Consolidated Portfolio Review Corp - Portfolio overview

Consolidated Portfolio Review Corp has 458 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 25.16%
2. IVV - ISHARES TR, 5.16%
3. IBIT - ISHARES BITCOIN TRUST ETF, 4.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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