Consolidated Portfolio Review Corp: 13F holdings
CIK 19728352026Q2
| Positions | 34 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 661,244 | $493.8m | 41.1% |
| IVV ISHARES TR | 134,978 | $101.1m | 8.4% |
| QQQ INVESCO QQQ TR | 127,551 | $93.9m | 7.8% |
| IBIT ISHARES BITCOIN TRUST ETF | 2,142,185 | $71.3m | 5.9% |
| IJH ISHARES TR | 862,600 | $66.5m | 5.5% |
| VEA VANGUARD TAX-MANAGED FDS | 792,345 | $56.5m | 4.7% |
| FBTC FIDELITY WISE ORIGIN BITCOIN | 834,367 | $42.6m | 3.5% |
| VO VANGUARD INDEX FDS | 449,616 | $36.2m | 3.0% |
| IJR ISHARES TR | 209,352 | $31.0m | 2.6% |
| GLD SPDR GOLD TR | 71,225 | $26.2m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1972835")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.