Kachkovsky & Fisher, Inc.
CIK: 2151928SEC EDGAR →
Portfolio Value
$18.2B
Holdings
64
As of
Q2 2026
New Positions
64
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES BITCOIN TRUST ETF | 97,518 | $3.2B | 17.81% |
| 2 | AMERICAN CENTY ETF TR | 24,109 | $2.3B | 12.76% |
| 3 | CAPITAL GROUP GBL GROWTH EQT | 42,404 | $1.8B | 9.85% |
| 4 | ISHARES TR | 17,006 | $1.6B | 8.91% |
| 5 | SPDR SERIES TRUST | 14,980 | $1.3B | 7.22% |
| 6 | AMERICAN CENTY ETF TR | 13,881 | $1.3B | 6.95% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 40,920 | $1.1B | 6.14% |
| 8 | CAPITAL GROUP INTL FOCUS EQT | 31,683 | $1.1B | 6.02% |
| 9 | VANGUARD TAX-MANAGED FDS | 7,885 | $561.8M | 3.08% |
| 10 | DIMENSIONAL ETF TRUST | 6,521 | $539.9M | 2.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $18.2B | 99.8% |
| Technology | 7 | $9.7M | 0.1% |
| Unknown | 4 | $7.9M | 0.0% |
| Industrials | 1 | $4.5M | 0.0% |
| Consumer Cyclical | 2 | $2.9M | 0.0% |
| Communication Services | 2 | $2.2M | 0.0% |
| Healthcare | 2 | $1.0M | 0.0% |
| Consumer Defensive | 1 | $527K | 0.0% |
| Energy | 1 | $230K | 0.0% |