XP Advisory US, Inc.: 13F holdings
CIK 21479672026Q2
| Positions | 81 |
|---|---|
| Reported value | $182.6m |
| Filed | 2026-07-30 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY SPDR S&P 500 ETF Trust | 103,510 | $77.3m | 42.3% |
| QQQ Invesco QQQ TR Unit Ser 1 | 59,013 | $43.5m | 23.8% |
| VXUS Vanguard Total Intl Stock Index FD ETF SHS | 280,137 | $23.9m | 13.1% |
| UTES Etfis Ser TR I Reaves Utils ETF | 139,273 | $11.4m | 6.2% |
| VBIL Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat | 77,252 | $5.8m | 3.2% |
| KBWB Invesco Exchange-Traded FD TR II KBW BK ETF | 54,941 | $5.1m | 2.8% |
| GOOG Alphabet Inc-CL C | 6,357 | $2.2m | 1.2% |
| SJNK SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF | 50,944 | $1.3m | 0.7% |
| ACWI iShares TR MSCI Acwi ETF | 7,155 | $1.1m | 0.6% |
| EAGL The 2023 ETF Ser TR Eagle Cap Select Equity ETF | 23,422 | $753,486 | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2147967")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.