| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 11/19/2025 |
| ADV Location | MALVERN, PA, United States |
| Contact Info | 610 xxxxxxx |
| AUM* | 2,656,483,509,980 |
| of that, discretionary | 2,656,483,509,980 |
| Number of Employees | 105 |
| of those in investment advisory functions | 105 |
| Private Fund GAV* | 0 |
| Avg Account Size | 26,301,816,930 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$103,609,993,325 | % Position5.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$96,680,718,979 | % Position4.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$62,819,418,245 | % Position3.00% | $ Change1.00% | # Change1.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$35,342,567,515 | % Position2.00% | $ Change27.00% | # Change2.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$47,974,821,538 | % Position2.00% | $ Change21.00% | # Change-1.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$12,198,999,804 | % Position1.00% | $ Change7.00% | # Change3.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$21,544,697,917 | % Position1.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$27,795,252,111 | % Position1.00% | $ Change26.00% | # Change2.00% |
| Stck Ticker478160104 | Stock NameJOHNSON & JOHNSON | $ Position$16,348,256,139 | % Position1.00% | $ Change5.00% | # Change1.00% |
| Stck Ticker88160R101 | Stock NameTESLA INC | $ Position$20,840,955,021 | % Position1.00% | $ Change14.00% | # Change1.00% |