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Consolidated Portfolio Review Corp - Portfolio Stock Holdings

Consolidated Portfolio Review Corp disclosed 35 stock positions in a recent SEC 13F filing. $1,200,645,058 of stock holdings were filed, with the largest holdings including SPY, IVV, and QQQ. This filing represented positions held on June 30, 2026, and was filed on July 23, 2026.

We estimate the fund has a total AUM of $1,591,860,061 and has 56 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

35

Est. Stock Holding Value:

$1,200,645,058

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Consolidated Portfolio Review Corp

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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