Institutional Manager · CIK 0001981942
CALL TO ACTION FOUNDATION
SALT LAKE CITY, UT · File #028-23880
Latest AUM
$534.7M
Positions
1
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | VANGUARD INDEX FDS | 922908363 | -62,253 | -$39.0M | +$13.5M |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20251 pos · $534.7M
- 13F COMBINATION REPORTQ/E Sep 20251 pos · $560.2M
- 13F COMBINATION REPORTQ/E Jun 20251 pos · $521.5M
- 13F COMBINATION REPORTQ/E Mar 20251 pos · $466.8M
- 13F COMBINATION REPORTQ/E Dec 20241 pos · $488.0M
- 13F COMBINATION REPORTQ/E Sep 20241 pos · $475.0M
- 13F COMBINATION REPORTQ/E Jun 20241 pos · $454.3M
- 13F COMBINATION REPORTQ/E Mar 20241 pos · $480.5M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 852,551 | $534.7M | 100.00% |