Consolidated Portfolio Review Corp Top Holdings and 13F Report (2026) About Consolidated Portfolio Review CorpInvestment ActivityConsolidated Portfolio Review Corp has $1.10 billion in total holdings as of March 31, 2026.Consolidated Portfolio Review Corp owns shares of 34 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Consolidated Portfolio Review Corp has purchased 34 new stocks and bought additional shares in 11 stocks.Consolidated Portfolio Review Corp sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $430,249,934iShares Core S&P 500 ETF $88,160,804ISHARES BITCOIN TRUST ETF $82,302,748Invesco QQQ $74,540,523iShares Core S&P Mid-Cap ETF $60,719,600 Largest Purchases this Quarter Alphabet 15,140 shares (about $4.34M)ASML 1,480 shares (about $1.95M)Tesla 4,555 shares (about $1.69M)Microsoft 4,340 shares (about $1.61M)Apple 3,900 shares (about $989.78K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 7,182 shares (about $4.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofConsolidated Portfolio Review Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$430,249,934$4,670,741 â–¼-1.1%661,57739.3%FinanceIVViShares Core S&P 500 ETF$88,160,804$8,492 â–²0.0%134,9658.0%ETFISHARES BITCOIN TRUST ETF$82,302,7480.0%2,142,1857.5%SHS BEN INTQQQInvesco QQQ$74,540,523$50,215 â–²0.1%129,1466.8%FinanceIJHiShares Core S&P Mid-Cap ETF$60,719,6000.0%899,1505.5%ETFVEAVanguard FTSE Developed Markets ETF$53,789,3930.0%839,4104.9%ETFFIDELITY WISE ORIGIN BITCOIN$49,252,6840.0%834,3674.5%SHSVOVanguard Mid-Cap ETF$32,280,1810.0%112,4042.9%ETFGLDSPDR Gold Shares$30,647,4050.0%71,2252.8%FinanceIJRiShares Core S&P Small-Cap ETF$26,322,2700.0%211,7472.4%ETFGOOGAlphabet$18,112,340$4,343,060 â–²31.5%63,1401.7%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$18,037,8310.0%199,2471.6%ETFRSPInvesco S&P 500 Equal Weight ETF$14,525,729$41,263 â–²0.3%75,6861.3%ETFBITWISE BITCOIN ETF TR$12,380,1230.0%336,3251.1%SHS BEN INTGOOGLAlphabet$12,301,8170.0%42,7801.1%Computer and TechnologySMHVanEck Semiconductor ETF$9,303,201$26,838 â–²0.3%24,2650.8%ManufacturingATLAS ENERGY SOLUTIONS INC$8,238,6380.0%627,9450.8%COM NEWAAPLApple$7,919,517$989,781 â–²14.3%31,2050.7%Computer and TechnologyROIVRoivant Sciences$7,659,8810.0%276,5300.7%MedicalAMZNAmazon.com$6,618,8210.0%31,7800.6%Retail/WholesaleJPMJPMorgan Chase & Co.$6,324,4400.0%21,5000.6%FinanceASMLASML$5,950,339$1,954,828 â–²48.9%4,5050.5%Computer and TechnologyMETAMeta Platforms$5,855,7510.0%10,2350.5%Computer and TechnologyMSFTMicrosoft$5,126,855$1,606,538 â–²45.6%13,8500.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,104,856$12,833 â–²0.3%15,9120.5%ETFIWMiShares Russell 2000 ETF$4,752,1760.0%19,1620.4%FinanceVNQVanguard Real Estate ETF$4,628,793$49,317 â–²1.1%52,1850.4%ETFTSLATesla$3,684,043$1,693,321 â–²85.1%9,9100.3%Auto/Tires/TrucksBRK.ABerkshire Hathaway$3,590,7000.0%50.3%FinanceVEUVanguard FTSE All-World ex-US ETF$3,142,8060.0%41,8480.3%ETFVWOVanguard FTSE Emerging Markets ETF$2,811,1410.0%52,0100.3%ETFVXUSVanguard Total International Stock ETF$560,6670.0%7,2710.1%ETFIWViShares Russell 3000 ETF$401,4460.0%1,0830.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$351,7310.0%3,5430.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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