AI Portfolio Summary
In 2025 Q4, Vanguard Personalized Indexing Management, LLC maintained a portfolio of 2093 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 2.2%. The fund also reduced its exposure to ABBOTT LABS by 7.3%.
Total Positions
2093
Quarter
2025 Q4
Top Holding
NVDA (6.6%)
Top 10 Concentration
34.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2093
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.62% | 6.81% |
#1
Prev: #1
|
5.1 | 76,965 | 2.2% |
P
S
|
3,637,198 | $678,337,427 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 6.15% | 5.86% |
#2
1
Prev: #3
|
4.5 | 72,502 | 3.2% |
P
S
|
2,318,807 | $630,390,871 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.37% | 5.95% |
#3
1
Prev: #2
|
3.6 | 17,244 | 1.5% |
P
S
|
1,138,269 | $550,489,653 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.49% | 2.69% |
#4
1
Prev: #5
|
3.9 | 63,804 | 5.9% |
P
S
|
1,143,981 | $358,066,053 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.13% | 3.04% |
#5
1
Prev: #4
|
2.3 | 40,382 | 3.0% |
P
S
|
1,391,525 | $321,191,801 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 2.68% | 2.62% |
#6
Prev: #6
|
1.6 | 19,949 | 2.6% |
P
S
|
793,370 | $274,585,358 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.08% | 2.41% |
#7
Prev: #7
|
1.3 | 2,557 | 0.8% |
P
S
|
322,696 | $213,008,403 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.73% | 1.71% |
#8
Prev: #8
|
1.2 | 18,416 | 4.9% |
P
S
|
393,391 | $176,915,801 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.68% | 1.39% |
#9
1
Prev: #10
|
1.2 | -7,167 | -1.3% |
P
S
|
548,483 | $172,113,965 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.52% | 1.46% |
#10
1
Prev: #9
|
2.6 | 30,850 | 6.8% |
P
S
|
483,548 | $155,808,837 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.40% | 0.93% |
#11
1
Prev: #12
|
2.6 | 14,381 | 12.0% |
P
S
|
133,817 | $143,810,454 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.12% | 1.16% |
#12
1
Prev: #11
|
0.9 | 3,498 | 1.6% |
P
S
|
228,557 | $114,884,176 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.94% | 0.93% |
#13
Prev: #13
|
0.9 | 10,692 | 4.0% |
P
S
|
275,487 | $96,616,046 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.83% | 0.75% |
#14
3
Prev: #17
|
2.3 | 49,772 | 7.0% |
P
S
|
763,059 | $85,012,403 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.75% | 0.78% |
#15
1
Prev: #16
|
0.8 | 1,867 | 1.4% |
P
S
|
135,452 | $77,326,838 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.66% | 0.58% |
#16
6
Prev: #22
|
2.3 | 17,876 | 5.8% |
P
S
|
325,117 | $67,282,962 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.65% | 0.67% |
#17
2
Prev: #19
|
0.8 | 9,546 | 3.4% |
P
S
|
293,534 | $67,069,584 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 0.64% | 0.86% |
#18
4
Prev: #14
|
3.3 | 633,129 | 905.2% |
P
S
|
703,070 | $65,919,843 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.63% | 0.59% |
#19
2
Prev: #21
|
2.3 | 27,806 | 5.5% |
P
S
|
537,151 | $64,640,751 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.58% | 0.68% |
#20
2
Prev: #18
|
0.7 | -2,166 | -3.0% |
P
S
|
69,197 | $59,671,341 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.55% | 0.56% |
#21
2
Prev: #23
|
2.2 | 16,839 | 5.6% |
P
S
|
315,385 | $56,059,684 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.53% | 0.80% |
#22
7
Prev: #15
|
0.7 | 2,538 | 0.9% |
P
S
|
278,551 | $54,292,375 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.50% | 0.47% |
#23
1
Prev: #24
|
2.2 | 47,060 | 5.3% |
P
S
|
933,304 | $51,331,720 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.49% | 0.43% |
#24
3
Prev: #27
|
2.2 | 36,307 | 5.9% |
P
S
|
651,765 | $50,205,458 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.47% | 0.35% |
#25
10
Prev: #35
|
2.2 | 18,059 | 8.7% |
P
S
|
226,714 | $48,553,070 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.46% | 0.60% |
#26
6
Prev: #20
|
0.7 | -6,761 | -4.7% |
P
S
|
138,277 | $47,581,116 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE
|
Industrials | 0.44% | 0.43% |
#27
1
Prev: #26
|
0.7 | 4,820 | 3.4% |
P
S
|
145,505 | $44,819,905 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.43% | 0.24% |
#28
39
Prev: #67
|
2.2 | 16,562 | 11.9% |
P
S
|
156,061 | $44,541,370 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.43% | 0.36% |
#29
3
Prev: #32
|
0.7 | 3,512 | 4.8% |
P
S
|
76,875 | $44,039,381 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.40% | 0.28% |
#30
22
Prev: #52
|
2.7 | 66,115 | 20.7% |
P
S
|
385,886 | $40,618,360 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.38% | 0.46% |
#31
6
Prev: #25
|
0.7 | -19,585 | -6.7% |
P
S
|
274,296 | $39,309,360 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.38% | 0.36% |
#32
1
Prev: #33
|
0.7 | 1,156 | 2.7% |
P
S
|
44,709 | $39,299,211 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.38% | 0.37% |
#33
2
Prev: #31
|
0.7 | 4,385 | 3.4% |
P
S
|
132,028 | $39,108,014 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.38% | 0.35% |
#34
Prev: #34
|
2.2 | 10,426 | 5.1% |
P
S
|
212,944 | $39,053,930 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 0.38% | 0.34% |
#35
1
Prev: #36
|
0.7 | 17,302 | 4.4% |
P
S
|
412,511 | $38,446,025 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.37% | 0.39% |
#36
8
Prev: #28
|
2.1 | 7,286 | 6.7% |
P
S
|
116,205 | $38,360,433 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.36% | 0.28% |
#37
12
Prev: #49
|
0.6 | 9,578 | 4.7% |
P
S
|
215,549 | $36,897,678 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.36% | 0.29% |
#38
6
Prev: #44
|
0.6 | 2,829 | 2.0% |
P
S
|
142,520 | $36,626,215 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.35% | 0.34% |
#39
2
Prev: #37
|
0.6 | 19,944 | 4.0% |
P
S
|
516,484 | $36,107,397 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.35% | 0.29% |
#40
5
Prev: #45
|
2.1 | 15,889 | 15.6% |
P
S
|
117,765 | $35,787,606 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.34% | 0.30% |
#41
1
Prev: #42
|
2.1 | 11,064 | 5.9% |
P
S
|
197,398 | $35,044,067 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.33% | 0.25% |
#42
18
Prev: #60
|
2.1 | 6,190 | 11.5% |
P
S
|
59,901 | $33,925,530 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.33% | 0.38% |
#43
14
Prev: #29
|
0.6 | -14,658 | -6.2% |
P
S
|
222,433 | $33,901,014 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.33% | 0.29% |
#44
4
Prev: #48
|
2.1 | 6,689 | 8.0% |
P
S
|
90,670 | $33,543,366 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.33% | 0.27% |
#45
8
Prev: #53
|
2.1 | 32,782 | 17.7% |
P
S
|
217,730 | $33,445,505 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.33% | 0.33% |
#46
8
Prev: #38
|
0.6 | 2,895 | 2.7% |
P
S
|
109,084 | $33,339,342 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
AMPHENOL CORP N...
|
Technology | 0.32% | 0.31% |
#47
7
Prev: #40
|
0.6 | 164 | 0.1% |
P
S
|
243,345 | $32,885,643 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.31% | 0.38% |
#48
18
Prev: #30
|
0.6 | -20,143 | -7.3% |
P
S
|
254,740 | $31,916,374 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.30% | 0.33% |
#49
10
Prev: #39
|
0.6 | -2,329 | -1.2% |
P
S
|
194,149 | $31,141,500 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 0.30% | 0.27% |
#50
4
Prev: #54
|
0.6 | 4,788 | 4.3% |
P
S
|
116,780 | $30,936,190 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 2093 holdings