Western Reserve Capital Management, LLC: 13F holdings
CIK 21103572026Q2
| Positions | 53 |
|---|
| Reported value | $134.9m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 53 (+3 vs prior quarter) |
|---|
| Reported value | $134.9m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 35,536 | $24.4m | 18.1% |
| VEA VANGUARD TAX-MANAGED FDS | 265,276 | $18.9m | 14.0% |
| SPYM AMERICAN CENTY ETF TR | 132,044 | $11.9m | 8.8% |
| SCHO SCHWAB STRATEGIC TR | 374,271 | $9.0m | 6.7% |
| STIP ISHARES TR | 87,778 | $9.0m | 6.6% |
| AVDE AMERICAN CENTY ETF TR | 87,826 | $7.8m | 5.8% |
| EXXON MOBIL CORP | 51,088 | $7.0m | 5.2% |
| VWO VANGUARD INTL EQUITY INDEX F | 97,117 | $5.8m | 4.3% |
| VXF VANGUARD INDEX FDS | 22,929 | $5.6m | 4.2% |
| SHW SHERWIN WILLIAMS CO | 15,047 | $5.2m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110357")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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