Counterweight Ventures, LLC Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$153.1B

Holdings

71

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (71 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
49,248$7.8B5.08%
2
IWFISHARES TR
18,262$7.8B5.06%
3
IJRISHARES TR
59,818$6.5B4.27%
4
MSFTMICROSOFT CORP
13,003$6.5B4.22%
5
AAPLAPPLE INC
31,142$6.4B4.17%
6
AVGOBROADCOM INC
19,114$5.3B3.44%
7
AMZNAMAZON COM INC
23,504$5.2B3.37%
8
JPMJPMORGAN CHASE & CO.
16,669$4.8B3.16%
9
GOOGALPHABET INC
26,823$4.8B3.11%
10
RYROYAL BK CDA
35,227$4.6B3.03%
11
TLTISHARES TR
50,775$4.5B2.93%
12
RSPINVESCO EXCHANGE TRADED FD T
23,848$4.3B2.83%
13
VVISA INC
11,770$4.2B2.73%
14
COSTCOSTCO WHSL CORP NEW
4,221$4.2B2.73%
15
AGGISHARES TR
39,835$4.0B2.58%
16
ABBVABBVIE INC
20,914$3.9B2.54%
17
PANWPALO ALTO NETWORKS INC
16,906$3.5B2.26%
18
IJHISHARES TR
55,764$3.5B2.26%
19
VCITVANGUARD SCOTTSDALE FDS
41,049$3.4B2.22%
20
DUKDUKE ENERGY CORP NEW
24,998$2.9B1.93%
21
HDHOME DEPOT INC
7,764$2.8B1.86%
22
USHYISHARES TR
72,952$2.7B1.79%
23
IVVISHARES TR
4,283$2.7B1.74%
24
EFAISHARES TR
28,314$2.5B1.65%
25
IYWISHARES TR
13,575$2.4B1.54%
26
AMGNAMGEN INC
7,828$2.2B1.43%
27
SHYISHARES TR
25,615$2.1B1.39%
28
DGROISHARES TR
31,838$2.0B1.33%
29
NUENUCOR CORP
14,981$1.9B1.27%
30
MRKMERCK & CO INC
24,013$1.9B1.24%
31
UNHUNITEDHEALTH GROUP INC
5,810$1.8B1.18%
32
LMTLOCKHEED MARTIN CORP
3,874$1.8B1.17%
33
XLFSELECT SECTOR SPDR TR
34,050$1.8B1.16%
34
MPCMARATHON PETE CORP
10,679$1.8B1.16%
35
XLUSELECT SECTOR SPDR TR
20,668$1.7B1.10%
36
XLFISELECT SECTOR SPDR TR
20,662$1.7B1.09%
37
CATCATERPILLAR INC
4,252$1.7B1.08%
38
PSXPHILLIPS 66
12,545$1.5B0.98%
39
CSCOCISCO SYS INC
20,599$1.4B0.93%
40
WMWASTE MGMT INC DEL
6,237$1.4B0.93%
41
IYHISHARES TR
23,110$1.3B0.85%
42
IBBISHARES TR
9,315$1.2B0.77%
43
BMYBRISTOL-MYERS SQUIBB CO
21,134$978.3M0.64%
44
CVXCHEVRON CORP NEW
6,059$867.6M0.57%
45
VISVANGUARD WORLD FD
3,045$852.8M0.56%
46
BCRXBIOCRYST PHARMACEUTICALS INC
93,384$836.7M0.55%
47
AMDADVANCED MICRO DEVICES INC
4,620$655.6M0.43%
48
BACVERIZON COMMUNICATIONS INC
13,955$603.8M0.39%
49
IYEISHARES TR
13,212$597.4M0.39%
50
EFAVISHARES TR
7,058$593.3M0.39%
51
RTXRTX CORPORATION
4,010$585.5M0.38%
52
STXSEAGATE TECHNOLOGY HLDNGS PL
3,750$541.2M0.35%
53
IYMISHARES TR
3,857$540.0M0.35%
54
XOMEXXON MOBIL CORP
4,691$505.7M0.33%
55
IBMINTERNATIONAL BUSINESS MACHS
1,570$462.8M0.30%
56
NEENEXTERA ENERGY INC
4,957$344.1M0.22%
57
MCDMCDONALDS CORP
1,076$314.4M0.21%
58
QCOMQUALCOMM INC
1,888$300.7M0.20%
59
WMTWALMART INC
3,000$293.3M0.19%
60
KIMKIMCO RLTY CORP
13,728$288.6M0.19%
61
KHCKRAFT HEINZ CO
11,001$284.0M0.19%
62
DWXSPDR INDEX SHS FDS
6,675$281.4M0.18%
63
ADBEADOBE INC
726$280.9M0.18%
64
PEPPEPSICO INC
2,084$275.2M0.18%
65
JNJJOHNSON & JOHNSON
1,646$251.4M0.16%
66
OIHVANECK ETF TRUST
1,061$244.3M0.16%
67
CRMSALESFORCE INC
880$240.0M0.16%
68
PGPROCTER AND GAMBLE CO
1,485$236.6M0.15%
69
PLTRPALANTIR TECHNOLOGIES INC
1,676$228.5M0.15%
70
MDYSPDR S&P MIDCAP 400 ETF TR
400$226.6M0.15%
71
SHELSHELL PLC
3,175$223.6M0.15%