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Filers›Family Office›Wick Capital Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Wick Capital Partners, LLC

Wick's family office based in Boston, MA — $548M in tracked AUM across 231 positions as of Q1 2026.

W
Wick·Boston, MA·Family Office
CIK 0001904388 · last filed Mar 31, 2026
Total AUM
$548M
▼ 19.8%
vs prior
Holdings
231
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Wick Capital Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$132M930K24.2%
02
VTI
VANGUARD INDEX FDS
$43M135K7.9%
03
IVVB
BLACKROCK ETF TRUST II
$35M1.1M6.4%
04
IVV
ISHARES TR
$27M41K4.8%
05
IXUS
ISHARES TR
$23M265K4.2%
06
IBDS
ISHARES TR
$22M894K4.0%
07
QQQM
INVESCO EXCH TRADED FD TR II
$17M73K3.2%
08
IEFA
ISHARES TR
$17M168K3.1%
09
IBDR
ISHARES TR
$12M483K2.1%
10
HELO
J P MORGAN EXCHANGE TRADED F
$11M176K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Wick
haiku-4-5 · 231 positions indexed
Sector mix
  • Tech5%
  • Cons. Disc.10%
  • Communications19%
  • Industrials9%
  • Energy35%
  • Other22%
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