Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Kachkovsky & Fisher, Inc. (CIK 2151928) reported $104.0M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQM ($14.1M, 13.55%), VTI ($8.1M, 7.82%), VOO ($8.1M, 7.74%), VIG ($5.7M, 5.45%), VGT ($4.8M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $14.1M | 13.55% | 46,461 | New |
| 2 | VTI | VANGUARD INDEX FDS | $8.1M | 7.82% | 21,976 | New |
| 3 | VOO | VANGUARD INDEX FDS | $8.1M | 7.74% | 11,722 | New |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 5.45% | 23,942 | New |
| 5 | VGT | VANGUARD WORLD FD | $4.8M | 4.60% | 40,000 | New |
| 6 | CAT | CATERPILLAR INC | $4.5M | 4.33% | 4,232 | New |
| 7 | AAPL | APPLE INC | $3.6M | 3.51% | 12,595 | New |
| 8 | NVDA | NVIDIA CORPORATION | $3.6M | 3.44% | 17,851 | New |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $3.2M | 3.12% | 97,518 | New |
| 10 | IVV | ISHARES TR | $3.2M | 3.09% | 4,285 | New |
| 11 | AVUV | AMERICAN CENTY ETF TR | $2.8M | 2.67% | 22,266 | New |
| 12 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 2.53% | 16,267 | New |
| 13 | GLD | SPDR GOLD TR | $2.4M | 2.33% | 6,588 | New |
| 14 | AVEM | AMERICAN CENTY ETF TR | $2.3M | 2.24% | 24,109 | New |
| 15 | QQQ | INVESCO QQQ TR | $1.9M | 1.79% | 2,534 | New |
| 16 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $1.8M | 1.73% | 42,404 | New |
| 17 | IXUS | ISHARES TR | $1.6M | 1.56% | 17,006 | New |
| 18 | QQEW | FIRST TR EXCHANGE-TRADED FD | $1.5M | 1.45% | 9,413 | New |
| 19 | TSLA | TESLA INC | $1.5M | 1.43% | 3,546 | New |
| 20 | AMZN | AMAZON COM INC | $1.4M | 1.36% | 5,917 | New |
| 21 | SPYM | SPDR SERIES TRUST | $1.3M | 1.27% | 14,980 | New |
| 22 | GOOG | ALPHABET INC | $1.3M | 1.23% | 3,633 | New |
| 23 | AVLV | AMERICAN CENTY ETF TR | $1.3M | 1.22% | 13,881 | New |
| 24 | CGMS | CAPITAL GRP FIXED INCM ETF T | $1.1M | 1.08% | 40,920 | New |
| 25 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.1M | 1.06% | 31,683 | New |
Source: SEC Form 13F filings · as of 2026-06-30