§ 13F · FUND PROFILE
Warwick Investment Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $515.5T (13F)Positions · 122Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHK | SCHWAB STRATEGIC TR | 3.50M | $114.9T | 17.7% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 2.61M | $103.2T | 15.9% | +7% |
| 3 | VTV | VANGUARD INDEX FDS | 309K | $58.9T | 9.1% | +17% |
| 4 | QQQ | INVESCO QQQ TR | 43K | $26.2T | 4.0% | +15% |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 403K | $23.7T | 3.6% | +171% |
| 6 | VUG | VANGUARD INDEX FDS | 47K | $23.0T | 3.5% | +52% |
| 7 | VIOO | VANGUARD ADMIRAL FDS INC | 185K | $20.6T | 3.2% | +13% |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 255K | $18.9T | 2.9% | ±0% |
| 9 | XLRE | SELECT SECTOR SPDR TR | 457K | $18.4T | 2.8% | +1% |
| 10 | VTC | VANGUARD SCOTTSDALE FDS | 234K | $18.2T | 2.8% | +158% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WARWICK SIGNAL
AC read
Warwick Investment Management, Inc. is a Other fund managing $515493.6 trillion in assets. The fund runs a portfolio of 122 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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed