Consolidated Portfolio Review
$1.1B Assets Reported
34 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 661,577 | $430M | 39.3% |
| IVV | ISHARES TR | 134,965 | $88M | 8.0% |
| IBIT | ISHARES BITCOIN TRUST ETF | 2,142,185 | $82M | 7.5% |
| QQQ | INVESCO QQQ TR | 129,146 | $75M | 6.8% |
| IJH | ISHARES TR | 899,150 | $61M | 5.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 839,410 | $54M | 4.9% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 834,367 | $49M | 4.5% |
| VO | VANGUARD INDEX FDS | 112,404 | $32M | 2.9% |
| GLD | SPDR GOLD TR | 71,225 | $31M | 2.8% |
| IJR | ISHARES TR | 211,747 | $26M | 2.4% |
Track Consolidated Portfolio Review's 13F portfolio: $1.1B in reported holdings, 34 positions. Top holdings, AUM, and quarterly changes on SentiSense.