COLDSTREAM CAPITAL MANAGEMENT INC: 13F holdings
CIK 10823392026Q2
| Positions | 1,219 |
|---|
| Reported value | $11.0bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 1,219 (+27 vs prior quarter) |
|---|
| Reported value | $11.0bn (+36.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK.A BERKSHIRE HATHAWAY INC DEL | 6,044 | $3.0bn | 27.7% |
| IVV ISHARES TR | 909,504 | $681.1m | 6.2% |
| MSFT MICROSOFT CORP | 1,327,315 | $495.1m | 4.5% |
| VOO VANGUARD INDEX FDS | 361,351 | $248.2m | 2.3% |
| VTV VANGUARD INDEX FDS | 1,134,483 | $247.2m | 2.3% |
| DFAI DIMENSIONAL ETF TRUST | 5,636,392 | $232.5m | 2.1% |
| VEA VANGUARD TAX-MANAGED FDS | 3,235,751 | $230.5m | 2.1% |
| VUG VANGUARD INDEX FDS | 2,648,650 | $228.2m | 2.1% |
| HEFA ISHARES TR | 4,561,052 | $214.0m | 2.0% |
| AAPL APPLE INC | 663,766 | $192.1m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1082339")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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