Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bawa N Mallick Trust (CIK 2040013) reported $309.1M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($80.2M, 25.95%), QQQ ($49.8M, 16.13%), IVV ($10.9M, 3.53%), IWF ($9.7M, 3.14%), VOO ($9.5M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $80.2M | 25.95% | 107,400 | Hold |
| 2 | QQQ | INVESCO QQQ TR | $49.8M | 16.13% | 67,680 | Added |
| 3 | IVV | ISHARES TR | $10.9M | 3.53% | 14,560 | Added |
| 4 | IWF | ISHARES TR | $9.7M | 3.14% | 78,200 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $9.5M | 3.07% | 13,801 | Hold |
| 6 | IUSG | ISHARES TR | $9.5M | 3.06% | 50,254 | Added |
| 7 | VTI | VANGUARD INDEX FDS | $9.0M | 2.90% | 24,202 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $6.6M | 2.13% | 76,500 | Added |
| 9 | VV | VANGUARD INDEX FDS | $6.4M | 2.06% | 18,500 | Hold |
| 10 | SCHB | SCHWAB STRATEGIC TR | $6.3M | 2.04% | 218,107 | Added |
| 11 | SPYG | SPDR SERIES TRUST | $6.1M | 1.98% | 51,307 | Added |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.78% | 90,000 | Hold |
| 13 | MGK | VANGUARD WORLD FD | $4.8M | 1.56% | 55,020 | Added |
| 14 | IGV | ISHARES TR | $4.6M | 1.50% | 51,002 | Added |
| 15 | ONEQ | FIDELITY COMWLTH TR | $4.4M | 1.44% | 43,000 | Hold |
| 16 | RSPT | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.34% | 64,080 | Hold |
| 17 | ILCG | ISHARES TR | $3.8M | 1.24% | 32,857 | Hold |
| 18 | PSI | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.22% | 20,015 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.17% | 106,520 | Hold |
| 20 | PTF | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.06% | 24,000 | Hold |
| 21 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 1.01% | 105,900 | Hold |
| 22 | SPTM | SPDR SERIES TRUST | $3.0M | 0.98% | 33,400 | Hold |
| 23 | IVW | ISHARES TR | $2.8M | 0.90% | 20,200 | Hold |
| 24 | SCHK | SCHWAB STRATEGIC TR | $2.8M | 0.90% | 77,416 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $2.6M | 0.85% | 13,845 | Added |
Source: SEC Form 13F filings · as of 2026-06-30