CATHY PARETO & ASSOCIATES, INC: 13F holdings
CIK 20459742026Q2
| Positions | 102 |
|---|
| Reported value | $170.6m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 102 (+6 vs prior quarter) |
|---|
| Reported value | $170.6m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHV SCHWAB STRATEGIC TR | 408,803 | $14.2m | 8.3% |
| AAPL APPLE INC | 34,846 | $10.1m | 5.9% |
| OPPE WISDOMTREE TR | 162,891 | $9.1m | 5.3% |
| SCHM SCHWAB STRATEGIC TR | 245,233 | $9.0m | 5.3% |
| VB VANGUARD INDEX FDS | 24,073 | $7.3m | 4.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 138,326 | $7.0m | 4.1% |
| SCHX SCHWAB STRATEGIC TR | 215,652 | $6.3m | 3.7% |
| VGT VANGUARD WORLD FD | 48,431 | $5.8m | 3.4% |
| COWZ PACER FDS TR | 92,053 | $5.7m | 3.4% |
| HEDJ WISDOMTREE TR | 93,087 | $5.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2045974")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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