Change Path, LLC
CIK
0001739728
City
LEAWOOD
State / Country
KS
Top Portfolio Positions
470 positions ·
$1,396,454,902 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
352,895 | $95,938,034 | 6.87% |
| NVDA |
Nvidia Corp
Technology
|
474,970 | $88,581,905 | 6.34% |
| QQQ |
Invesco Qqq Trust, Series 1
|
135,561 | $83,276,477 | 5.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
334,483 | $77,205,365 | 5.53% |
| MSFT |
Microsoft Corp
Technology
|
137,960 | $66,720,214 | 4.78% |
| SPY |
Spdr S&P 500 Etf Trust
|
85,488 | $58,295,976 | 4.17% |
| GOOGL |
Alphabet Inc.
Communication Services
|
136,396 | $42,691,948 | 3.06% |
| AVGO |
Broadcom Inc.
Technology
|
110,719 | $38,319,845 | 2.74% |
| META |
Meta Platforms, Inc.
Communication Services
|
44,681 | $29,493,480 | 2.11% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
61,932 | $27,852,058 | 1.99% |
Portfolio Trend
Holdings in FTHY
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $275,772 | 19,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $265,167 | 18,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $328,081 | 22,093 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $347,450 | 24,045 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $462,636 | 31,950 | Shares | Sole | 2025-02-13 | |
| No quarters match your search. | ||||||