65 assets, filed May 14, 2026 (FD Original).
(Frmrly Cash/CRA)
Bank/brokerage account · BMO Harris 3762 SP
None
50 Central Ave
Real property
$25,000,000
600, LC
Other
$25,000,000
Aircraft Holding & Leasing, LLC
Other
$25,000,001 - $50,000,000
American Momentum Bank (28)
Bank/brokerage account
$15,001 - $50,000
Auto Central Services, Inc
Other
$15,001 - $50,000
BMO Harris 2340
Bank/brokerage account
$50,001 - $100,000
CCFU (81)
Bank/brokerage account
$15,001 - $50,000
Champlain Mid Cap Fund
Mutual fund · BMO Harris 5247
None
Chub Cay Dock
Real property
$5,000,000
SHRIX
Cl I · Mutual fund · BMO Harris 5247
None
Commerce Bank Stock
Other
$50,001 - $100,000
Country Club Shores II, LLC
Real property
$5,000,000
Creekwood Hotel, LLC
Other liability
$25,000,000
Dock Rental 15/16 - LBK, FL
Other
$1,000,000
Dodge & Cox International Stock Fund - Class I
$250,000
Elizabeth City Land
Real property
$1,000,000
Ellenton Edge
Real property
$5,000,000
Federated Hermes Government Obligation Fund
$100,000
Federated Hermes Government Obligations Fund
$500,000
Federated Hermes Govt Obl Fund
Bank/brokerage account
$100,000
Florida Capital Group
Other
$250,001 - $500,000
Global X Funds Global X U.S. Infrastructure
$500,000
Global X U.S. Infrastructure Development ETF (PAVE)
$100,000
Investco QQQ Trust Series
Exchange-traded fund
$500,000
K-1
Jamatt Financial, Inc - Tampa FL · Other
$1,001 - $15,000
Land - KY
Real property
$100,001 - $250,000
Morgan Stanley Infrastructure Partners
Hedge fund
$250,000
Mortgages
Other
$1,000,000
Nissan of Elizabeth City, LLC
Other liability
$25,000,000
Nissan of Elizabeth City, LLC
Other liability
$5,000,000
Orange Park, LLCs, 100% Interest
Other
$1,000,001 - $5,000,000
RV Lots - MI
Real property
$500,000
Rental - Longboat Key FL
Other
$5,000,000
Rental Harbor Springs
Real property
$5,000,000
Rental St. Regis
Real property
$5,000,000
Rental Torch Lake, MI
Other
$25,000,000
SPY
SPDR S&P 500 ETF Trust · Exchange-traded fund
$5,000,000
Sarasota Bradenton Aviation, Inc
Other
$1,000,001 - $5,000,000
Snowmass - 1
Real property
$25,000,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$5,000,000
Stone Ridge High Yield Reinsurance Risk Premium Fd
$100,000
Truist - Checking (95) (Frmly SunTrust)
Bank/brokerage account
$50,001 - $100,000
Useppa - 2
Real property
$5,000,000
VB Pointe West Investments, LLC
Real property
$25,000,000
VB Restaurant Investments, LLC
Other
$100,001 - $250,000
Vanguard Dividend Appreciation Index Fund
Exchange-traded fund
$500,000
Vanguard Institutional Index Fund
Mutual fund
$5,000,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral
$250,000
VOO
Vanguard S&P 500 ETF · Exchange-traded fund
$5,000,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund
$250,000
Vanguard Ultra-Short-Term Tax-Exempt Fund Admiral
$500,000
Wood St
Real property
$25,000,000
iShares 1-3 Year Treasury Bond ETF
Exchange-traded fund
$250,000
IEFA
iShares Core MSCI EAFE ETF · Exchange-traded fund
$250,000
iShares Core MSCI Emerging Markets ETF (IEMG)
$250,000
IJH
iShares Core S&P Mid-Cap ETF · Exchange-traded fund
$500,000
iShares Core S&P Mid-Cap Intermediate
Exchange-traded fund
$500,000
iShares Core S&P Midcap ETF
Hedge fund
$250,000
iShares Russell 1000 Index Fund
Exchange-traded fund
$5,000,000
iShares Russell 2000
Exchange-traded fund
$250,000
iShares Russell 2000 ETF
Exchange-traded fund
$250,000
IWM
iShares Russell 2000 Index Fund · Exchange-traded fund · BMO Harris 3762 SP
None
IJK
iShares S&P Mid-Cap 400 Growth ETF · Exchange-traded fund
$250,000
iShares Select Dividend ETF
Exchange-traded fund · BMO Harris 5247
None