Institutions / Western Reserve Capital Management, LLC
Western Reserve Capital Management, LLC
CIK 2110357 · Institution · as of Dec 31, 2025
Portfolio value
$107.25M
Positions
48
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 48 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $22.15M | 20.6% |
| Vanguard Tax-Managed Fds | $15.90M | 14.8% |
| American Centy ETF Tr | $10.47M | 9.8% |
| Schwab Strategic Tr | $7.67M | 7.2% |
| iShares MSCI UAE ETF | $7.45M | 6.9% |
| American Centy ETF Tr | $6.63M | 6.2% |
| Sherwin Williams Co | $4.88M | 4.5% |
| Vanguard Intl Equity Index F | $4.87M | 4.5% |
| Vanguard Index Fds | $4.67M | 4.4% |
| American Centy ETF Tr | $2.19M | 2.0% |
| Apple Inc. | $2.11M | 2.0% |
| Parker-Hannifin Corp | $1.91M | 1.8% |
| Vanguard Index Fds | $1.78M | 1.7% |
| American Centy ETF Tr | $1.42M | 1.3% |
| American Centy ETF Tr | $1.15M | 1.1% |
| Vanguard Index Fds | $950.4K | 0.9% |
| Microsoft Corp | $888.9K | 0.8% |
| Stryker Corp | $766.9K | 0.7% |
| SPDR Index Shs Fds | $675.1K | 0.6% |
| Oracle Corp | $575.6K | 0.5% |
| Vanguard Scottsdale Fds | $555.9K | 0.5% |
| Schwab Strategic Tr | $534.0K | 0.5% |
| Vanguard Scottsdale Fds | $425.6K | 0.4% |
| Vanguard Specialized Funds | $391.2K | 0.4% |
| Dimensional ETF Trust | $367.6K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.