Consolidated Portfolio Review
$1.2B 13F equity value
35 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Consolidated Portfolio Review covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 661,244 | $494M | 41.1% |
| IVV | ISHARES TR | 134,978 | $101M | 8.4% |
| QQQ | INVESCO QQQ TR | 127,551 | $94M | 7.8% |
| IBIT | ISHARES BITCOIN TRUST ETF | 2,142,185 | $71M | 5.9% |
| IJH | ISHARES TR | 862,600 | $67M | 5.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 792,345 | $56M | 4.7% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 834,367 | $43M | 3.5% |
| VO | VANGUARD INDEX FDS | 449,616 | $36M | 3.0% |
| IJR | ISHARES TR | 209,352 | $31M | 2.6% |
| GLD | SPDR GOLD TR | 71,225 | $26M | 2.2% |
Track Consolidated Portfolio Review's 13F portfolio: $1.2B in reported holdings, 35 positions. Top holdings and quarterly changes on SentiSense.
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