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Bawa N Mallick Trust

Q1 2026 13F Holdings

  • Location
    forest hills, NY
  • Num holdings

    69

  • Value ($000)

    $244,163

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002040013
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

STATE STR SPDR S&P 500 ETF T

STATE STR SPDR S&P 500 ETF T
78462F103
$69.85M
29 %

107,400

N
NDQ

INVESCO QQQ TR

INVESCO QQQ TR
46090E103
$38.48M
16 %

66,668

I
IWF

ISHARES TR

ISHARES TR
464287614
$8.34M
3 %

19,550

V
VOO

VANGUARD INDEX FDS

VANGUARD INDEX FDS
922908363
$8.25M
3 %

13,801

V
VTI

VANGUARD INDEX FDS

VANGUARD INDEX FDS
922908769
$7.7M
3 %

24,000

I
IVV

ISHARES TR

ISHARES TR
464287200
$7.51M
3 %

11,500

I
IUSG

ISHARES TR

ISHARES TR
464287671
$5.74M
2 %

36,980

V
VUG

VANGUARD INDEX FDS

VANGUARD INDEX FDS
922908736
$5.57M
2 %

12,750

V
VV

VANGUARD INDEX FDS

VANGUARD INDEX FDS
922908637
$5.53M
2 %

18,500

S
SCHB

SCHWAB STRATEGIC TR

SCHWAB STRATEGIC TR
808524102
$5.33M
2 %

212,190

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