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.
BLALOCK WILLIAMS, LLC (CIK 2092331) reported $129.3M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($9.4M, 7.27%), IVV ($6.2M, 4.81%), IVE ($4.6M, 3.53%), DYNF ($4.0M, 3.13%), IVW ($4.0M, 3.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $9.4M | 7.27% | 10,220 | Added |
| 2 | IVV | ISHARES TR | $6.2M | 4.81% | 9,520 | Added |
| 3 | IVE | ISHARES TR | $4.6M | 3.53% | 21,600 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $4.0M | 3.13% | 69,525 | Trimmed |
| 5 | IVW | ISHARES TR | $4.0M | 3.07% | 35,132 | Added |
| 6 | IEMG | ISHARES INC | $3.6M | 2.81% | 52,050 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $3.6M | 2.76% | 12,397 | Added |
| 8 | EFV | ISHARES TR | $3.4M | 2.61% | 45,337 | Added |
| 9 | AGG | ISHARES TR | $3.0M | 2.29% | 29,782 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $2.9M | 2.26% | 16,767 | Added |
| 11 | META | META PLATFORMS INC | $2.9M | 2.24% | 5,064 | Added |
| 12 | AAPL | APPLE INC | $2.8M | 2.15% | 10,947 | Added |
| 13 | QUAL | ISHARES TR | $2.1M | 1.64% | 11,036 | Added |
| 14 | EFG | ISHARES TR | $2.1M | 1.62% | 18,794 | Added |
| 15 | ANET | ARISTA NETWORKS INC | $2.1M | 1.61% | 17,009 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.1M | 1.59% | 5,544 | Trimmed |
| 17 | THRO | BLACKROCK ETF TRUST | $1.8M | 1.42% | 50,851 | Added |
| 18 | BAI | BLACKROCK ETF TRUST | $1.8M | 1.40% | 54,880 | Added |
| 19 | GOOG | ALPHABET INC | $1.8M | 1.36% | 6,149 | Added |
| 20 | MTUM | ISHARES TR | $1.6M | 1.26% | 6,795 | Added |
| 21 | IUSB | ISHARES TR | $1.6M | 1.25% | 35,027 | Added |
| 22 | AMZN | AMAZON COM INC | $1.6M | 1.24% | 7,692 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.16% | 3,130 | Trimmed |
| 24 | SCHW | SCHWAB CHARLES CORP | $1.5M | 1.16% | 15,979 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.11% | 4,902 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31