CARY STREET PARTNERS FINANCIAL LLC: 13F holdings
CIK 14750452026Q2
| Positions | 1,085 |
|---|
| Reported value | $4.6bn |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 1,085 (+100 vs prior quarter) |
|---|
| Reported value | $4.6bn (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD VALUE ETF | 650,283 | $141.7m | 3.1% |
| AAPL APPLE INC COM | 481,881 | $139.4m | 3.0% |
| VUG VANGUARD GROWTH ETF | 1,325,972 | $112.4m | 2.5% |
| GOOG ALPHABET INC CAP STK CL C | 228,525 | $80.7m | 1.8% |
| MSFT MICROSOFT CORP COM | 213,728 | $79.7m | 1.7% |
| TACK Fairlead Tactical Sector ETF | 2,417,224 | $76.5m | 1.7% |
| EFG ISHARES MSCI EAFE GROWTH ETF | 516,696 | $64.3m | 1.4% |
| EFV ISHARES MSCI EAFE VALUE ETF | 814,245 | $60.9m | 1.3% |
| FLXR TCW FLEXIBLE INCOME ETF | 1,531,303 | $60.0m | 1.3% |
| VB VANGUARD SMALL-CAP ETF | 190,361 | $57.7m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1475045")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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