Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALBION FINANCIAL GROUP /UT (CIK 1054677) reported $1.55B across 727 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($202.8M, 13.08%), IWR ($83.4M, 5.38%), AAPL ($83.2M, 5.37%), GOOGL ($53.4M, 3.45%), AMZN ($51.4M, 3.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $202.8M | 13.08% | 339,308 | Added |
| 2 | IWR | ISHARES TR | $83.4M | 5.38% | 857,371 | Added |
| 3 | AAPL | APPLE INC | $83.2M | 5.37% | 327,697 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $53.4M | 3.45% | 185,753 | Added |
| 5 | AMZN | AMAZON COM INC | $51.4M | 3.32% | 246,730 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $50.1M | 3.23% | 287,217 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $47.2M | 3.05% | 127,509 | Trimmed |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $37.9M | 2.44% | 636,036 | Added |
| 9 | IJR | ISHARES TR | $35.1M | 2.27% | 282,568 | Added |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $33.2M | 2.14% | 442,365 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $31.0M | 2.00% | 1.0M | Added |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $30.3M | 1.95% | 381,759 | Added |
| 13 | AVGO | BROADCOM INC | $29.6M | 1.91% | 95,562 | Trimmed |
| 14 | JMBS | JANUS DETROIT STR TR | $29.1M | 1.88% | 644,876 | Added |
| 15 | JAAA | JANUS DETROIT STR TR | $29.1M | 1.88% | 577,735 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $27.1M | 1.75% | 92,081 | Trimmed |
| 17 | CSCO | CISCO SYS INC | $25.8M | 1.66% | 332,468 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $24.8M | 1.60% | 38,092 | Added |
| 19 | BLK | BLACKROCK INC | $24.2M | 1.56% | 25,210 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $21.8M | 1.41% | 21,869 | Added |
| 21 | V | VISA INC | $20.5M | 1.32% | 67,938 | Added |
| 22 | IBB | ISHARES TR | $20.3M | 1.31% | 120,147 | Added |
| 23 | QQQ | INVESCO QQQ TR | $18.8M | 1.21% | 32,515 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.4M | 1.19% | 38,346 | Trimmed |
| 25 | PEP | PEPSICO INC | $18.3M | 1.18% | 117,573 | Added |
Source: SEC Form 13F filings · as of 2026-03-31