FORT WORTH, TX
Allocation by class
Portfolio Concentration
Top 3 weight
12.6%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 1.53M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.53M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.49K | SH | $5.98M 5.15% | 0.00 | 0.00 | 12.49K |
META PLATFORMS INCSOLE | CL A | 7.67K | SH | $4.39M 3.78% | 0.00 | 0.00 | 7.67K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 46.12K | SH | $4.23M 3.65% | 0.00 | 0.00 | 46.12K |
ALPHABET INCSOLE | CAP STK CL C | 12.54K | SH | $3.60M 3.10% | 0.00 | 0.00 | 12.54K |
JPMORGAN CHASE & COSOLE | COM | 11.64K | SH | $3.42M 2.95% | 0.00 | 0.00 | 11.64K |
APPLE INCSOLE | COM | 11.98K | SH | $3.04M 2.62% | 0.00 | 0.00 | 11.98K |
GE AEROSPACESOLE | COM NEW | 10.16K | SH | $2.88M 2.48% | 0.00 | 0.00 | 10.16K |
ISHARES TRSOLE | RUS TP200 GR ETF | 11.40K | SH | $2.84M 2.44% | 0.00 | 0.00 | 11.40K |
EXXON MOBIL CORPSOLE | COM | 16.23K | SH | $2.75M 2.37% | 0.00 | 0.00 | 16.23K |
FIRST TR EXCHANGE TRADED FDSOLE | RBA INDL ETF | 24.28K | SH | $2.69M 2.32% | 0.00 | 0.00 | 24.28K |
AMAZON COM INCSOLE | COM | 12.70K | SH | $2.64M 2.28% | 0.00 | 0.00 | 12.70K |
NVIDIA CORPORATIONSOLE | COM | 14.29K | SH | $2.49M 2.15% | 0.00 | 0.00 | 14.29K |
MICROSOFT CORPSOLE | COM | 6.24K | SH | $2.31M 1.99% | 0.00 | 0.00 | 6.24K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 55.93K | SH | $2.26M 1.95% | 0.00 | 0.00 | 55.93K |
KIMBELL RTY PARTNERS LPSOLE | UNIT | 149.56K | SH | $2.16M 1.86% | 0.00 | 0.00 | 149.56K |
GE VERNOVA INCSOLE | COM | 2.46K | SH | $2.15M 1.85% | 0.00 | 0.00 | 2.46K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 26.18K | SH | $2.06M 1.78% | 0.00 | 0.00 | 26.18K |
ALPS ETF TRSOLE | ALERIAN MLP | 37.69K | SH | $1.98M 1.71% | 0.00 | 0.00 | 37.69K |
FEDEX CORPSOLE | COM | 5.34K | SH | $1.90M 1.64% | 0.00 | 0.00 | 5.34K |
STARBUCKS CORPSOLE | COM | 20.39K | SH | $1.83M 1.57% | 0.00 | 0.00 | 20.39K |
DAVIS FUNDAMENTAL ETF TRSOLE | SELECT WRLD WI | 41.43K | SH | $1.82M 1.56% | 0.00 | 0.00 | 41.43K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 12.37K | SH | $1.81M 1.56% | 0.00 | 0.00 | 12.37K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 26.36K | SH | $1.80M 1.55% | 0.00 | 0.00 | 26.36K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 13.49K | SH | $1.79M 1.54% | 0.00 | 0.00 | 13.49K |
DELL TECHNOLOGIES INCSOLE | CL C | 10.35K | SH | $1.70M 1.46% | 0.00 | 0.00 | 10.35K |