Ellevest, Inc.: 13F holdings
CIK 16441282026Q2
| Positions | 469 |
|---|
| Reported value | $933.6m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 469 (+38 vs prior quarter) |
|---|
| Reported value | $933.6m (+29.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 643,347 | $90.1m | 9.7% |
| FRDM EA SERIES TRUST | 1,003,101 | $73.1m | 7.8% |
| VEA VANGUARD TAX-MANAGED FDS | 615,440 | $43.5m | 4.7% |
| COST COSTCO WHOLESALE CORPORATION | 33,918 | $31.7m | 3.4% |
| BND VANGUARD BD INDEX FDS | 502,593 | $25.3m | 2.7% |
| EFA ISHARES TR | 519,661 | $24.3m | 2.6% |
| SHE SPDR SERIES TRUST | 144,811 | $22.4m | 2.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 366,818 | $21.7m | 2.3% |
| SUSL ISHARES TR | 163,219 | $21.7m | 2.3% |
| AAPL APPLE INC | 72,186 | $20.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1644128")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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