Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Iren Ltd Registered Shs Isin#au0000185993CUSIP Q4982L109 | $5.3M | 5.2% | |
| MINTPimco Etf Tr Enhanced Short Mat Active Etf | $5.0M | 4.9% | |
| NVDANvidia Corp Com | $4.7M | 4.6% | |
| GDXVaneck Etf Tr Gold Miners Etf | $3.6M | 3.5% | |
| WULFTerawulf Inc Com | $3.6M | 3.5% | |
| JGROJ P Morgan Exchange-traded Fd Tr Active Growth Etf | $3.2M | 3.1% | |
| QQQInvesco Qqq Tr Unit Ser 1 | $3.0M | 2.9% | |
| AAPLApple Inc Com | $2.9M | 2.8% | |
| RDVIFirst Tr Exchange-traded Fd Iv Vest Rising Dividend Achievers Income Etf | $2.6M | 2.6% | |
| AMZNAmazon Com Inc Com | $2.4M | 2.4% | |
| SPYState Str Spdr S&p 500 Etf Tr Tr Unit | $2.3M | 2.3% | |
| CAIECalamos Etf Tr Autocallable Income Etf | $2.2M | 2.2% | |
| SPBUAim Etf Prods Tr Allianzim Buffer 15 Uncapped Allocation Etf | $2.0M | 1.9% | |
| SDVDFirst Tr Exchange-traded Fd Iv Vest Smid Rising Divid Achievers Target Income Etf | $1.9M | 1.9% | |
| VCITVanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Shs | $1.9M | 1.8% | |
| BUFQFirst Tr Exchange Traded Fd Viii Ft Vest Laddered Nasdaq Buffer Etf | $1.8M | 1.7% | |
| QQQINeos Etf Tr Nasdaq 100 High Income Etf | $1.7M | 1.6% | |
| BUFYFirst Tr Exchange-traded Fd Viii Ft Vest Laddered Intl | $1.6M | 1.6% | |
| BUFRFirst Tr Exchange-traded Fd Viii Ft Vest Laddered Buffer Etf | $1.6M | 1.6% | |
| BRK/BBerkshire Hathaway Inc Del Cl B New | $1.6M | 1.5% | |
| BKLNInvesco Exchange-traded Fd Tr II Sr Ln Etf | $1.5M | 1.5% | |
| CRWDCrowdstrike Hldgs Inc Cl A | $1.4M | 1.3% | |
| FLTRVaneck Etf Tr Ig Fltg Rate Etf | $1.3M | 1.2% | |
| BUFDFirst Tr Exchange Traded Fd Viii Ft Vest Laddered Deep Buffer Etf | $1.3M | 1.2% | |
| IAUIshares Gold Tr Ishares New | $1.2M | 1.2% |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| March 31, 2024 | +6.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Vima LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2012155&type=13F-HR&dateb=&owner=include&count=40CIK 2012155
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2012155/000201215526000002/Filed July 24, 2026 · accession 0002012155-26-000002