§ 13F · FUND PROFILE
CATHY PARETO & ASSOCIATES, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.6T (13F)Positions · 90Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 35K | $9.4T | 6.5% | −1% |
| 2 | SCHV | SCHWAB STRATEGIC TR | 246K | $7.3T | 5.1% | +21% |
| 3 | OPPE | WISDOMTREE TR | 135K | $6.9T | 4.8% | +13% |
| 4 | COWZ | PACER FDS TR | 104K | $6.3T | 4.3% | −16% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 118K | $6.0T | 4.1% | ±0% |
| 6 | SCHM | SCHWAB STRATEGIC TR | 196K | $5.9T | 4.1% | +2% |
| 7 | VB | VANGUARD INDEX FDS | 22K | $5.7T | 4.0% | −1% |
| 8 | HEDJ | WISDOMTREE TR | 94K | $5.0T | 3.5% | +4% |
| 9 | VOE | VANGUARD INDEX FDS | 28K | $4.9T | 3.4% | −8% |
| 10 | VGT | VANGUARD WORLD FD | 6K | $4.7T | 3.3% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CATHY SIGNAL
AC read
CATHY PARETO & ASSOCIATES, INC is a Other fund managing $132559.6 trillion in assets. The fund runs a portfolio of 90 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed