account_balance
Investment manager · 13F filer · SEC CIK 2107566
OFS Enterprise LLC
Reported value$382Mas of Sep 30, 2026
Positions104 4 new, 6 sold out
Top 10 weight63.1%VOO alone is 22%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
22.0%
MDYSPDR S&P Midcap 400 ETF Trust
9.7%
IWMiShares Tr
8.7%
SPYSPDR S&P 500 ETF Trust
5.0%Trimmed −2%
EFAiShares Tr
3.5%
IWFiShares Tr
3.3%+2%
AGGiShares Tr
3.2%
IWDiShares Tr
2.9%−3%
IWOiShares Tr
2.4%
IJKiShares Tr
2.4%
VBVanguard Index FDS
2.3%Trimmed −3%
VOOVanguard Index FDS
22.0%
MDYSPDR S&P Midcap 400 ETF Trust
9.7%
IWMiShares Tr
8.7%
SPYSPDR S&P 500 ETF Trust
5.0%−2%
EFA3.5%
IWF3.3%
AGG3.2%
IWD2.9%
IWO2.4%
IJK2.4%
VB2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.0% Held
MDY SPDR S&P Midcap 400 ETF Trust 9.7% HeldIWM iShares Tr 8.7% Held
SPY SPDR S&P 500 ETF Trust 5.0% Trimmed −2%EFA iShares Tr 3.5% Held
IWF iShares Tr 3.3% Added +2%
AGG iShares Tr 3.2% Held
IWD iShares Tr 2.9% Trimmed −3%
IWO iShares Tr 2.4% Held
IJK iShares Tr 2.4% Held
VB Vanguard Index FDS 2.3% Trimmed −3%
Berkshire Hathaway Inc 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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