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CIK: 0001600403
Total reported value
$1.0B
$1.0B
196 檔
66.4%
The Q1 2025 SEC filing reveals that Ckw Financial Group held a total portfolio value of $1.0B, covering 196 public equity positions.
In Q1 2025, Ckw Financial Group displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 66.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 47.29% | +1.23% | -0.39% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 20.66% | -1.06% | +2.36% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.23% | +0.03% | +4.18% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 5.55% | -0.89% | +4.43% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.72% | +0.28% | +1.22% | |
| 6 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 4.54% | +0.10% | +3.13% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.12% | — | +5.34% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.46% | -0.04% | +4.60% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | -0.10% | -10.48% | |
| 10 | MATX | Matson Inc | Stock-Industrials | 0.59% | +0.13% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.02% | -13.48% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.50% | +0.03% | +0.08% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.02% | -8.60% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.15% | -7.42% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.01% | +3.40% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.30% | +0.01% | +5.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | -5.45% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.03% | +0.56% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.14% | — | -11.49% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | +132.94% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.01% | -57.59% | |
| 22 | FHB | First Hawaiian Inc | Stock-Other | 0.10% | +0.01% | — | |
| 23 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.10% | -0.02% | — | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | +0.01% | -14.34% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | +0.39% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.07% | — | -0.84% | |
| 27 | LIN | Linde plc | Stock-Materials | 0.07% | — | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.01% | +0.31% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | NEW | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.06% | -0.01% | +0.15% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.05% | — | -78.33% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.05% | — | -1.96% | |
| 33 | ALEX | Alexander & Baldwin Inc | Stock-Other | 0.04% | — | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.04% | +0.01% | — | |
| 35 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.03% | — | — | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.03% | -0.01% | — | |
| 37 | GE | General Electric | Stock-Industrials | 0.03% | +0.01% | -41.88% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.03% | -0.01% | +0.18% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.03% | -0.01% | +0.16% | |
| 40 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.02% | — | — | |
| 44 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.02% | — | -49.74% | |
| 45 | BOH | Bank Of Hawaii CORP | Stock-Other | 0.02% | — | -0.04% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | -41.93% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.02% | +0.01% | — | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.02% | -0.01% | — | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.02% | — | +0.54% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | +0.05% | — |
According to official SEC Form 13F filings, Ckw Financial Group reported a total U.S. public equity portfolio value of $1.0B across 196 disclosed positions in Q1 2025.
During Q1 2025, Ckw Financial Group's top holdings by market value included IVV (47.3%)、IEFA (20.7%)、IJH (6.2%). The largest single position, IVV, represented 47.3% of total portfolio value.
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Top New Position Initiated
IVV
市值: $378.4M
In Q1 2025, Ckw Financial Group made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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