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Alesco Advisors, LLC, An ESL Co

Q2 2026 13F filing

Updated 36 days ago

230 disclosed positions worth $4.4B

Portfolio value
$4.4B
Total holdings
230
New positions
15
Closed positions
28
Increased
63
Decreased
95
Turnover
18.7%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

-0.9%
Value
$961.4M
Shares
1.28M
% Port
22.03%
E

ISHARES TR

-0.2%
Value
$414.8M
Shares
5.38M
% Port
9.50%
E

ISHARES TR

-1.4%
Value
$327.6M
Shares
2.21M
% Port
7.51%
E

ISHARES TR

-0.1%
Value
$274.4M
Shares
3.08M
% Port
6.29%
V

VANGUARD BD INDEX FDS

+13.8%
Value
$229.5M
Shares
3.13M
% Port
5.26%
E

ISHARES INC

-0.9%
Value
$190M
Shares
2.29M
% Port
4.35%
S

SCHWAB STRATEGIC TR

+5.7%
Value
$171.4M
Shares
6.47M
% Port
3.93%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

-0.9%
Value
$157.5M
Shares
210.9K
% Port
3.61%
E

ISHARES TR

-2.2%
Value
$140.3M
Shares
1.45M
% Port
3.21%
?
10.N/A

AMERICAN CENTY ETF TR

-2.8%
Value
$127.5M
Shares
1.02M
% Port
2.92%
?
11.N/A

AMERICAN CENTY ETF TR

-3.8%
Value
$113.3M
Shares
1.24M
% Port
2.60%
?
12.N/A

DIMENSIONAL ETF TRUST

+1.4%
Value
$111.4M
Shares
2.67M
% Port
2.55%
V
13.VGES

VANGUARD MALVERN FDS

+0.1%
Value
$105.6M
Shares
2.10M
% Port
2.42%
E
14.ETHA

ISHARES TR

-1.1%
Value
$98.3M
Shares
1.28M
% Port
2.25%
E
15.ETHA

ISHARES TR

+6.0%
Value
$89.1M
Shares
3.91M
% Port
2.04%
V
16.VGES

VANGUARD SCOTTSDALE FDS

+6.7%
Value
$79.7M
Shares
1.70M
% Port
1.83%
V
17.VGES

VANGUARD TAX-MANAGED FDS

-1.4%
Value
$57.6M
Shares
808.4K
% Port
1.32%
E
18.ETHA

ISHARES TR

-0.2%
Value
$39.5M
Shares
241.2K
% Port
0.90%
E
19.ETHA

ISHARES TR

+3.2%
Value
$31.9M
Shares
672.5K
% Port
0.73%
V
20.VGES

VANGUARD INTL EQUITY INDEX F

-1.3%
Value
$26.8M
Shares
449.6K
% Port
0.61%
?
21.N/A

ISHARES TR

+7.4%
Value
$26.7M
Shares
495.2K
% Port
0.61%
G

GOLDMAN SACHS ETF TR

+53.1%
Value
$25M
Shares
249.1K
% Port
0.57%
E
23.ETHA

ISHARES TR

+5.8%
Value
$24.5M
Shares
227.9K
% Port
0.56%
E
24.ETHA

ISHARES TR

+37.0%
Value
$24.4M
Shares
465.4K
% Port
0.56%
S

SPDR SERIES TRUST

-2.0%
Value
$22.5M
Shares
369.9K
% Port
0.52%
S

SCHWAB STRATEGIC TR

+22.4%
Value
$22.2M
Shares
921.0K
% Port
0.51%
?
27.N/A

DIMENSIONAL ETF TRUST

+8.5%
Value
$20.7M
Shares
591.7K
% Port
0.47%
E
28.ETHA

ISHARES TR

+9.0%
Value
$20.2M
Shares
189.6K
% Port
0.46%
C
29.COST

DIMENSIONAL ETF TRUST

+4.3%
Value
$19.9M
Shares
467.1K
% Port
0.46%
E
30.ETHA

ISHARES TR

+84.2%
Value
$19.9M
Shares
194.5K
% Port
0.46%
V
31.VGES

VANGUARD INDEX FDS

-1.3%
Value
$16.4M
Shares
47.6K
% Port
0.38%
E
32.ETHA

ISHARES TR

+67.2%
Value
$16.2M
Shares
381.0K
% Port
0.37%
E
33.ETHA

ISHARES TR

-2.0%
Value
$14.7M
Shares
64.7K
% Port
0.34%
E
34.ETHA

ISHARES TR

+91.1%
Value
$13.5M
Shares
264.7K
% Port
0.31%
E
35.ETHA

ISHARES TR

-0.2%
Value
$12.7M
Shares
123.2K
% Port
0.29%
S

SPDR SERIES TRUST

-4.2%
Value
$11.6M
Shares
131.7K
% Port
0.27%
J
37.JNJ

ISHARES TR

-2.1%
Value
$11.5M
Shares
140.0K
% Port
0.26%
S

SPDR SERIES TRUST

-0.4%
Value
$10.4M
Shares
109.9K
% Port
0.24%
A
39.AAPL

APPLE INC

-0.6%
Value
$10.4M
Shares
36.0K
% Port
0.24%
E
40.ETHA

ISHARES TR

+293.9%
Value
$9M
Shares
72.6K
% Port
0.21%
V
41.VGES

VANGUARD INDEX FDS

-3.8%
Value
$8.9M
Shares
45.3K
% Port
0.20%
?
42.N/A

ISHARES TR

-6.4%
Value
$7.8M
Shares
39.1K
% Port
0.18%
?
43.N/A

VANGUARD SCOTTSDALE FDS

-0.9%
Value
$7.5M
Shares
22.1K
% Port
0.17%
E
44.ETHA

ISHARES TR

-6.1%
Value
$7.5M
Shares
133.6K
% Port
0.17%
E
45.ETHA

ISHARES TR

+3.3%
Value
$7.4M
Shares
78.0K
% Port
0.17%
E
46.ETHA

ISHARES INC

+0.1%
Value
$6.6M
Shares
121.5K
% Port
0.15%
M
47.MSFT

MICROSOFT CORP

-23.6%
Value
$5.8M
Shares
15.5K
% Port
0.13%
A
48.ARCC

SPDR SERIES TRUST

+2.2%
Value
$5.5M
Shares
95.5K
% Port
0.13%
?
49.N/A

SCHWAB STRATEGIC TR

-5.9%
Value
$5.5M
Shares
103.6K
% Port
0.13%
S

SPDR SERIES TRUST

-4.3%
Value
$5.4M
Shares
284.9K
% Port
0.12%