§ 13F · FUND PROFILE
Western Reserve Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 48Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$107.2T 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 FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 35K | $22.1T | 20.6% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 255K | $15.9T | 14.8% | NEW |
| 3 | AVLC | AMERICAN CENTY ETF TR | 133K | $10.5T | 9.8% | NEW |
| 4 | SCHO | SCHWAB STRATEGIC TR | 315K | $7.7T | 7.2% | NEW |
| 5 | STIP | ISHARES TR | 73K | $7.5T | 6.9% | NEW |
| 6 | AVDE | AMERICAN CENTY ETF TR | 81K | $6.6T | 6.2% | NEW |
| 7 | SHW | SHERWIN WILLIAMS CO | 15K | $4.9T | 4.5% | NEW |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 91K | $4.9T | 4.5% | NEW |
| 9 | VXF | VANGUARD INDEX FDS | 22K | $4.7T | 4.4% | NEW |
| 10 | AVEM | AMERICAN CENTY ETF TR | 28K | $2.2T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WESTERN SIGNAL
AC read
Western Reserve Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed