13F holdings
Composition Wealth, LLC portfolio
Managed by . 884 reported positions worth $7.3B as of 2026-03-31, filed with the SEC on 2026-04-08. Parsed from the filing itself, not a reseller.
$7.3B
Book value
884
Positions
30%
Top 10 weight
+85
New this quarter
-60
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 8 days old on 2026-04-08, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (85)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| GMUB | GOLDMAN SACHS ETF TR | $36.6M | 717,558 | 0.50% |
| FLMI | FRANKLIN TEMPLETON ETF TR | $25.6M | 1,032,109 | 0.35% |
| DYNF | BLACKROCK ETF TRUST | $23.6M | 405,830 | 0.32% |
| TLT | ISHARES TR | $4.2M | 48,256 | 0.06% |
| IXG | ISHARES TR | $2.1M | 18,273 | 0.03% |
| HOOD | ROBINHOOD MKTS INC | $1.5M | 21,831 | 0.02% |
| BIV | VANGUARD BD INDEX FDS | $1.3M | 17,052 | 0.02% |
| CBC | CENTRAL BANCOMPANY | $1.3M | 53,401 | 0.02% |
| INTF | ISHARES TR | $1.1M | 29,187 | 0.02% |
| DFSV | DIMENSIONAL ETF TRUST | $1.0M | 29,681 | 0.01% |
| DFIC | DIMENSIONAL ETF TRUST | $992,213 | 27,926 | 0.01% |
| GTEK | GOLDMAN SACHS ETF TR | $992,032 | 24,255 | 0.01% |
| PBF | PBF ENERGY INC | $984,829 | 20,681 | 0.01% |
| DFAC | DIMENSIONAL ETF TRUST | $958,618 | 24,669 | 0.01% |
| RYN | RAYONIER INC | $777,374 | 37,700 | 0.01% |
| ISHG | ISHARES TR | $700,966 | 9,449 | 0.01% |
| IBMO | ISHARES TR | $617,350 | 24,087 | 0.01% |
| DWX | SPDR INDEX SHS FDS | $560,411 | 12,289 | 0.01% |
| BNDX | VANGUARD CHARLOTTE FDS | $534,845 | 11,131 | 0.01% |
| EME | EMCOR GROUP INC | $524,959 | 711 | 0.01% |
| GSLC | GOLDMAN SACHS ETF TR | $507,122 | 4,053 | 0.01% |
| IVLU | ISHARES TR | $464,097 | 11,696 | 0.01% |
| XLY | SELECT SECTOR SPDR TR | $443,985 | 4,074 | 0.01% |
| HUBS | HUBSPOT INC | $439,136 | 1,799 | 0.01% |
| CRVS | CORVUS PHARMACEUTICALS INC | $438,900 | 30,000 | 0.01% |
Closed out (60)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $4.0M | 43,579 | 0.00% |
| TMV | DIREXION SHS ETF TR | $1.5M | 39,874 | 0.00% |
| RVT | ROYCE SMALL CAP TRUST INC | $1.1M | 65,470 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $942,370 | 23,690 | 0.00% |
| APTV | APTIV PLC | $722,551 | 9,496 | 0.00% |
| MTG | MGIC INVT CORP WIS | $509,168 | 17,425 | 0.00% |
| TGNA | TEGNA INC | $451,729 | 23,273 | 0.00% |
| LQD | ISHARES TR | $422,935 | 3,838 | 0.00% |
| OMDA | OMADA HEALTH INC | $405,893 | 25,722 | 0.00% |
| XLP | SELECT SECTOR SPDR TR | $379,622 | 4,887 | 0.00% |
| BIZD | VANECK ETF TRUST | $335,073 | 23,630 | 0.00% |
| TROW | PRICE T ROWE GROUP INC | $320,536 | 3,131 | 0.00% |
| DFIP | DIMENSIONAL ETF TRUST | $313,018 | 7,533 | 0.00% |
| RBLX | ROBLOX CORP | $310,507 | 3,832 | 0.00% |
| HTGC | HERCULES CAPITAL INC | $304,563 | 16,183 | 0.00% |
| VDC | VANGUARD WORLD FD | $302,918 | 1,434 | 0.00% |
| SNOW | SNOWFLAKE INC | $301,401 | 1,374 | 0.00% |
| ES | EVERSOURCE ENERGY | $299,912 | 4,454 | 0.00% |
| OMC | OMNICOM GROUP INC | $293,040 | 3,629 | 0.00% |
| AZO | AUTOZONE INC | $288,278 | 85 | 0.00% |
| FRGE | FORGE GLOBAL HOLDINGS INC | $285,630 | 6,410 | 0.00% |
| OTIS | OTIS WORLDWIDE CORP | $284,586 | 3,258 | 0.00% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $282,615 | 3,405 | 0.00% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $282,118 | 579 | 0.00% |
| MDB | MONGODB INC | $276,576 | 659 | 0.00% |
Added to (319)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $383.8M | 15,506,947 | 5.27% | +11% |
| BND | VANGUARD BD INDEX FDS | $312.4M | 4,241,740 | 4.29% | +40% |
| SPYM | SPDR SERIES TRUST | $305.1M | 3,985,848 | 4.19% | +25% |
| AAPL | APPLE INC | $193.7M | 763,357 | 2.66% | +2% |
| MBB | ISHARES TR | $192.2M | 2,023,823 | 2.64% | +13% |
| BIL | SPDR SERIES TRUST | $182.9M | 1,995,891 | 2.51% | +27% |
| MSFT | MICROSOFT CORP | $160.8M | 434,515 | 2.21% | +3% |
| EFV | ISHARES TR | $153.7M | 2,067,115 | 2.11% | +9% |
| IVV | ISHARES TR | $140.7M | 215,468 | 1.93% | +97% |
| IGSB | ISHARES TR | $109.3M | 2,079,525 | 1.50% | +7% |
| QLTA | ISHARES TR | $108.1M | 2,270,586 | 1.48% | +12% |
| QQQM | INVESCO EXCH TRADED FD TR II | $104.2M | 438,348 | 1.43% | +14% |
| NVDA | NVIDIA CORPORATION | $99.0M | 567,381 | 1.36% | +4% |
| VTI | VANGUARD INDEX FDS | $97.9M | 305,028 | 1.34% | +3% |
| IEFA | ISHARES TR | $97.1M | 1,072,589 | 1.33% | +69% |
Trimmed (323)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| STIP | ISHARES TR | $706,522 | 6,831 | 0.01% | -98% |
| SMB | VANECK ETF TRUST | $666,932 | 38,551 | 0.01% | -86% |
| FMB | FIRST TR EXCH TRADED FD III | $12.9M | 253,946 | 0.18% | -78% |
| SUB | ISHARES TR | $5.8M | 54,617 | 0.08% | -72% |
| STPZ | PIMCO ETF TR | $302,997 | 5,600 | 0.00% | -72% |
| DNP | DNP SELECT INCOME FD INC | $164,258 | 15,947 | 0.00% | -72% |
| VZ | VERIZON COMMUNICATIONS INC | $2.5M | 49,123 | 0.03% | -71% |
| TLH | ISHARES TR | $2.0M | 19,555 | 0.03% | -69% |
| IEF | ISHARES TR | $490,466 | 5,139 | 0.01% | -69% |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $496,696 | 16,436 | 0.01% | -66% |
| MUB | ISHARES TR | $6.1M | 57,214 | 0.08% | -63% |
| TFI | SPDR SERIES TRUST | $202,398 | 4,464 | 0.00% | -59% |
| FANG | DIAMONDBACK ENERGY INC | $218,578 | 1,105 | 0.00% | -58% |
| MDT | MEDTRONIC PLC | $1.1M | 13,156 | 0.02% | -55% |
| DIA | STATE STR SPDR DOW JONES IND | $5.8M | 12,476 | 0.08% | -54% |
The book
Largest 150 of 884 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $383.8M | 15,506,947 | 5.27% | — |
| BND | VANGUARD BD INDEX FDS | $312.4M | 4,241,740 | 4.29% | — |
| SPYM | SPDR SERIES TRUST | $305.1M | 3,985,848 | 4.19% | — |
| AAPL | APPLE INC | $193.7M | 763,357 | 2.66% | — |
| MBB | ISHARES TR | $192.2M | 2,023,823 | 2.64% | — |
| BIL | SPDR SERIES TRUST | $182.9M | 1,995,891 | 2.51% | — |
| MSFT | MICROSOFT CORP | $160.8M | 434,515 | 2.21% | — |
| EFV | ISHARES TR | $153.7M | 2,067,115 | 2.11% | — |
| IVV | ISHARES TR | $140.7M | 215,468 | 1.93% | — |
| QQQ | INVESCO QQQ TR | $129.7M | 224,787 | 1.78% | — |
| GBIL | GOLDMAN SACHS ETF TR | $114.7M | 1,144,439 | 1.58% | — |
| IGSB | ISHARES TR | $109.3M | 2,079,525 | 1.50% | — |
| QLTA | ISHARES TR | $108.1M | 2,270,586 | 1.48% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $104.2M | 438,348 | 1.43% | — |
| NVDA | NVIDIA CORPORATION | $99.0M | 567,381 | 1.36% | — |
| VTI | VANGUARD INDEX FDS | $97.9M | 305,028 | 1.34% | — |
| IEFA | ISHARES TR | $97.1M | 1,072,589 | 1.33% | — |
| AMZN | AMAZON COM INC | $95.4M | 458,063 | 1.31% | — |
| GCAL | GOLDMAN SACHS ETF TR | $94.5M | 1,866,239 | 1.30% | — |
| VFLO | VICTORY PORTFOLIOS II | $85.5M | 2,166,552 | 1.18% | — |
| GOOG | ALPHABET INC | $82.5M | 287,762 | 1.13% | — |
| VOO | VANGUARD INDEX FDS | $78.1M | 130,673 | 1.07% | — |
| EMXC | ISHARES INC | $75.2M | 956,076 | 1.03% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.0M | 1,369,577 | 1.02% | — |
| VTEB | VANGUARD MUN BD FDS | $68.1M | 1,365,610 | 0.94% | — |
| PPA | INVESCO EXCHANGE TRADED FD T | $66.2M | 399,687 | 0.91% | — |
| VTEC | VANGUARD CALIF TAX FREE FDS | $63.0M | 636,348 | 0.87% | — |
| GFLW | VICTORY PORTFOLIOS II | $60.5M | 2,300,864 | 0.83% | — |
| IVE | ISHARES TR | $58.5M | 277,079 | 0.80% | — |
| QUAL | ISHARES TR | $57.7M | 300,753 | 0.79% | — |
| SGOV | ISHARES TR | $56.7M | 563,677 | 0.78% | — |
| SPYG | SPDR SERIES TRUST | $56.1M | 573,057 | 0.77% | — |
| BSV | VANGUARD BD INDEX FDS | $53.7M | 684,544 | 0.74% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $53.6M | 836,440 | 0.74% | — |
| GOOGL | ALPHABET INC | $49.2M | 170,970 | 0.68% | — |
| ESGU | ISHARES TR | $48.7M | 344,533 | 0.67% | — |
| JPLD | J P MORGAN EXCHANGE TRADED F | $47.9M | 918,297 | 0.66% | — |
| AGG | ISHARES TR | $47.9M | 482,175 | 0.66% | — |
| IXUS | ISHARES TR | $46.2M | 532,827 | 0.63% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.0M | 70,737 | 0.63% | — |
| SPMD | SPDR SERIES TRUST | $44.0M | 743,651 | 0.61% | — |
| DFIS | DIMENSIONAL ETF TRUST | $43.7M | 1,296,966 | 0.60% | — |
| IWR | ISHARES TR | $42.9M | 441,120 | 0.59% | — |
| JPM | JPMORGAN CHASE & CO | $39.3M | 133,569 | 0.54% | — |
| IUSB | ISHARES TR | $37.7M | 815,121 | 0.52% | — |
| META | META PLATFORMS INC | $36.6M | 63,958 | 0.50% | — |
| GMUB | GOLDMAN SACHS ETF TR | $36.6M | 717,558 | 0.50% | — |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $36.5M | 1,447,179 | 0.50% | — |
| GEME | 2023 ETF SERIES TRUST | $34.9M | 1,000,871 | 0.48% | — |
| TBLL | INVESCO EXCH TRADED FD TR II | $34.4M | 326,254 | 0.47% | — |
| EFA | ISHARES TR | $34.4M | 353,753 | 0.47% | — |
| BINC | BLACKROCK ETF TRUST II | $33.5M | 645,623 | 0.46% | — |
| IJH | ISHARES TR | $33.0M | 488,068 | 0.45% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.6M | 68,032 | 0.45% | — |
| XLF | SELECT SECTOR SPDR TR | $31.7M | 641,375 | 0.44% | — |
| ITOT | ISHARES TR | $31.5M | 221,090 | 0.43% | — |
| VB | VANGUARD INDEX FDS | $29.9M | 114,000 | 0.41% | — |
| PWZ | INVESCO EXCH TRADED FD TR II | $29.6M | 1,238,514 | 0.41% | — |
| JTEK | J P MORGAN EXCHANGE TRADED F | $29.2M | 366,799 | 0.40% | — |
| ESGD | ISHARES TR | $29.0M | 303,573 | 0.40% | — |
| WMT | WALMART INC | $28.7M | 231,083 | 0.39% | — |
| AVGO | BROADCOM INC | $28.6M | 92,365 | 0.39% | — |
| JNJ | JOHNSON & JOHNSON | $28.3M | 115,900 | 0.39% | — |
| FLMI | FRANKLIN TEMPLETON ETF TR | $25.6M | 1,032,109 | 0.35% | — |
| COST | COSTCO WHOLESALE CORPORATION | $25.2M | 25,253 | 0.35% | — |
| EPI | WISDOMTREE TR | $24.3M | 594,399 | 0.33% | — |
| EAGG | ISHARES TR | $23.9M | 502,181 | 0.33% | — |
| DYNF | BLACKROCK ETF TRUST | $23.6M | 405,830 | 0.32% | — |
| GLDM | WORLD GOLD TR | $23.3M | 250,995 | 0.32% | — |
| SPSM | SPDR SERIES TRUST | $22.1M | 457,735 | 0.30% | — |
| PG | PROCTER & GAMBLE CO | $21.5M | 149,167 | 0.30% | — |
| CATF | AMERICAN CENTY ETF TR | $20.5M | 411,846 | 0.28% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.4M | 33,113 | 0.28% | — |
| LLY | ELI LILLY & CO | $20.4M | 22,144 | 0.28% | — |
| GS | GOLDMAN SACHS GROUP INC | $19.3M | 22,755 | 0.26% | — |
| VOOG | VANGUARD ADMIRAL FDS INC | $18.8M | 46,039 | 0.26% | — |
| SCHG | SCHWAB STRATEGIC TR | $18.7M | 641,756 | 0.26% | — |
| AKRE | PROFESIONALLY MANAGED PORTFO | $18.2M | 344,645 | 0.25% | — |
| IJR | ISHARES TR | $18.1M | 145,288 | 0.25% | — |
| TSLA | TESLA INC | $17.8M | 47,763 | 0.24% | — |
| CAT | CATERPILLAR INC | $17.7M | 24,974 | 0.24% | — |
| HD | HOME DEPOT INC | $17.7M | 53,725 | 0.24% | — |
| IWF | ISHARES TR | $17.3M | 40,637 | 0.24% | — |
| V | VISA INC | $17.2M | 56,918 | 0.24% | — |
| XLK | SELECT SECTOR SPDR TR | $17.1M | 128,992 | 0.24% | — |
| PAPR | INNOVATOR ETFS TRUST | $16.5M | 415,761 | 0.23% | — |
| MCHB | MECHANICS BANCORP | $16.5M | 1,115,781 | 0.23% | — |
| PZA | INVESCO EXCH TRADED FD TR II | $15.9M | 690,679 | 0.22% | — |
| IAPR | INNOVATOR ETFS TRUST | $15.8M | 499,732 | 0.22% | — |
| GVI | ISHARES TR | $15.8M | 147,785 | 0.22% | — |
| SPTS | SPDR SERIES TRUST | $15.7M | 536,598 | 0.22% | — |
| IEMG | ISHARES INC | $15.3M | 219,323 | 0.21% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $15.0M | 295,716 | 0.21% | — |
| VTV | VANGUARD INDEX FDS | $14.6M | 74,365 | 0.20% | — |
| GLD | SPDR GOLD TR | $14.3M | 33,224 | 0.20% | — |
| ABBV | ABBVIE INC | $14.2M | 65,314 | 0.20% | — |
| EXMOC | EXXON MOBIL CORP | $14.2M | 83,461 | 0.19% | — |
| TCAF | T ROWE PRICE ETF INC | $14.1M | 396,884 | 0.19% | — |
| CVX | CHEVRON CORPORATION | $14.0M | 67,632 | 0.19% | — |
| ESGV | VANGUARD WORLD FD | $13.6M | 120,791 | 0.19% | — |
| IVW | ISHARES TR | $13.3M | 117,270 | 0.18% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $13.2M | 61,594 | 0.18% | — |
| FMB | FIRST TR EXCH TRADED FD III | $12.9M | 253,946 | 0.18% | — |
| BAC | BANK AMERICA CORP | $12.7M | 261,230 | 0.17% | — |
| DFSB | DIMENSIONAL ETF TRUST | $12.7M | 245,066 | 0.17% | — |
| UNP | UNION PAC CORP | $12.7M | 52,248 | 0.17% | — |
| DIS | DISNEY WALT CO | $12.3M | 127,597 | 0.17% | — |
| EQIX | EQUINIX INC | $12.3M | 12,531 | 0.17% | — |
| MRK | MERCK & CO INC | $12.0M | 99,531 | 0.16% | — |
| NFLX | NETFLIX INC. | $11.9M | 124,141 | 0.16% | — |
| NYF | ISHARES TR | $11.9M | 223,119 | 0.16% | — |
| MCD | MCDONALDS CORP | $11.8M | 37,932 | 0.16% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.5M | 16 | 0.16% | — |
| GMNY | GOLDMAN SACHS ETF TR | $11.3M | 228,210 | 0.16% | — |
| TPL | TEXAS PACIFIC LAND CORPORATI | $11.1M | 23,420 | 0.15% | — |
| IWL | ISHARES TR | $10.7M | 66,330 | 0.15% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $10.3M | 78,825 | 0.14% | — |
| SBUX | STARBUCKS CORP | $10.0M | 111,200 | 0.14% | — |
| AMAT | APPLIED MATLS INC | $9.9M | 28,841 | 0.14% | — |
| PEP | PEPSICO INC | $9.6M | 61,965 | 0.13% | — |
| VOOV | VANGUARD ADMIRAL FDS INC | $9.6M | 46,958 | 0.13% | — |
| AXP | AMERICAN EXPRESS CO | $9.5M | 31,434 | 0.13% | — |
| WDC | WESTERN DIGITAL CORP | $9.4M | 34,732 | 0.13% | — |
| SPGI | S&P GLOBAL INC | $9.4M | 22,075 | 0.13% | — |
| IBDR | ISHARES TR | $9.3M | 385,152 | 0.13% | — |
| WM | WASTE MGMT INC DEL | $9.3M | 40,377 | 0.13% | — |
| FDX | FEDEX CORP | $9.2M | 25,947 | 0.13% | — |
| DE | DEERE & CO | $9.2M | 16,259 | 0.13% | — |
| ESGE | ISHARES INC | $9.0M | 198,455 | 0.12% | — |
| NUBD | NUSHARES ETF TR | $8.9M | 401,307 | 0.12% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $8.8M | 46,022 | 0.12% | — |
| ORCL | ORACLE CORP | $8.7M | 59,395 | 0.12% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $8.6M | 118,557 | 0.12% | — |
| DSI | ISHARES TR | $8.6M | 70,771 | 0.12% | — |
| DUHP | DIMENSIONAL ETF TRUST | $8.4M | 229,565 | 0.12% | — |
| KO | COCA COLA CO | $8.4M | 110,818 | 0.12% | — |
| VO | VANGUARD INDEX FDS | $8.2M | 28,656 | 0.11% | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $8.1M | 172,951 | 0.11% | — |
| HONGBP | HONEYWELL INTL INC | $8.1M | 95,166 | 0.11% | — |
| IBDS | ISHARES TR | $8.0M | 330,998 | 0.11% | — |
| BATRK | ATLANTA BRAVES HLDGS INC | $7.9M | 185,159 | 0.11% | — |
| IWM | ISHARES TR | $7.9M | 31,659 | 0.11% | — |
| AMRZ | AMRIZE LTD | $7.8M | 138,494 | 0.11% | — |
| ACN | ACCENTURE PLC IRELAND | $7.6M | 38,091 | 0.10% | — |
| XJH | ISHARES TR | $7.5M | 165,268 | 0.10% | — |
| VSGX | VANGUARD WORLD FD | $7.5M | 104,182 | 0.10% | — |
| PH | PARKER-HANNIFIN CORP | $7.4M | 8,304 | 0.10% | — |
| ADI | ANALOG DEVICES INC | $7.4M | 23,286 | 0.10% | — |
| SDY | SPDR SERIES TRUST | $7.4M | 50,452 | 0.10% | — |
| C | CITIGROUP INC | $7.2M | 63,325 | 0.10% | — |
This table is the 150 largest positions by value, out of 884 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 7 options positions with a combined notional of $8.3M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Composition Wealth, LLC (CIK 1585859, accession 0001951757-26-000540). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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