&PARTNERS: 13F holdings
CIK 1071362026Q2
| Positions | 2,509 |
|---|
| Reported value | $24.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 2,509 (+114 vs prior quarter) |
|---|
| Reported value | $24.4bn (+20.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 2,974,072 | $858.4m | 3.5% |
| IVV ISHARES TR | 936,468 | $702.0m | 2.9% |
| IJH ISHARES TR | 8,336,989 | $643.0m | 2.6% |
| NVDA NVIDIA CORPORATION | 2,989,211 | $598.4m | 2.5% |
| MSFT MICROSOFT CORP | 1,521,203 | $566.3m | 2.3% |
| AGG ISHARES TR | 4,253,416 | $420.9m | 1.7% |
| DFAI DIMENSIONAL ETF TRUST | 9,826,699 | $405.6m | 1.7% |
| AVGO BROADCOM INC | 956,184 | $361.2m | 1.5% |
| GOOGL ALPHABET INC | 959,152 | $342.9m | 1.4% |
| IEFA ISHARES TR | 3,429,402 | $331.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="107136")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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