Bawa N Mallick Trust

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    forest hills, NY
  • CIK
    0002040013
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

69

$244.16M
SPY, NDQ, IWF, VOO
13F-HR
May 15, 2026
000204001326000012

73

$269.28M
SPY, NDQ, IVV, IWF
13F-HR
Mar 12, 2026
000204001326000010

74

$264.27M
SPY, NDQ, IVV, IWF
13F-HR
Mar 12, 2026
000204001326000009

67

$242.08M
SPY, NDQ, IVV, IWF
13F-HR
Mar 12, 2026
000204001326000008

65

$211.28M
SPY, NDQ, IVV, VOO
13F-HR
Mar 12, 2026
000204001326000006

68

$227.83M
SPY, NDQ, IVV, IWF
13F-HR
Mar 12, 2026
000204001326000005