Ellenbecker Investment Group: 13F holdings
CIK 17314972026Q2
| Positions | 149 |
|---|
| Reported value | $860.2m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 149 (+15 vs prior quarter) |
|---|
| Reported value | $860.2m (+15.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 281,564 | $210.9m | 24.5% |
| AGG ISHARES TR | 858,837 | $85.0m | 9.9% |
| VEA VANGUARD INTL EQUITY INDEX F | 1,110,314 | $79.1m | 9.2% |
| IWF ISHARES TR | 626,345 | $77.8m | 9.0% |
| VB VANGUARD INDEX FDS | 199,894 | $60.6m | 7.0% |
| PYLD PIMCO | 1,884,416 | $50.0m | 5.8% |
| IWD ISHARES TR | 155,500 | $37.7m | 4.4% |
| VWO VANGUARD INTL EQUITY INDEX F | 575,570 | $34.4m | 4.0% |
| SPMD SPDR SERIES TRUST | 421,419 | $28.5m | 3.3% |
| CCEP ISHARES TR | 223,468 | $21.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1731497")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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