account_balance
Investment manager · 13F filer · SEC CIK 2110357
Western Reserve Capital Management, LLC
Reported value$141Mas of Sep 30, 2026
Positions54 1 new, 0 sold out
Top 10 weight76.2%VOO alone is 17%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
17.5%
VEAVanguard Tax-Managed FDS
13.5%
AVLCAmerican Centy ETF Tr
8.5%
SCHOSchwab Strategic Tr
6.8%Added +7%
STIPiShares Tr
6.7%Added +8%
AVDEAmerican Centy ETF Tr
5.9%Added +5%
XOMExxonMobil Holdings Corp
5.9%
VWOVanguard Intl Equity Index F
4.2%Added +2%
VXFVanguard Index FDS
3.8%
SHWSherwin Williams Co
3.4%
AVUSAmerican Centy ETF Tr
2.7%Added +37%
AVEM2.1%
VOOVanguard Index FDS
17.5%
VEAVanguard Tax-Managed FDS
13.5%
AVLCAmerican Centy ETF Tr
8.5%
SCHOSchwab Strategic Tr
6.8%
STIPiShares Tr
6.7%+8%
AVDEAmerican Centy ETF Tr
5.9%
XOMExxonMobil Holdings Corp
5.9%
VWO4.2%
VXF3.8%
SHW3.4%AVUS2.7%
AVEM
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 17.5% Held
VEA Vanguard Tax-Managed FDS 13.5% Held
AVLC American Centy ETF Tr 8.5% Held
SCHO Schwab Strategic Tr 6.8% Added +7%
STIP iShares Tr 6.7% Added +8%
AVDE American Centy ETF Tr 5.9% Added +5%
XOM ExxonMobil Holdings Corp 5.9% HeldVWO Vanguard Intl Equity Index F 4.2% Added +2%
VXF Vanguard Index FDS 3.8% Held
SHW Sherwin Williams Co 3.4% HeldAVUS American Centy ETF Tr 2.7% Added +37%
AVEM American Centy ETF Tr 2.1% Added +4%
What changed
Biggest moves since Jun 30, 2026
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