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&PARTNERS 13F holdings

Filed 2026-08-14 · &PARTNERS · 2,509 positions · $24.4B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC3.0M$858.4M3.5%
IVVISHARES TR936.5K$702.0M2.9%
IJHISHARES TR8.3M$643.0M2.6%
NVDANVIDIA CORPORATION3.0M$598.4M2.5%
MSFTMICROSOFT CORP1.5M$566.3M2.3%
AGGISHARES TR4.3M$420.9M1.7%
DFAIDIMENSIONAL ETF TRUST9.8M$405.6M1.7%
AVGOBROADCOM INC956.2K$361.2M1.5%
GOOGLALPHABET INC959.2K$342.9M1.4%
IEFAISHARES TR3.4M$331.3M1.4%
AMZNAMAZON COM INC1.4M$322.1M1.3%
JPMJPMORGAN CHASE & CO936.0K$306.3M1.3%
SPYSTATE STR SPDR S&P 500 ETF T336.5K$251.3M1.0%
MUMICRON TECHNOLOGY INC214.6K$248.6M1.0%
VOOVANGUARD INDEX FDS353.2K$241.1M1.0%
LLYELI LILLY & CO180.7K$217.0M0.9%
BNDXVANGUARD CHARLOTTE FDS4.3M$209.6M0.9%
JNJJOHNSON & JOHNSON809.9K$205.7M0.8%
VUGVANGUARD INDEX FDS2.2M$186.1M0.8%
ACWIISHARES INC2.1M$175.3M0.7%
METAMETA PLATFORMS INC303.2K$170.6M0.7%
WMTWALMART INC1.4M$162.9M0.7%
GOOGALPHABET INC423.4K$150.7M0.6%
VVISA INC434.7K$149.2M0.6%
VIGVANGUARD SPECIALIZED FUNDS607.2K$143.6M0.6%
QUALISHARES TR653.3K$143.5M0.6%
CGDVCAPITAL GROUP DIVIDEND VALUE2.9M$141.9M0.6%
CSCOCISCO SYS INC1.2M$139.2M0.6%
VEAVANGUARD TAX-MANAGED FDS1.9M$136.5M0.6%
VTVVANGUARD INDEX FDS604.0K$131.6M0.5%
AMATAPPLIED MATLS INC181.3K$130.8M0.5%
IJRISHARES TR854.1K$126.9M0.5%
COSTCOSTCO WHOLESALE CORPORATION131.6K$123.2M0.5%
CATCATERPILLAR INC110.2K$117.6M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL234.9K$117.6M0.5%
BSVVANGUARD BD INDEX FDS1.5M$114.3M0.5%
QQQINVESCO QQQ TR152.0K$111.9M0.5%
VTIVANGUARD INDEX FDS300.9K$111.3M0.5%
GSGOLDMAN SACHS GROUP INC108.1K$109.3M0.4%
ABBVABBVIE INC425.7K$107.2M0.4%
TSLATESLA INC254.2K$107.0M0.4%
CGGRCAPITAL GROUP GROWTH ETF2.3M$106.8M0.4%
CGCPCAPITAL GRP FIXED INCM ETF T4.8M$106.6M0.4%
AMGNAMGEN INC280.8K$101.7M0.4%
EXMOCEXXON MOBIL CORP732.4K$100.1M0.4%
HDHOME DEPOT INC277.0K$97.7M0.4%
VOVANGUARD INDEX FDS1.2M$96.9M0.4%
PNCPNC FINL SVCS GROUP INC377.0K$92.9M0.4%
MCDMCDONALDS CORP328.3K$88.8M0.4%
BLKBLACKROCK INC91.9K$88.3M0.4%
CVXCHEVRON CORPORATION530.9K$88.0M0.4%
ADIANALOG DEVICES INC218.6K$86.8M0.4%
PGPROCTER & GAMBLE CO591.6K$86.7M0.4%
AVLVAMERICAN CENTY ETF TR933.1K$85.2M0.3%
—MORGAN STANLEY ETF TRUST1.6M$84.8M0.3%
XLKSELECT SECTOR SPDR TR437.1K$83.3M0.3%
NEENEXTERA ENERGY INC913.8K$80.2M0.3%
IBMINTERNATIONAL BUSINESS MACHS269.7K$78.1M0.3%
ETNEATON CORP PLC183.2K$78.1M0.3%
AFLAFLAC INC658.4K$77.1M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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