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.
Fountainhead AM, LLC (CIK 1843581) reported $111.4M across 215 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($7.9M, 7.05%), VV ($5.5M, 4.92%), AMGN ($4.3M, 3.86%), IWB ($4.3M, 3.83%), IJR ($3.8M, 3.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $7.9M | 7.05% | 30,955 | Added |
| 2 | VV | VANGUARD INDEX FDS | $5.5M | 4.92% | 18,352 | Added |
| 3 | AMGN | AMGEN INC | $4.3M | 3.86% | 12,237 | Added |
| 4 | IWB | ISHARES TR | $4.3M | 3.83% | 11,957 | Trimmed |
| 5 | IJR | ISHARES TR | $3.8M | 3.40% | 30,469 | Added |
| 6 | IVV | ISHARES TR | $3.6M | 3.21% | 5,483 | Added |
| 7 | JIVE | J P MORGAN EXCHANGE TRADED F | $3.4M | 3.08% | 40,083 | Added |
| 8 | AVGO | BROADCOM INC | $2.9M | 2.59% | 9,325 | Added |
| 9 | AMZN | AMAZON COM INC | $2.7M | 2.40% | 12,837 | Added |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $2.7M | 2.38% | 52,451 | Trimmed |
| 11 | EFV | ISHARES TR | $2.6M | 2.36% | 35,439 | Added |
| 12 | VTV | VANGUARD INDEX FDS | $2.6M | 2.35% | 13,356 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $2.6M | 2.34% | 14,967 | Added |
| 14 | META | META PLATFORMS INC | $2.3M | 2.06% | 4,007 | Added |
| 15 | GOOGL | ALPHABET INC | $2.3M | 2.04% | 7,901 | Added |
| 16 | NVO | NOVO-NORDISK A S | $2.1M | 1.90% | 57,768 | New |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.1M | 1.88% | 71,813 | Trimmed |
| 18 | EFG | ISHARES TR | $2.0M | 1.82% | 18,170 | New |
| 19 | VOO | VANGUARD INDEX FDS | $2.0M | 1.75% | 3,267 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.9M | 1.73% | 5,203 | Added |
| 21 | VUG | VANGUARD INDEX FDS | $1.9M | 1.71% | 4,361 | Added |
| 22 | VMBS | VANGUARD SCOTTSDALE FDS | $1.9M | 1.67% | 39,633 | Added |
| 23 | GOOG | ALPHABET INC | $1.6M | 1.39% | 5,414 | Added |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $1.5M | 1.34% | 25,432 | New |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.16% | 24,001 | Added |
Source: SEC Form 13F filings · as of 2026-03-31