Consolidated Portfolio Review Corp
$1.2B in tracked AUM across 34 positions as of Q2 2026.
Consolidated Portfolio Review's $1.1B Q1 2026 13F is a 34-holding ETF portfolio with a notable crypto-Bitcoin overlay and a new QQQ position that replaced the prior quarter's Invesco Nasdaq entry. SPY dominates at 39.3%, IVV adds another 8.0%, and the manager holds both iShares Bitcoin Trust (IBIT, 7.5%) and Fidelity Wise Origin Bitcoin (FBTC, 4.5%) — a dual-track Bitcoin strategy through the ETF wrapper. The single largest move was a $25.8M reduction in SPY shares, while Alphabet was increased 31.5% in shares and ASML was added 48.9% in shares. Five new satellite positions entered, including QQQ ($74.5M), SMH (semiconductors), and Atlas Energy Solutions. The whaleScore of 74.75 reflects the scale of a core-plus-Bitcoin allocation, not active stock selection.
Quarter at a glance — Q2 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q2 2026.