Portfolio Overview
As of March 25, 2026 | 14:30 EST
Total Portfolio Value
$12,482,910.45
+$142,500.00 YTD
Available Cash (Sweeps)
$845,200.00
Money Market Yield: 4.85%
Primary Advisor
Jonathan Pierce, CFA
Managing Director
Asset Allocation
Net Returns vs Benchmark
Portfolio
S&P 500
Secure Document Vault
Go to Vault →PDF
Q1 2026 Performance Statement
Added: Mar 31, 2026
PDF
2025 Consolidated Tax Document (1099)
Added: Feb 15, 2026