Warwick Investment Management, Inc.: 13F holdings
CIK 19310412026Q2
| Positions | 149 |
|---|
| Reported value | $891.1m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 149 (+12 vs prior quarter) |
|---|
| Reported value | $891.1m (+29.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHK SCHWAB STRATEGIC TR | 3,585,472 | $129.3m | 14.5% |
| DIMENSIONAL ETF TRUST | 2,547,034 | $113.0m | 12.7% |
| VTV VANGUARD INDEX FDS | 415,845 | $90.6m | 10.2% |
| VGSH VANGUARD SCOTTSDALE FDS | 1,059,194 | $61.6m | 6.9% |
| VUG VANGUARD INDEX FDS | 629,625 | $54.2m | 6.1% |
| VTC VANGUARD SCOTTSDALE FDS | 517,656 | $39.8m | 4.5% |
| VIOO VANGUARD ADMIRAL FDS INC | 215,237 | $29.6m | 3.3% |
| VEA VANGUARD TAX-MANAGED FDS | 413,994 | $29.5m | 3.3% |
| XLRE SELECT SECTOR SPDR TR | 667,825 | $29.4m | 3.3% |
| QQQ INVESCO QQQ TR | 38,783 | $28.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1931041")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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