Lester Murray Antman dba SimplyRich

Q3 2025 13F Holdings

  • Location
    carlsbad, CA
  • Num holdings

    200

  • Value ($000)

    $371

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001725888
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$27.57K
7 %

108,295

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$24.09K
7 %

98,920

U
USMV

ISHARES TR

S&P 100 ETF
46429B697
$20.05K
5 %

210,695

E
EFAV

ISHARES TR

S&P 100 ETF
46429B689
$16.13K
4 %

190,104

G
GOOGL

ALPHABET INC

CAP STK CL C
02079K305
$15.01K
4 %

61,747

E
EEMV

ISHARES INC

MSCI AUST ETF
464286533
$14.91K
4 %

233,666

M
MSFT

MICROSOFT CORP

COM
594918104
$13.39K
4 %

25,856

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$9.74K
3 %

34,895

V
V

VISA INC

COM CL A
92826C839
$8.04K
2 %

23,552

H
HD

HOME DEPOT INC

COM
437076102
$6.92K
2 %

17,070

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