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&PARTNERS

Q2 2026 13F filing

Updated 27 days ago

2,509 disclosed positions worth $24.4B

Portfolio value
$24.4B
Total holdings
2,509
New positions
204
Closed positions
90
Increased
1,496
Decreased
751
Turnover
11.7%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

+7.0%
Value
$858.4M
Shares
2.97M
% Port
3.52%
E

ISHARES TR

+10.0%
Value
$702M
Shares
936.5K
% Port
2.88%
E

ISHARES TR

+7.2%
Value
$643M
Shares
8.34M
% Port
2.64%
N

NVIDIA CORPORATION

+13.1%
Value
$598.4M
Shares
2.99M
% Port
2.46%
M

MICROSOFT CORP

+7.8%
Value
$566.3M
Shares
1.52M
% Port
2.32%
E

ISHARES TR

+8.6%
Value
$420.9M
Shares
4.25M
% Port
1.73%
C

DIMENSIONAL ETF TRUST

+7.9%
Value
$405.6M
Shares
9.83M
% Port
1.66%
A

BROADCOM INC

+8.2%
Value
$361.2M
Shares
956.2K
% Port
1.48%
G

ALPHABET INC

+5.6%
Value
$342.9M
Shares
959.2K
% Port
1.41%
E
10.ETHA

ISHARES TR

+3.8%
Value
$331.3M
Shares
3.43M
% Port
1.36%
A
11.AMZN

AMAZON COM INC

+7.5%
Value
$322.1M
Shares
1.36M
% Port
1.32%
J

JPMORGAN CHASE & CO

-0.1%
Value
$306.3M
Shares
936.0K
% Port
1.26%
S
13.SPY

STATE STR SPDR S&P 500 ETF T

+9.2%
Value
$251.3M
Shares
336.5K
% Port
1.03%
M
14.MU

MICRON TECHNOLOGY INC

+11.0%
Value
$248.6M
Shares
214.6K
% Port
1.02%
V
15.VGES

VANGUARD INDEX FDS

+16.3%
Value
$241.1M
Shares
353.2K
% Port
0.99%
L
16.LLY

ELI LILLY & CO

+5.3%
Value
$217M
Shares
180.7K
% Port
0.89%
V
17.VGES

VANGUARD CHARLOTTE FDS

+9.3%
Value
$209.6M
Shares
4.33M
% Port
0.86%
J
18.JNJ

JOHNSON & JOHNSON

+6.5%
Value
$205.7M
Shares
809.9K
% Port
0.84%
V
19.VGES

VANGUARD INDEX FDS

+572.8%
Value
$186.1M
Shares
2.16M
% Port
0.76%
E
20.ETHA

ISHARES INC

+6.7%
Value
$175.3M
Shares
2.12M
% Port
0.72%
M
21.META

META PLATFORMS INC

+8.0%
Value
$170.6M
Shares
303.2K
% Port
0.70%
W
22.WMT

WALMART INC

+5.7%
Value
$162.9M
Shares
1.44M
% Port
0.67%
G

ALPHABET INC

+10.6%
Value
$150.7M
Shares
423.4K
% Port
0.62%
V
24.V

VISA INC

+8.4%
Value
$149.2M
Shares
434.7K
% Port
0.61%
B
25.BX

VANGUARD SPECIALIZED FUNDS

+6.4%
Value
$143.6M
Shares
607.2K
% Port
0.59%
E
26.ETHA

ISHARES TR

-1.9%
Value
$143.5M
Shares
653.3K
% Port
0.59%
C

CAPITAL GROUP DIVIDEND VALUE

+8.6%
Value
$141.9M
Shares
2.88M
% Port
0.58%
C
28.CSCO

CISCO SYS INC

+7.6%
Value
$139.2M
Shares
1.19M
% Port
0.57%
V
29.VGES

VANGUARD TAX-MANAGED FDS

+45.0%
Value
$136.5M
Shares
1.92M
% Port
0.56%
V
30.VGES

VANGUARD INDEX FDS

+20.9%
Value
$131.6M
Shares
604.0K
% Port
0.54%
A
31.AMAT

APPLIED MATLS INC

+7.1%
Value
$130.8M
Shares
181.3K
% Port
0.54%
E
32.ETHA

ISHARES TR

+4.9%
Value
$126.9M
Shares
854.1K
% Port
0.52%
C
33.COST

COSTCO WHOLESALE CORPORATION

+12.1%
Value
$123.2M
Shares
131.6K
% Port
0.51%
C
34.CAT

CATERPILLAR INC

+1.8%
Value
$117.6M
Shares
110.2K
% Port
0.48%
B

BERKSHIRE HATHAWAY INC DEL

+8.6%
Value
$117.6M
Shares
234.9K
% Port
0.48%
V
36.VGES

VANGUARD BD INDEX FDS

+13.1%
Value
$114.3M
Shares
1.47M
% Port
0.47%
Q
37.QQQ

INVESCO QQQ TR

+15.9%
Value
$111.9M
Shares
152.0K
% Port
0.46%
V
38.VGES

VANGUARD INDEX FDS

+16.4%
Value
$111.3M
Shares
300.9K
% Port
0.46%
G

GOLDMAN SACHS GROUP INC

-0.4%
Value
$109.3M
Shares
108.1K
% Port
0.45%
A
40.ABBV

ABBVIE INC

+7.3%
Value
$107.2M
Shares
425.7K
% Port
0.44%
T
41.TSLA

TESLA INC

+3.6%
Value
$107M
Shares
254.2K
% Port
0.44%
C

CAPITAL GROUP GROWTH ETF

+1.0%
Value
$106.8M
Shares
2.26M
% Port
0.44%
C

CAPITAL GRP FIXED INCM ETF T

-2.5%
Value
$106.6M
Shares
4.78M
% Port
0.44%
A
44.AMGN

AMGEN INC

+0.3%
Value
$101.7M
Shares
280.8K
% Port
0.42%
X
45.XOM

EXXON MOBIL CORP

+2.4%
Value
$100.1M
Shares
732.4K
% Port
0.41%
H
46.HD

HOME DEPOT INC

+5.2%
Value
$97.7M
Shares
277.0K
% Port
0.40%
V
47.VGES

VANGUARD INDEX FDS

+344.9%
Value
$96.9M
Shares
1.20M
% Port
0.40%
P
48.PNC

PNC FINL SVCS GROUP INC

+6.4%
Value
$92.9M
Shares
377.0K
% Port
0.38%
M
49.MCD

MCDONALDS CORP

+5.7%
Value
$88.8M
Shares
328.3K
% Port
0.36%
B
50.BSTZ

BLACKROCK INC

+9.5%
Value
$88.3M
Shares
91.9K
% Port
0.36%