Consolidated Portfolio Review Corp - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Consolidated Portfolio Review Corp held in its portfolio 34 assets valued at $1,157,421,358 (i.e. $1.16B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($456.04M), ISHARES BITCOIN TRUST ETF ($106.36M), and ISHARES TR ($92.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Consolidated Portfolio Review Corp - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 668759 | 456040469 | TR UNIT |
| ISHARES BITCOIN TRUST ETF | 2142185 | 106359485 | SHS BEN INT |
| ISHARES TR | 134952 | 92434274 | CORE S&P500 ETF |
| INVESCO QQQ TR | 129059 | 79282371 | UNIT SER 1 |
| FIDELITY WISE ORIGIN BITCOIN | 834367 | 63603796 | SHS |
| ISHARES TR | 899150 | 59343900 | CORE S&P MCP ETF |
| VANGUARD TAX-MANAGED FDS | 839410 | 52437943 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 112404 | 32621889 | MID CAP ETF |
| SPDR GOLD TR | 71225 | 28227180 | GOLD SHS |
| ISHARES TR | 211747 | 25447754 | CORE S&P SCP ETF |
| ISHARES TR | 199247 | 17824637 | CORE MSCI EAFE |
| BITWISE BITCOIN ETF TR | 336325 | 15995617 | SHS BEN INT |
| ALPHABET INC | 48000 | 15062400 | CAP STK CL C |
| INVESCO EXCHANGE TRADED FD T | 75471 | 14457195 | S&P500 EQL WGT |
| ALPHABET INC | 42780 | 13390140 | CAP STK CL A |
| VANECK ETF TRUST | 24195 | 8713345 | SEMICONDUCTR ETF |
| APPLE INC | 27305 | 7423137 | COM |
| AMAZON COM INC | 31780 | 7335460 | COM |
| JPMORGAN CHASE & CO. | 21500 | 6927730 | COM |
| META PLATFORMS INC | 10235 | 6756021 | CL A |
| ROIVANT SCIENCES LTD | 276530 | 6000701 | SHS |
| ATLAS ENERGY SOLUTIONS INC | 627945 | 5915242 | COM NEW |
| VANGUARD INDEX FDS | 15872 | 5321472 | TOTAL STK MKT |
| ISHARES TR | 19162 | 4716918 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 9510 | 4599226 | COM |
| VANGUARD INDEX FDS | 51629 | 4568686 | REAL ESTATE ETF |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| ASML HOLDING N V | 3025 | 3236327 | N Y REGISTRY SHS |
| VANGUARD INTL EQUITY INDEX F | 41848 | 3078359 | ALLWRLD EX US |
| VANGUARD INTL EQUITY INDEX F | 52010 | 2796058 | FTSE EMR MKT ETF |
| TESLA INC | 5355 | 2408251 | COM |
| VANGUARD STAR FDS | 7271 | 548524 | VG TL INTL STK F |
| ISHARES TR | 1083 | 418959 | RUSSELL 3000 ETF |
| ISHARES TR | 3543 | 353892 | CORE US AGGBD ET |
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