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 $1.73B across 646 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($237.0M, 13.73%), AAPL ($95.4M, 5.53%), GOOGL ($67.0M, 3.88%), AMZN ($58.2M, 3.37%), IWR ($57.4M, 3.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $237.0M | 13.73% | 345,129 | Added |
| 2 | AAPL | APPLE INC | $95.4M | 5.53% | 329,691 | Added |
| 3 | GOOGL | ALPHABET INC | $67.0M | 3.88% | 187,496 | Added |
| 4 | AMZN | AMAZON COM INC | $58.2M | 3.37% | 244,260 | Trimmed |
| 5 | IWR | ISHARES TR | $57.4M | 3.32% | 519,943 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $56.0M | 3.25% | 280,015 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $46.6M | 2.70% | 124,796 | Trimmed |
| 8 | IJR | ISHARES TR | $41.4M | 2.40% | 279,009 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $39.5M | 2.29% | 670,080 | Added |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | $37.2M | 2.16% | 444,352 | Added |
| 11 | SCHD | SCHWAB STRATEGIC TR | $36.9M | 2.14% | 1.2M | Added |
| 12 | SGOV | ISHARES TR | $35.7M | 2.07% | 354,373 | Added |
| 13 | CSCO | CISCO SYS INC | $34.1M | 1.98% | 290,685 | Trimmed |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $31.4M | 1.82% | 397,569 | Added |
| 15 | AVGO | BROADCOM INC | $30.9M | 1.79% | 81,864 | Trimmed |
| 16 | JAAA | JANUS DETROIT STR TR | $30.5M | 1.77% | 603,903 | Added |
| 17 | JMBS | JANUS DETROIT STR TR | $30.4M | 1.76% | 676,034 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $30.2M | 1.75% | 92,161 | Added |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $28.4M | 1.65% | 38,077 | Trimmed |
| 20 | BLK | BLACKROCK INC | $24.3M | 1.41% | 25,268 | Added |
| 21 | QQQ | INVESCO QQQ TR | $23.7M | 1.37% | 32,167 | Trimmed |
| 22 | V | VISA INC | $23.3M | 1.35% | 67,769 | Trimmed |
| 23 | IBB | ISHARES TR | $22.8M | 1.32% | 119,635 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $20.6M | 1.19% | 21,987 | Added |
| 25 | GE | GE AEROSPACE | $19.8M | 1.15% | 53,088 | Added |
Source: SEC Form 13F filings · as of 2026-06-30