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Filers›Family Office›Shilanski & Associates, Inc.
DOSSIER · 13F-HR · Q3 2025

Shilanski & Associates, Inc.

Shilanski & Associates's family office based in Greenwich, CT — $376M in tracked AUM across 109 positions as of Q3 2025.

S&
Shilanski & Associates·Greenwich, CT·Family Office
CIK 0001722084 · last filed Sep 30, 2025
Total AUM
$376M
▲ 18.5%
vs prior
Holdings
109
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Shilanski & Associates, Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$45M68K12.0%
02
SCHB
SCHWAB STRATEGIC TR
$32M1.2M8.4%
03
FNDF
SCHWAB STRATEGIC TR
$14M337K3.8%
04
SPYG
SPDR SERIES TRUST
$12M111K3.1%
05
SPHD
INVESCO EXCH TRADED FD TR II
$11M231K3.0%
06
TIP
ISHARES TR
$10M94K2.8%
07
JNK
SPDR SERIES TRUST
$10M107K2.8%
08
SPIB
SPDR SERIES TRUST
$10M307K2.8%
09
IBM
INTERNATIONAL BUSINESS MACHS
$10M36K2.7%
10
SRLN
SSGA ACTIVE ETF TR
$9M224K2.5%

Filing history

Filing history loading…
AI Agent · grounded in Shilanski
haiku-4-5 · 109 positions indexed
Sector mix
  • Tech16%
  • Financials5%
  • Health Care10%
  • Industrials6%
  • Energy44%
  • Other19%
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