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.
Consolidated Portfolio Review Corp (CIK 1972835) reported $1.10B across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($430.2M, 39.27%), IVV ($88.2M, 8.05%), IBIT ($82.3M, 7.51%), QQQ ($74.5M, 6.80%), IJH ($60.7M, 5.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $430.2M | 39.27% | 661,577 | Trimmed |
| 2 | IVV | ISHARES TR | $88.2M | 8.05% | 134,965 | Added |
| 3 | IBIT | ISHARES BITCOIN TRUST ETF | $82.3M | 7.51% | 2.1M | Hold |
| 4 | QQQ | INVESCO QQQ TR | $74.5M | 6.80% | 129,146 | Added |
| 5 | IJH | ISHARES TR | $60.7M | 5.54% | 899,150 | Hold |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $53.8M | 4.91% | 839,410 | Hold |
| 7 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $49.3M | 4.50% | 834,367 | Hold |
| 8 | VO | VANGUARD INDEX FDS | $32.3M | 2.95% | 112,404 | Hold |
| 9 | GLD | SPDR GOLD TR | $30.6M | 2.80% | 71,225 | Hold |
| 10 | IJR | ISHARES TR | $26.3M | 2.40% | 211,747 | Hold |
| 11 | GOOG | ALPHABET INC | $18.1M | 1.65% | 63,140 | Added |
| 12 | IEFA | ISHARES TR | $18.0M | 1.65% | 199,247 | Hold |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $14.5M | 1.33% | 75,686 | Added |
| 14 | BITB | BITWISE BITCOIN ETF TR | $12.4M | 1.13% | 336,325 | Hold |
| 15 | GOOGL | ALPHABET INC | $12.3M | 1.12% | 42,780 | Hold |
| 16 | SMH | VANECK ETF TRUST | $9.3M | 0.85% | 24,265 | Added |
| 17 | AESI | ATLAS ENERGY SOLUTIONS INC | $8.2M | 0.75% | 627,945 | Hold |
| 18 | AAPL | APPLE INC | $7.9M | 0.72% | 31,205 | Added |
| 19 | ROIV | ROIVANT SCIENCES LTD | $7.7M | 0.70% | 276,530 | Hold |
| 20 | AMZN | AMAZON COM INC | $6.6M | 0.60% | 31,780 | Hold |
| 21 | JPM | JPMORGAN CHASE & CO | $6.3M | 0.58% | 21,500 | Hold |
| 22 | ASML | ASML HLDG NV | $6.0M | 0.54% | 4,505 | Added |
| 23 | META | META PLATFORMS INC | $5.9M | 0.53% | 10,235 | Hold |
| 24 | MSFT | MICROSOFT CORP | $5.1M | 0.47% | 13,850 | Added |
| 25 | VTI | VANGUARD INDEX FDS | $5.1M | 0.47% | 15,912 | Added |
Source: SEC Form 13F filings · as of 2026-03-31