Efficient Wealth Management LLC
Top Portfolio Positions
1,156 positions ·
$67,744,566 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
29,844 | $5,565,906 | 8.22% |
| GLD |
Spdr Gold Trust
|
13,190 | $5,227,328 | 7.72% |
| AAPL |
Apple Inc.
Technology
|
18,976 | $5,158,815 | 7.62% |
| SCI |
Service Corp International
Consumer Cyclical
|
46,472 | $3,623,421 | 5.35% |
| KMI |
Kinder Morgan, Inc.
Energy
|
104,356 | $2,868,746 | 4.23% |
| BA |
Boeing Co
Industrials
|
12,858 | $2,791,728 | 4.12% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,134 | $2,758,582 | 4.07% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,239 | $2,594,185 | 3.83% |
| MSFT |
Microsoft Corp
Technology
|
4,659 | $2,253,185 | 3.33% |
| HAL |
Halliburton Co
Energy
|
76,692 | $2,167,315 | 3.20% |
Portfolio Trend
Holdings in BZFD
Export CSVShares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $930 | 1,000 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,700 | 1,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,000 | 1,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,130 | 1,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,670 | 1,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,665 | 1,000 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,760 | 1,000 | Shares | Sole | 2024-07-26 | |
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