Warwick Investment Management, Inc.
Q3 2025 13F Holdings
- Locationbryan, TX
- Num holdings
153
- Value ($000)
$576,112
- Date Filed10/24/2025
- Form type13F-HR
- CIK0001931041
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHK SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | $112.40 M | 20 % | 3,499,310 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $94.27 M | 16 % | 2,444,177 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $49.13 M | 9 % | 263,456 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $22.30 M | 4 % | 37,147 | ||
XLRE SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | $19.02 M | 3 % | 451,508 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $18.47 M | 3 % | 255,026 | ||
VIOO VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | $18.10 M | 3 % | 163,818 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $15.93 M | 3 % | 48,539 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.87 M | 3 % | 31,010 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.37 M | 2 % | 15,568 |
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