Investor
Ameliora Wealth Management Ltd.
CIK 0001910168 · filed 2026-04-23 · SEC filing
13F book
$313.7M
Positions
232
13 new · 8 sold
Largest name
7.6%
Ishares Tr
Est. mark
−$5.45M
Price effect on 219 names still held. Flow −$9.13M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 450K | $23.9M | 7.6% | −$250.5K | Added$3.49M |
| Ishares Tr | — | 439.7K | $23.1M | 7.4% | −$67.3K | Added$12M |
| Spdr Series Trust | — | 736.2K | $22.7M | 7.2% | $31.7K | Added$3.2M |
| Ishares Tr | — | 33.5K | $21.9M | 7.0% | −$1.06M | Cut−$1.68M |
| Etfs Gold Tr | — | 471K | $21M | 6.7% | $1.67M | Cut−$3.14M |
| Ishares Invest Grd Sys | — | 424.6K | $19.1M | 6.1% | −$254.5K | Cut−$6.85M |
| Vanguard Intl Equity Index F | — | 108.9K | $8.97M | 2.9% | −$110.9K | Added$1.12M |
| Spdr S&P 500 Etf Tr | — | 11.7K | $7.61M | 2.4% | −$370.2K | Cut−$662K |
| Nvidia Corp | NVDA | 43.5K | $7.59M | 2.4% | −$526.4K | Cut−$553.3K |
| First Tr Exchange Traded Fd | — | 44.5K | $7.28M | 2.3% | $470.1K | Cut$398.5K |
| First Tr Exchange-Traded Fd | — | 175.4K | $6.92M | 2.2% | $2.3K | Added$6.84M |
| Ishares Tr | — | 64.8K | $6.43M | 2.1% | −$39.5K | Cut−$7.58M |
| Invesco Qqq Tr | — | 10.4K | $5.98M | 1.9% | −$384.7K | Cut−$728.7K |
| Dbx Etf Tr | — | 55.9K | $5.64M | 1.8% | $344K | Added$525.5K |
| Broadcom Inc. | AVGO | 16.8K | $5.2M | 1.7% | −$615.2K | Cut−$802.1K |
| Apple Inc. | AAPL | 20.3K | $5.15M | 1.6% | −$366.3K | Added−$356.7K |
| Ishares Inc | — | 124.4K | $4.93M | 1.6% | −$303.5K | Added$377.9K |
| Alphabet Inc | — | 15.2K | $4.37M | 1.4% | −$386.7K | Cut−$567.9K |
| Ishares Tr | — | 17.2K | $4.29M | 1.4% | −$484.6K | Cut−$6.06M |
| Global X Fds | — | 60.2K | $4.26M | 1.4% | $354.9K | Added$460.6K |
| Microsoft Corp | MSFT | 11.3K | $4.2M | 1.3% | −$1.29M | Cut−$1.57M |
| Citigroup Inc | — | 36.2K | $4.1M | 1.3% | −$118.6K | Held |
| Jpmorgan Chase & Co. | — | 13.8K | $4.07M | 1.3% | −$388.1K | Cut−$484.5K |
| Walmart Inc. | WMT | 31.9K | $3.97M | 1.3% | $410.9K | Cut−$440.6K |
| Ishares Tr | — | 107.6K | $3.75M | 1.2% | −$160.8K | Added$1.09M |
| Waste Mgmt Inc Del | — | 15.8K | $3.64M | 1.2% | $159.6K | Cut$18.1K |
| Tjx Cos Inc New | — | 22.4K | $3.57M | 1.1% | $136.3K | Cut−$2.46K |
| Vanguard Intl Equity Index F | — | 24.6K | $3.4M | 1.1% | −$67.3K | Cut−$685K |
| Visa Inc. | V | 10.8K | $3.25M | 1.0% | −$521.5K | Cut−$687.7K |
| Amazon Com Inc | AMZN | 14.6K | $3.04M | 1.0% | −$329.4K | Cut−$355.1K |
| Ishares U S Etf Tr | — | 50.2K | $2.55M | 0.8% | −$13.1K | Held |
| Goldman Sachs Group Inc | — | 3.01K | $2.55M | 0.8% | −$99.5K | Cut−$170.7K |
| Vaneck Etf Trust | — | 23.9K | $2.2M | 0.7% | $143.6K | Cut$136.7K |
| Mastercard Inc | MA | 4.21K | $2.11M | 0.7% | −$300.2K | Held |
| Alphabet Inc | — | 7.08K | $2.03M | 0.6% | −$190.7K | Cut−$724.5K |
| Ishares Silver Tr | — | 28.9K | $1.97M | 0.6% | $107.5K | Cut−$3.61M |
| Ishares Inc | — | 29.5K | $1.73M | 0.6% | −$33.1K | Added$11.2K |
| SoFi Technologies, Inc. | SOFI | 100K | $1.59M | 0.5% | — | New |
| Spdr Gold Tr | — | 3.63K | $1.56M | 0.5% | $106.5K | Added$320.4K |
| Spdr Series Trust | — | 16.2K | $1.48M | 0.5% | $4.2K | Held |
| Quanta Svcs Inc | — | 2.43K | $1.33M | 0.4% | $308.3K | Cut$296K |
| Ge Aerospace | — | 4.36K | $1.24M | 0.4% | −$105.7K | Cut−$157.8K |
| Eli Lilly & Co | LLY | 1.29K | $1.19M | 0.4% | −$199.8K | Cut−$239.6K |
| Vanguard Index Fds | — | 1.92K | $1.15M | 0.4% | −$56.4K | Cut−$301K |
| Ssga Active Etf Tr | — | 27.8K | $1.12M | 0.4% | −$138 | Held |
| Exxon Mobil Corp | — | 6.56K | $1.11M | 0.4% | $294.5K | Added$394.9K |
| Ishares Gold Tr | — | 12.5K | $1.1M | 0.4% | $87.4K | Held |
| Meta Platforms, Inc. | META | 1.9K | $1.08M | 0.3% | −$166.7K | Cut−$301.3K |
| Unitedhealth Group Inc | UNH | 4K | $1.08M | 0.3% | −$238.1K | Held |
| Ishares Tr | — | 11K | $1.07M | 0.3% | −$68.3K | Held |
| Ishares Tr | — | 4.21K | $920.7K | 0.3% | $16.9K | Held |
| Palo Alto Networks Inc | PANW | 5.13K | $823.1K | 0.3% | −$122.6K | Cut−$160K |
| Micron Technology Inc | MU | 2.41K | $814.5K | 0.3% | $105.4K | Added$240.6K |
| Taiwan Semiconductor Mfg Ltd | — | 1.98K | $667.5K | 0.2% | $67.3K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 17.3K | $666.1K | 0.2% | −$194.7K | Held |
| Boeing Co | — | 3.25K | $646.8K | 0.2% | −$58.8K | Cut−$330.2K |
| Berkshire Hathaway Inc Del | — | 1.31K | $627.8K | 0.2% | −$30.7K | Held |
| Ishares Tr | — | 12.2K | $622.1K | 0.2% | $1.1K | Held |
| Interactive Brokers Group In | — | 9.25K | $620.5K | 0.2% | $25.5K | Cut−$19.7K |
| Costco Whsl Corp New | — | 608 | $605.8K | 0.2% | $81.5K | Cut$31.5K |
| Chevron Corp New | CVX | 2.92K | $604.8K | 0.2% | $118.5K | Added$273.4K |
| Rio Tinto Plc | — | 6.48K | $604.5K | 0.2% | $85.9K | Held |
| Netflix Inc | NFLX | 5.76K | $554.3K | 0.2% | $13.8K | Cut−$12K |
| Ishares Tr | — | 7.98K | $539K | 0.2% | $12.2K | Held |
| GE Vernova Inc. | GEV | 610 | $532.5K | 0.2% | $133.8K | Held |
| Oracle Corp | — | 3.55K | $522.1K | 0.2% | −$169.6K | Cut−$222.1K |
| Select Sector Spdr Tr | — | 10K | $493.7K | 0.2% | −$54K | Held |
| Disney Walt Co | — | 5.06K | $488K | 0.2% | −$88K | Held |
| Marinemax Inc | HZO | 17.6K | $476.3K | 0.2% | $49.8K | Held |
| Ishares Tr | — | 10K | $475.5K | 0.2% | −$3K | Held |
| Intuitive Surgical Inc | ISRG | 1.02K | $472.5K | 0.2% | −$108K | Cut−$151.6K |
| Thermo Fisher Scientific Inc. | TMO | 958 | $470.9K | 0.1% | −$84.2K | Cut−$125.9K |
| Barclays Bank Plc | — | 13.2K | $453.4K | 0.1% | $74K | Cut−$37K |
| Lowes Cos Inc | — | 1.83K | $433.3K | 0.1% | −$8.73K | Added$1.9K |
| S&P Global Inc. | SPGI | 1.01K | $428.3K | 0.1% | −$97.9K | Cut−$140.8K |
| Vanguard Intl Equity Index F | — | 7.6K | $410.8K | 0.1% | $1.45K | Added$142K |
| Advanced Micro Devices Inc | AMD | 1.96K | $398.5K | 0.1% | −$21K | Held |
| Home Depot, Inc. | HD | 1.2K | $393.7K | 0.1% | −$18.2K | Held |
| Ishares Tr | — | 8.13K | $380.7K | 0.1% | −$58.7K | Held |
| Vanguard Scottsdale Fds | — | 4.45K | $368.2K | 0.1% | −$4.45K | Held |
| Ishares Tr | — | 13K | $359.2K | 0.1% | −$6.89K | Held |
| Invesco Exchange Traded Fd T | — | 1.79K | $343.3K | 0.1% | $644 | Cut−$697 |
| Wells Fargo Co New | — | 4.29K | $341.8K | 0.1% | −$58.4K | Held |
| Bank America Corp | — | 6.72K | $327.5K | 0.1% | −$42K | Cut−$113.5K |
| Vanguard Index Fds | — | 1.75K | $322.5K | 0.1% | $12.1K | Held |
| Intel Corp | INTC | 7.3K | $322.1K | 0.1% | $52.8K | Held |
| Iron Mtn Inc Del | — | 3.1K | $316.6K | 0.1% | $59.5K | Cut−$44.2K |
| Amplify Etf Tr | — | 4K | $300.4K | 0.1% | −$21.1K | Held |
| Crowdstrike Hldgs Inc | — | 740 | $288.9K | 0.1% | −$58K | Held |
| Progressive Corp | — | 1.4K | $278.3K | 0.1% | −$40.3K | Added−$32.7K |
| Ishares Tr | — | 792 | $251.9K | 0.1% | −$19.7K | Held |
| Pepsico Inc | PEP | 1.61K | $250.6K | 0.1% | $19K | Held |
| Global X Fds | — | 3.25K | $248.1K | 0.1% | — | New |
| Cloudflare, Inc. | NET | 1.19K | $245.5K | 0.1% | $10.9K | Cut−$24.4K |
| Caterpillar Inc | CAT | 342 | $242.3K | 0.1% | $46.4K | Held |
| Spdr Index Shs Fds | — | 3.73K | $231.6K | 0.1% | −$7.92K | Added$10.7K |
| Us Bancorp Del | — | 4.4K | $228.8K | 0.1% | −$5.94K | Held |
| Tesla, Inc. | TSLA | 606 | $225.3K | 0.1% | −$47.3K | Held |
| Ishares Ethereum Tr | — | 14.1K | $223.2K | 0.1% | — | New |
| Procter And Gamble Co | PG | 1.46K | $210.9K | 0.1% | $1.65K | Held |
| Global X Fds | — | 4K | $203.3K | 0.1% | $12.1K | Held |
| Teledyne Technologies Inc | TDY | 310 | $187.6K | 0.1% | $29.2K | Held |
| Ecolab Inc. | ECL | 700 | $186.2K | 0.1% | $2.45K | Held |
| Ishares Inc | — | 2.1K | $177.3K | 0.1% | $7.77K | Held |
| Dell Technologies Inc. | DELL | 1.06K | $174K | 0.1% | $40.5K | Held |
| Johnson & Johnson | JNJ | 700 | $171.1K | 0.1% | $26.2K | Held |
| Ishares Tr | — | 1.48K | $160.8K | 0.1% | −$1.77K | Held |
| Shell Plc | — | 1.72K | $160K | 0.1% | $33.6K | Held |
| Electronic Arts Inc. | EA | 750 | $152.9K | 0.0% | −$346 | Held |
| Mckesson Corp | MCK | 170 | $147.1K | 0.0% | $7.66K | Held |
| Ishares Tr | — | 1.73K | $142.8K | 0.0% | −$433 | Held |
| Fortinet, Inc. | FTNT | 1.72K | $140.2K | 0.0% | $3.96K | Cut−$19.1K |
| Select Sector Spdr Tr | — | 2.26K | $138.4K | 0.0% | $37.4K | Held |
| Ishares Tr | — | 7.5K | $137.2K | 0.0% | $13.9K | Held |
| Ishares Tr | — | 2.26K | $128.1K | 0.0% | $4.69K | Held |
| Datadog, Inc. | DDOG | 1.05K | $124.5K | 0.0% | −$18.9K | Held |
| Morgan Stanley | — | 724 | $119.1K | 0.0% | −$9.38K | Held |
| Kla Corp | KLAC | 95 | $115.4K | 0.0% | $0 | Held |
| Tidal Trust Ii | — | 2K | $111.3K | 0.0% | — | New |
| Mercadolibre Inc | MELI | 63 | $108.9K | 0.0% | −$18K | Cut−$34.1K |
| 3M CO | MMM | 750 | $108.9K | 0.0% | −$11.2K | Held |
| Legg Mason Etf Invt | — | 2K | $108K | 0.0% | −$389 | Held |
| Vanguard Bd Index Fds | — | 1.44K | $106.3K | 0.0% | −$620 | Held |
| Booking Holdings Inc. | BKNG | 25 | $105.3K | 0.0% | −$28.6K | Held |
| Cvs Health Corp | CVS | 1.44K | $103.4K | 0.0% | −$10.9K | Held |
| Nextera Energy Inc | — | 1.08K | $100.3K | 0.0% | $13.6K | Held |
| At&T Inc | — | 3.31K | $95.9K | 0.0% | $13.7K | Held |
| Lpl Finl Hldgs Inc | — | 265 | $94.7K | 0.0% | $0 | Held |
| Box Inc | — | 4K | $94.6K | 0.0% | −$25.1K | Held |
| Lockheed Martin Corp | LMT | 150 | $90.7K | 0.0% | — | New |
| Telephone & Data Sys Inc | — | 2.15K | $90.3K | 0.0% | — | New |
| Snowflake Inc. | SNOW | 591 | $89.1K | 0.0% | −$40.5K | Held |
| Constellation Energy Corp | CEG | 300 | $83.8K | 0.0% | −$22.2K | Held |
| Zscaler, Inc. | ZS | 595 | $83.5K | 0.0% | −$50.4K | Cut−$79.8K |
| Philip Morris Intl Inc | — | 500 | $82.7K | 0.0% | $2.47K | Held |
| ServiceNow, Inc. | NOW | 710 | $74.2K | 0.0% | −$34.5K | Held |
| Vaneck Etf Trust | — | 190 | $72.8K | 0.0% | — | New |
| Qualcomm Inc | — | 550 | $70.8K | 0.0% | −$23.2K | Cut−$63.3K |
| Corteva, Inc. | CTVA | 830 | $69.5K | 0.0% | $13.8K | Held |
| RTX Corp | RTX | 346 | $66.7K | 0.0% | $3.29K | Held |
| Block Inc | — | 973 | $58.6K | 0.0% | −$4.78K | Held |
| Intercontinental Exchange In | — | 364 | $57.3K | 0.0% | −$1.7K | Held |
| Roku, Inc | ROKU | 567 | $53.6K | 0.0% | −$7.86K | Held |
| Ishares Tr | — | 1K | $53.4K | 0.0% | — | New |
| Howmet Aerospace Inc. | HWM | 225 | $51.9K | 0.0% | $5.72K | Held |
| Eqt Corp | EQT | 810 | $51.5K | 0.0% | $8.13K | Held |
| Sony Group Corp | — | 2.2K | $45.5K | 0.0% | −$10.8K | Held |
| Adobe Inc. | ADBE | 184 | $44.7K | 0.0% | −$19.7K | Held |
| BlackRock, Inc. | BLK | 45 | $43.3K | 0.0% | −$4.89K | Cut−$11.3K |
| Honeywell Intl Inc | — | 191 | $43.2K | 0.0% | $5.91K | Held |
| Ishares Inc | — | 1.12K | $43K | 0.0% | $7.41K | Cut−$218.2K |
| American Wtr Wks Co Inc New | — | 297 | $40.4K | 0.0% | $1.66K | Held |
| Ishares Tr | — | 160 | $39.4K | 0.0% | $0 | Held |
| Mcdonalds Corp | MCD | 126 | $39.2K | 0.0% | $521 | Added$8.29K |
| Martin Marietta Matls Inc | — | 66 | $38.9K | 0.0% | −$2.24K | Held |
| Cisco Sys Inc | — | 482 | $37.4K | 0.0% | $270 | Held |
| Paypal Hldgs Inc | — | 815 | $36.9K | 0.0% | −$10.7K | Cut−$20.4K |
| Kratos Defense & Sec Solutio | — | 515 | $36.3K | 0.0% | −$2.78K | Held |
| Dollar Gen Corp New | — | 300 | $35.6K | 0.0% | −$4.21K | Held |
| Proshares Tr | — | 500 | $34.4K | 0.0% | $1.36K | Held |
| Dbx Etf Tr | — | 576 | $34.4K | 0.0% | −$2.2K | Held |
| Roper Technologies Inc | ROP | 95 | $33.6K | 0.0% | −$8.67K | Cut−$30.5K |
| Hecla Mng Co | — | 1.7K | $31.7K | 0.0% | −$952 | Cut−$64.3K |
| Mastec Inc | MTZ | 145 | $31.5K | 0.0% | $0 | Held |
| Brookfield Real Assets Incom | — | 2.38K | $30.6K | 0.0% | −$238 | Held |
| Cme Group Inc. | CME | 103 | $30.4K | 0.0% | $2.29K | Held |
| Ulta Beauty, Inc. | ULTA | 50 | $30.3K | 0.0% | $0 | Held |
| Teva Pharmaceutical Inds Ltd | — | 1K | $30.1K | 0.0% | −$1.09K | Cut−$63.5K |
| Analog Devices Inc | ADI | 94 | $29.9K | 0.0% | $4.41K | Held |
| Petroleo Brasileiro Sa Petro | — | 1.4K | $29.1K | 0.0% | $12.5K | Cut−$18.4K |
| Arista Networks, Inc. | ANET | 230 | $28.2K | 0.0% | −$1.9K | Held |
| Cheniere Energy, Inc. | LNG | 98 | $27.8K | 0.0% | $8.76K | Held |
| Ishares Tr | — | 645 | $27.4K | 0.0% | $732 | Held |
| Ishares Tr | — | 200 | $27.4K | 0.0% | $0 | Held |
| Regions Financial Corp New | — | 1K | $27.1K | 0.0% | $0 | Held |
| Salesforce, Inc. | CRM | 100 | $26.5K | 0.0% | $0 | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 34 | $26.3K | 0.0% | $26 | Held |
| Icici Bank Limited | — | 1K | $25.9K | 0.0% | −$3.9K | Cut−$56K |
| First Tr Exch Traded Fd Iii | — | 1.43K | $25.4K | 0.0% | −$673 | Held |
| Mp Materials Corp | — | 500 | $25.3K | 0.0% | $0 | Held |
| Transportadora De Gas Sur | — | 714 | $24.7K | 0.0% | $2.51K | Held |
| Agco Corp | — | 213 | $24.7K | 0.0% | $2.46K | Held |
| Citizens Finl Group Inc | — | 420 | $24.5K | 0.0% | $0 | Held |
| Ishares Inc | — | 136 | $24.5K | 0.0% | −$782 | Cut−$12.7K |
| Houlihan Lokey, Inc. | HLI | 169 | $24.3K | 0.0% | −$5.17K | Held |
| Vista Energy S.A.B. De C.V. | — | 319 | $24.1K | 0.0% | $8.55K | Held |
| Bristol-Myers Squibb Co | — | 395 | $24K | 0.0% | $2.65K | Held |
| Ishares Tr | — | 250 | $23.5K | 0.0% | −$588 | Held |
| Cambria Etf Tr | — | 303 | $22.8K | 0.0% | $1.78K | Held |
| Ishares U S Etf Tr | — | 342 | $20.3K | 0.0% | $3.65K | Held |
| Ishares 0-3 Month | — | 200 | $20.1K | 0.0% | — | New |
| Hilton Worldwide Hldgs Inc | — | 70 | $20.1K | 0.0% | $0 | Held |
| First Tr Exchange Traded Fd | — | 319 | $20K | 0.0% | −$2.8K | Held |
| Palantir Technologies Inc. | PLTR | 110 | $19.6K | 0.0% | $0 | Held |
| Iqvia Hldgs Inc | — | 111 | $18.9K | 0.0% | −$6.09K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 1.71K | $18.6K | 0.0% | — | New |
| Vanguard Scottsdale Fds | — | 300 | $17.6K | 0.0% | — | New |
| AbbVie Inc. | ABBV | 78 | $17K | 0.0% | — | New |
| Zebra Technologies Corporati | — | 80 | $16.7K | 0.0% | −$2.7K | Cut−$9.98K |
| Apollo Global Mgmt Inc | — | 150 | $16.7K | 0.0% | −$5K | Cut−$3.02M |
| C3.ai, Inc. | AI | 1.21K | $16.6K | 0.0% | $327 | Cut−$5.33K |
| Newmont Corp | — | 200 | $16.6K | 0.0% | −$301 | Cut−$38.9K |
| Wp Carey Inc | — | 230 | $15.6K | 0.0% | $828 | Held |
| Q2 Hldgs Inc | — | 320 | $15.1K | 0.0% | −$7.96K | Held |
| Verizon Communications Inc | VZ | 300 | $15.1K | 0.0% | $2.84K | Cut−$17.7K |
| Amphenol Corp New | — | 115 | $14.5K | 0.0% | −$1.01K | Held |
| Aerovironment Inc | AVAV | 60 | $14.5K | 0.0% | $0 | Held |
| Lauder Estee Cos Inc | — | 130 | $13.6K | 0.0% | $0 | Held |
| Vistra Corp. | VST | 90 | $13.5K | 0.0% | −$990 | Held |
| Ishares Tr | — | 506 | $13.5K | 0.0% | −$294 | Held |
| Vanguard World Fd | — | 107 | $12.9K | 0.0% | −$1.36K | Held |
| Take-Two Interactive Softwar | — | 65 | $12.8K | 0.0% | −$3.8K | Held |
| First Tr Exchange Traded Fd | — | 113 | $12.4K | 0.0% | −$2.34K | Held |
| Solventum Corp | SOLV | 187 | $12.2K | 0.0% | −$2.61K | Held |
| Invesco Actvely Mngd Etc Fd | — | 698 | $12.1K | 0.0% | $2.84K | Held |
| Realty Income Corp | O | 188 | $11.5K | 0.0% | $904 | Held |
| Vanguard World Fd | — | 51 | $11.5K | 0.0% | $907 | Held |
| T-Mobile Us Inc | — | 44 | $9.24K | 0.0% | $307 | Held |
| Barclays Bank Plc | — | 309 | $8.87K | 0.0% | −$1.7K | Held |
| Ge Healthcare Technologies I | — | 104 | $7.4K | 0.0% | −$1.13K | Held |
| Danaher Corporation | — | 35 | $6.58K | 0.0% | −$1.43K | Cut−$41K |
| Duke Energy Corp New | — | 50 | $6.55K | 0.0% | $687 | Held |
| Boston Beer Co Inc | SAM | 20 | $4.61K | 0.0% | $705 | Held |
| Grayscale Ethereum Mini Tr E | — | 200 | $3.97K | 0.0% | −$1.64K | Cut−$7.25K |
| Prudential Finl Inc | — | 40 | $3.91K | 0.0% | −$607 | Held |
| Solstice Advanced Matls Inc | — | 47 | $3.58K | 0.0% | $1.3K | Held |
| Nuveen S&P 500 Buy-Write Inc | — | 200 | $2.65K | 0.0% | −$288 | Held |
| American Airls Group Inc | AAL | 150 | $1.61K | 0.0% | −$689 | Cut−$13.7K |
| Nuveen Amt Free Mun Cr Inc F | — | 100 | $1.23K | 0.0% | −$33 | Held |
| Veralto Corp | VLTO | 11 | $1.1K | 0.0% | $0 | Held |
| Vanguard World Fd | — | 1 | $698 | 0.0% | — | New |
| Occidental Pete Corp | — | 14 | $601 | 0.0% | $331 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.