CONSOLIDATED CAPITAL MANAGEMENT, LLC

CIK: 0001666613Latest portfolio: $330.5M · Q4 2025

Holdings

79

Total Value

$330.5M

New Positions

33

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
SGOVISHARES TR
304,879$30.6M9.26%+298K
2
GQ9SPDR GOLD TR
40,496$16.0M4.86%-23,915
3
MSFTMICROSOFT CORP
32,954$15.9M4.82%+3K
4
AAPLAPPLE INC
58,016$15.8M4.77%+1K
5
AMZNAMAZON COM INC
59,962$13.8M4.19%-3,168
6
USHYISHARES TR
334,667$12.5M3.79%+305K
7
NVDANVIDIA CORPORATION
64,438$12.0M3.64%+27K
8
GOOGLALPHABET INC
38,211$12.0M3.62%+1K
9
FTCBFIRST TR EXCHANGE-TRADED FD
541,198$11.5M3.48%NEW
10
METAMETA PLATFORMS INC
16,758$11.1M3.35%+940
11
VVISA INC
25,741$9.0M2.73%+265
12
VIGVANGUARD SPECIALIZED FUNDS
39,784$8.7M2.65%-71,258
13
IYHISHARES TR
130,231$8.5M2.57%-178,289
14
RSPINVESCO EXCHANGE TRADED FD T
42,931$8.2M2.49%-80,156
15
CATCATERPILLAR INC
14,108$8.1M2.45%+5K
16
JPMJPMORGAN CHASE & CO.
24,913$8.0M2.43%+6K
17
GEGE AEROSPACE
25,301$7.8M2.36%-2,140
18
MMM3M CO
43,464$7.0M2.11%NEW
19
COSTCOSTCO WHSL CORP NEW
7,750$6.7M2.02%-1,584
20
CEGCONSTELLATION ENERGY CORP
18,676$6.6M2.00%+3K
21
OEFISHARES TR
19,182$6.6M1.99%NEW
22
IWMISHARES TR
26,622$6.6M1.98%NEW
23
BLKBLACKROCK INC
5,616$6.0M1.82%+780
24
INTCINTEL CORP
133,573$4.9M1.49%NEW
25
IYRISHARES TR
51,797$4.9M1.47%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
USHY335K+305K
NVDA64K+27K
AVGO14K+13K
NFLX11K+10K
JPM25K+6K
MSFT33K+3K
CEG19K+3K
GOOG4K+2K
ORCL3K+2K
AAPL58K+1K

Decreased Positions

NameSharesChange
IYH130K-178289
QSR3K-74019
NUE3K-48129
VDC21K-40970
GQ940K-23915
XLU45K-19793
LLY405-8918
AMZN60K-3168
GE25K-2140
COST8K-1584

Sector Breakdown

Financial Services0.0% ($3.0603125141148992e+100T)
Technology0.0% ($1.5937157721201748e+52T)
Industrials0.0% ($808277936958.5T)
Unknown0.0% ($160482898.2T)
Communication Services0.0% ($119601106.1T)
Consumer Cyclical0.0% ($13840702.4T)
Healthcare0.0% ($495435.3T)
Consumer Defensive0.0% ($66.8T)
Utilities0.0% ($66.0B)
Basic Materials0.0% ($41.2M)
Energy0.0% ($254K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$330.5M79
Q3 2025Nov 13, 2025$282.3B53
Q2 2025Jul 17, 2025$276.7B48
Q1 2025Apr 30, 2025$240.8B45

Fund Information

CIK0001666613
Most Recent FilingFeb 10, 2026
Number of Filings4

CONSOLIDATED CAPITAL MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $330.5M across 79 holdings. The largest position is ISHARES TR (SGOV), representing 9.3% of the portfolio. Compared to the previous quarter, the fund opened 33 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.