SACKS & ASSOCIATES, LLC: 13F holdings
CIK 21458682026Q2
| Positions | 80 |
|---|---|
| Reported value | $148.2m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVE ISHARES TR | 68,183 | $15.8m | 10.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,020 | $8.2m | 5.5% |
| XLP SELECT SECTOR SPDR TR | 77,857 | $6.6m | 4.5% |
| BIL SPDR SERIES TRUST | 69,830 | $6.4m | 4.3% |
| JIRE J P MORGAN EXCHANGE TRADED F | 72,494 | $6.1m | 4.1% |
| FIRST TR EXCHNG TRADED FD VI | 93,283 | $5.3m | 3.5% |
| SMH VANECK ETF TRUST | 8,976 | $4.9m | 3.3% |
| IWF ISHARES TR | 35,139 | $4.8m | 3.2% |
| FTSL FIRST TR EXCHANGE-TRADED FD | 104,910 | $4.7m | 3.2% |
| AMLP ALPS ETF TR | 84,244 | $4.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2145868")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.