| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 03/07/2025 |
| ADV Location | SYDNEY, NSW, Australia |
| Contact Info | +61 xxxxxxx |
| Websites |
| AUM* | 42,897,628,473 192% |
| of that, discretionary | 42,897,628,473 192% |
| Number of Employees | 29 4% |
| of those in investment advisory functions | 15 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,261,694,955 55% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$1,020,925,115 | % Position7.00% | $ Change79.00% | # Change52.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$903,239,789 | % Position6.00% | $ Change76.00% | # Change54.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$792,429,360 | % Position5.00% | $ Change328.00% | # Change232.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$584,460,246 | % Position4.00% | $ Change64.00% | # Change60.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$378,768,987 | % Position3.00% | $ Change102.00% | # Change59.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$513,975,724 | % Position3.00% | $ Change90.00% | # Change59.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$270,980,791 | % Position2.00% | $ Change62.00% | # Change55.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$291,180,568 | % Position2.00% | $ Change470.00% | # Change60.00% |
| Stck Ticker110122108 | Stock NameBRISTOL-MYERS SQUIBB CO | $ Position$109,557,913 | % Position1.00% | $ Change90.00% | # Change94.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$168,755,626 | % Position1.00% | $ Change126.00% | # Change98.00% |