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Freestone Capital Holdings, LLC

Q2 2026 13F filing

Updated 41 days ago

626 disclosed positions worth $3.9B

Portfolio value
$3.9B
Total holdings
626
New positions
98
Closed positions
45
Increased
278
Decreased
164
Turnover
22.8%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+4.1%
Value
$537.6M
Shares
717.8K
% Port
13.94%
V

VANGUARD TAX-MANAGED FDS

-0.8%
Value
$208.5M
Shares
2.93M
% Port
5.41%
M

MICROSOFT CORP

+5.4%
Value
$176.8M
Shares
474.1K
% Port
4.58%
A

APPLE INC

+5.8%
Value
$155.9M
Shares
538.8K
% Port
4.04%
N

NVIDIA CORPORATION

+16769.3%
Value
$155.3M
Shares
776.0K
% Port
4.03%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

+8.9%
Value
$116M
Shares
155.3K
% Port
3.01%
A

AMAZON COM INC

+18.8%
Value
$110.9M
Shares
465.1K
% Port
2.87%
E

ISHARES TR

+13.4%
Value
$106.5M
Shares
1.08M
% Port
2.76%
V

VANGUARD BD INDEX FDS

+15.3%
Value
$105.9M
Shares
1.36M
% Port
2.74%
V
10.VGES

VANGUARD INTL EQUITY INDEX F

+9.9%
Value
$105.8M
Shares
1.77M
% Port
2.74%
G

ALPHABET INC

+2.0%
Value
$91.4M
Shares
255.7K
% Port
2.37%
V
12.VGES

VANGUARD INDEX FDS

+12.8%
Value
$70M
Shares
102.0K
% Port
1.82%
K
13.KLAC

KLA CORP

+841.2%
Value
$55M
Shares
182.3K
% Port
1.43%
A
14.AVGO

BROADCOM INC

+33695.5%
Value
$51.1M
Shares
135.2K
% Port
1.32%
B

BERKSHIRE HATHAWAY INC DEL

+1.2%
Value
$44.9M
Shares
89.7K
% Port
1.16%
M
16.META

META PLATFORMS INC

+10.3%
Value
$43.4M
Shares
77.0K
% Port
1.13%
A
17.AMAT

APPLIED MATLS INC

-0.5%
Value
$41.7M
Shares
57.7K
% Port
1.08%
C
18.COST

COSTCO WHOLESALE CORPORATION

+0.7%
Value
$37.4M
Shares
40.0K
% Port
0.97%
J

JPMORGAN CHASE & CO

+6.7%
Value
$36.8M
Shares
112.4K
% Port
0.95%
G

ALPHABET INC

+3.6%
Value
$33.3M
Shares
94.2K
% Port
0.86%
C
21.CAT

CATERPILLAR INC

+4.0%
Value
$32.9M
Shares
30.9K
% Port
0.85%
L
22.LLY

ELI LILLY & CO

-0.8%
Value
$32.9M
Shares
27.4K
% Port
0.85%
Q
23.QQQ

INVESCO QQQ TR

+3.5%
Value
$31.4M
Shares
42.7K
% Port
0.82%
V
24.VGES

VANGUARD INDEX FDS

+17.4%
Value
$29.9M
Shares
80.7K
% Port
0.77%
A
25.AMD

ADVANCED MICRO DEVICES INC

+6956.7%
Value
$28.7M
Shares
49.4K
% Port
0.74%
E
26.ETHA

ISHARES TR

+13.5%
Value
$28.3M
Shares
265.4K
% Port
0.73%
M
27.MU

MICRON TECHNOLOGY INC

+1.5%
Value
$27.2M
Shares
23.6K
% Port
0.71%
V
28.V

VISA INC

+3.6%
Value
$24.1M
Shares
70.4K
% Port
0.63%
E
29.ETHA

ISHARES TR

+7.6%
Value
$24.1M
Shares
223.5K
% Port
0.62%
T
30.TSLA

TESLA INC

+3182.8%
Value
$22.1M
Shares
52.5K
% Port
0.57%
N
31.NKE

NIKE INC

-1.3%
Value
$21.3M
Shares
517.9K
% Port
0.55%
E
32.ETHA

ISHARES TR

+275.7%
Value
$19.7M
Shares
158.5K
% Port
0.51%
Q
33.QCOM

QUALCOMM INC

-2.4%
Value
$18M
Shares
97.4K
% Port
0.47%
O

ORACLE CORP

-2.3%
Value
$17.9M
Shares
122.4K
% Port
0.47%
P
35.PANW

PALO ALTO NETWORKS INC

+39.1%
Value
$17.3M
Shares
50.7K
% Port
0.45%
U
36.UNP

UNION PAC CORP

-2.5%
Value
$16.6M
Shares
61.1K
% Port
0.43%
A
37.ABBV

ABBVIE INC

-5.9%
Value
$16.6M
Shares
65.9K
% Port
0.43%
B

BANK OF AMER CORP

+2.8%
Value
$16.4M
Shares
287.1K
% Port
0.42%
H
39.HD

HOME DEPOT INC

+0.4%
Value
$16M
Shares
45.4K
% Port
0.42%
M
40.MA

MASTERCARD INCORPORATED

-3.5%
Value
$15.1M
Shares
29.3K
% Port
0.39%
W

WELLS FARGO & CO

+1.4%
Value
$14.6M
Shares
177.0K
% Port
0.38%
J
42.JNJ

JOHNSON & JOHNSON

+5.1%
Value
$14.6M
Shares
57.4K
% Port
0.38%
C
43.CRM

SALESFORCE INC

+13.3%
Value
$14.4M
Shares
92.0K
% Port
0.37%
C
44.CSCO

CISCO SYS INC

-2.9%
Value
$14.4M
Shares
122.4K
% Port
0.37%
S

SELECT SECTOR SPDR TR

+14.3%
Value
$13.9M
Shares
315.7K
% Port
0.36%
R
46.RTX

RTX CORPORATION

+3.0%
Value
$13.5M
Shares
71.4K
% Port
0.35%
E
47.ETHA

ISHARES TR

-4.2%
Value
$13.3M
Shares
194.3K
% Port
0.34%
C
48.CAH

CARDINAL HEALTH INC

-4.8%
Value
$12.9M
Shares
54.3K
% Port
0.33%
E
49.ETHA

ISHARES TR

-0.0%
Value
$12.9M
Shares
78.4K
% Port
0.33%
P
50.PG

PROCTER & GAMBLE CO

+0.9%
Value
$12.2M
Shares
83.3K
% Port
0.32%