13F

Investor

HRTG GPE, LLC

CIK 0001537455 · filed 2026-05-15 · SEC filing

13F book

$781M

Positions

3

0 new · 2 sold

Largest name

50.9%

Ishares Gold Tr

Est. mark

−$1.65M

Price effect on 3 names still held. Flow −$2.33M.
NameTickerSharesValueWeightEst. markChange
Ishares Gold Tr4.51M$397.5M50.9%$22.1MAdded$140.7M
Qxo Inc13.3M$258.7M33.1%$1.73MHeld
Ishares Bitcoin Trust EtfIBIT3.25M$124.9M16.0%−$25.5MAdded$12.2M

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.