Ballentine Partners, LLC: 13F holdings
CIK 13748892026Q2
| Positions | 1,078 |
|---|
| Reported value | $8.2bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 1,078 (+64 vs prior quarter) |
|---|
| Reported value | $8.2bn (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 5,455,709 | $2.0bn | 24.7% |
| IEFA ISHARES TR | 6,772,847 | $654.1m | 8.0% |
| ITOT ISHARES TR | 3,149,753 | $517.4m | 6.3% |
| IEMG ISHARES INC | 4,374,374 | $362.4m | 4.4% |
| VEA VANGUARD TAX-MANAGED FDS | 5,015,310 | $357.3m | 4.4% |
| IVV ISHARES TR | 370,566 | $277.5m | 3.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 227,359 | $169.8m | 2.1% |
| VWO VANGUARD INTL EQUITY INDEX F | 2,831,907 | $169.0m | 2.1% |
| IGF ISHARES TR | 2,532,785 | $168.7m | 2.1% |
| VNQ VANGUARD INDEX FDS | 1,609,924 | $155.2m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1374889")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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