Consolidated Portfolio Review Corp Portfolio Holdings - 13F Filings | 13F Fund Database
Consolidated Portfolio Review Corp 13F Holdings
CIK 0001972835 · WOODBURY, NY
As of Sep 30, 2025, Consolidated Portfolio Review Corp reported
453 positions worth $692.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 204,847 | $52.2M | 7.53% |
| MICROSOFT CORP | MSFT | Technology | 42,771 | $22.2M | 3.20% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 239,523 |
|
8.7M2.70% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 38,075 |
8.3M | 2.64% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 36,916 |
7.3M | 2.50% |
| VANGUARD VALUE INDEX FUND | VTV | — | 84,997 |
5.9M | 2.29% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 154,054 |
5.4M | 2.22% |
| STRATEGY INC | MSTR | Technology | 42,098 |
3.6M | 1.96% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 186,950 |
1.2M | 1.62% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 168,296 | $9.7M | 1.40% |
| NVIDIA CORP | NVDA | Technology | 47,118 | $8.8M | 1.27% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 66,187 | $8.6M | 1.25% |
| AMAZON.COM INC | AMZN | Equity | 37,326 | $8.2M | 1.18% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 30,666 | $7.9M | 1.15% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 300,383 | $7.9M | 1.14% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 55,086 | $7.8M | 1.12% |
| GOLDMAN SACHS EQUAL WEIGHT US LARGE CAP EQUITY ETF | GSEW | — | 88,809 | $7.6M | 1.09% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 15,065 | $7.6M | 1.09% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 134,728 | $7.3M | 1.05% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 87,030 | $6.9M | 0.99% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,066 | $6.7M | 0.97% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 59,582 | $6.6M | 0.95% |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | — | 72,812 | $6.5M | 0.94% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 145,770 | $6.4M | 0.93% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 94,699 | $6.4M | 0.92% |