Holdings of Consolidated Portfolio Review Corp
33 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.3 % of the equity sleeve
Sector breakdown
- Funds 16.5 %
- Communication 3.3 %
- Technology 1.7 %
- Consumer discretionary 0.9 %
- Financials 0.9 %
- Unattributed 76.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 32 | 1.1B $ | 99.45 % |
| 2 | NL | 1 | 6M $ | 0.55 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | State Street SPDR S&P 500 ETF Trust | 661,577 | 430.2M $ | |
| 2 | iShares Core S&P 500 ETF | 134,965 | 88.2M $ | |
| 3 | iShares Bitcoin Trust ETF | 2,142,185 | 82.3M $ | |
| 4 | Invesco QQQ Trust Series 1 | 129,146 | 74.5M $ | |
| 5 | iShares Core S&P Mid-Cap ETF | 899,150 | 60.7M $ | |
| 6 | Vanguard FTSE Developed Markets ETF | 839,410 | 53.8M $ | |
| 7 | Fidelity Wise Origin Bitcoin Fund | 834,367 | 49.3M $ | |
| 8 | Vanguard Mid-Cap ETF | 112,404 | 32.3M $ | |
| 9 | SPDR Gold Shares | 71,225 | 30.6M $ | |
| 10 | iShares Core S&P Small-Cap ETF | 211,747 | 26.3M $ | |
| 11 | Alphabet Inc | 63,140 | 18.1M $ | |
| 12 | iShares Core MSCI EAFE ETF | 199,247 | 18M $ | |
| 13 | Invesco S&P 500 Equal Weight ETF | 75,686 | 14.5M $ | |
| 14 | Bitwise Bitcoin ETF | 336,325 | 12.4M $ | |
| 15 | Alphabet Inc | 42,780 | 12.3M $ | |
| 16 | VanEck Semiconductor ETF | 24,265 | 9.3M $ | |
| 17 | Atlas Energy Solutions Inc | 627,945 | 8.2M $ | |
| 18 | Apple Inc | 31,205 | 7.9M $ | |
| 19 | Amazon.com Inc | 31,780 | 6.6M $ | |
| 20 | JPMorgan Chase & Co | 21,500 | 6.3M $ | |
| 21 | ASML Holding NV | 4,505 | 6M $ | |
| 22 | Meta Platforms Inc | 10,235 | 5.9M $ | |
| 23 | Microsoft Corp | 13,850 | 5.1M $ | |
| 24 | Vanguard Total Stock Market ETF | 15,912 | 5.1M $ | |
| 25 | iShares Russell 2000 ETF | 19,162 | 4.8M $ | |
| 26 | Vanguard Real Estate ETF | 52,185 | 4.6M $ | |
| 27 | Tesla Inc | 9,910 | 3.7M $ | |
| 28 | Berkshire Hathaway Inc | 5 | 3.6M $ | |
| 29 | Vanguard FTSE All-World ex-US ETF | 41,848 | 3.1M $ | |
| 30 | Vanguard International Equity Index Funds | 52,010 | 2.8M $ | |
| 31 | Vanguard Total International S | 7,271 | 560.7K $ | |
| 32 | iShares Russell 3000 ETF | 1,083 | 401.4K $ | |
| 33 | iShares Core U.S. Aggregate Bond ETF | 3,543 | 351.7K $ | |