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.
Ballentine Partners, LLC (CIK 1374889) reported $7.18B across 1,009 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($1.78B, 24.75%), IEFA ($603.2M, 8.40%), ITOT ($453.7M, 6.32%), VEA ($321.5M, 4.48%), IEMG ($297.9M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $1.78B | 24.75% | 5.5M | Trimmed |
| 2 | IEFA | ISHARES TR | $603.2M | 8.40% | 6.7M | Added |
| 3 | ITOT | ISHARES TR | $453.7M | 6.32% | 3.2M | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $321.5M | 4.48% | 5.0M | Added |
| 5 | IEMG | ISHARES INC | $297.9M | 4.15% | 4.3M | Added |
| 6 | IVV | ISHARES TR | $241.0M | 3.35% | 368,896 | Added |
| 7 | IGF | ISHARES TR | $162.1M | 2.26% | 2.4M | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $153.1M | 2.13% | 2.8M | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $148.2M | 2.06% | 227,871 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $138.3M | 1.92% | 1.6M | Added |
| 11 | VV | VANGUARD INDEX FDS | $113.7M | 1.58% | 380,612 | Trimmed |
| 12 | AAPL | APPLE INC | $99.3M | 1.38% | 391,182 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $86.7M | 1.21% | 497,183 | Added |
| 14 | SCHB | SCHWAB STRATEGIC TR | $81.8M | 1.14% | 3.3M | Added |
| 15 | IJH | ISHARES TR | $79.3M | 1.10% | 1.2M | Added |
| 16 | MSFT | MICROSOFT CORP | $76.3M | 1.06% | 206,209 | Added |
| 17 | IWB | ISHARES TR | $73.6M | 1.02% | 206,406 | Trimmed |
| 18 | VNQI | VANGUARD INTL EQUITY INDEX F | $70.3M | 0.98% | 1.6M | Added |
| 19 | FMBH | FIRST MID BANCSHARES INC | $68.9M | 0.96% | 1.7M | New |
| 20 | VOO | VANGUARD INDEX FDS | $68.3M | 0.95% | 114,238 | Added |
| 21 | NU | NU HLDGS LTD | $67.1M | 0.93% | 4.7M | Added |
| 22 | IWV | ISHARES TR | $51.5M | 0.72% | 138,977 | Added |
| 23 | GOOGL | ALPHABET INC | $51.1M | 0.71% | 177,873 | Added |
| 24 | IJR | ISHARES TR | $43.1M | 0.60% | 346,461 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $42.6M | 0.59% | 204,324 | Added |
Source: SEC Form 13F filings · as of 2026-03-31