HOWE & RUSLING INC: 13F holdings
CIK 7699632026Q2
| Positions | 479 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 479 (+2 vs prior quarter) |
|---|
| Reported value | $1.7bn (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 208,470 | $77.1m | 4.5% |
| IVV ISHARES TR | 85,966 | $64.4m | 3.7% |
| IUSG ISHARES TR | 339,855 | $63.9m | 3.7% |
| JPM JPMORGAN CHASE & CO | 189,938 | $62.2m | 3.6% |
| AVGO BROADCOM INC | 161,429 | $61.0m | 3.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 658,720 | $54.4m | 3.2% |
| AAPL APPLE INC | 167,597 | $48.5m | 2.8% |
| QQQE ISHARES TR | 416,948 | $45.9m | 2.7% |
| GVI ISHARES TR | 411,980 | $43.7m | 2.5% |
| NVDA NVIDIA CORPORATION | 183,653 | $36.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="769963")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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