Blue Trust, Inc.: 13F holdings
CIK 18560222026Q2
| Positions | 2,446 |
|---|
| Reported value | $9.5bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 2,446 (-59 vs prior quarter) |
|---|
| Reported value | $9.5bn (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IEF ISHARES TR | 7,239,129 | $684.6m | 7.2% |
| ITOT ISHARES TR | 4,090,776 | $672.0m | 7.0% |
| QUAL ISHARES TR | 2,709,961 | $594.6m | 6.2% |
| VUSE ETF SER SOLUTIONS | 7,850,198 | $567.7m | 5.9% |
| IPAC ISHARES TR | 5,977,443 | $489.7m | 5.1% |
| MTUM ISHARES TR | 1,409,680 | $483.3m | 5.1% |
| VBND ETF SER SOLUTIONS | 10,887,154 | $475.0m | 5.0% |
| QQQE ISHARES TR | 4,235,766 | $466.6m | 4.9% |
| JMOM J P MORGAN EXCHANGE TRADED F | 4,811,325 | $411.2m | 4.3% |
| VGIT VANGUARD SCOTTSDALE FDS | 6,536,465 | $385.5m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1856022")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples