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 $154.3M across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($12.5M, 8.08%), LLY ($12.3M, 8.00%), IVW ($4.9M, 3.20%), DYNF ($4.8M, 3.13%), IVE ($4.1M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $12.5M | 8.08% | 16,650 | Added |
| 2 | LLY | ELI LILLY & CO | $12.3M | 8.00% | 10,290 | Added |
| 3 | IVW | ISHARES TR | $4.9M | 3.20% | 35,835 | Added |
| 4 | DYNF | BLACKROCK ETF TRUST | $4.8M | 3.13% | 71,058 | Added |
| 5 | IVE | ISHARES TR | $4.1M | 2.68% | 18,228 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $4.1M | 2.68% | 11,556 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $3.5M | 2.24% | 17,304 | Added |
| 8 | AAPL | APPLE INC | $3.3M | 2.13% | 11,335 | Added |
| 9 | IEMG | ISHARES INC | $3.0M | 1.94% | 36,062 | Trimmed |
| 10 | AGG | ISHARES TR | $2.9M | 1.86% | 28,995 | Trimmed |
| 11 | META | META PLATFORMS INC | $2.8M | 1.80% | 4,943 | Trimmed |
| 12 | EFG | ISHARES TR | $2.6M | 1.67% | 20,644 | Added |
| 13 | IUSB | ISHARES TR | $2.5M | 1.65% | 55,066 | Added |
| 14 | BAI | BLACKROCK ETF TRUST | $2.4M | 1.57% | 45,810 | Trimmed |
| 15 | ANET | ARISTA NETWORKS INC | $2.3M | 1.50% | 13,594 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $2.2M | 1.44% | 5,968 | Added |
| 17 | GOOG | ALPHABET INC | $2.1M | 1.38% | 6,004 | Trimmed |
| 18 | MTUM | ISHARES TR | $2.0M | 1.31% | 5,877 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $2.0M | 1.29% | 8,348 | Added |
| 20 | BLCR | BLACKROCK ETF TRUST | $1.8M | 1.19% | 36,459 | Added |
| 21 | SCHW | SCHWAB CHARLES CORP | $1.8M | 1.17% | 19,526 | Added |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 1.09% | 3,346 | Added |
| 23 | CORO | BLACKROCK ETF TRUST | $1.7M | 1.09% | 45,907 | New |
| 24 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.08% | 5,084 | Added |
| 25 | EFV | ISHARES TR | $1.6M | 1.07% | 21,553 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30