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.
Blue Trust, Inc. (CIK 1856022) reported $9.54B across 2,444 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IEF ($684.6M, 7.17%), ITOT ($672.0M, 7.04%), QUAL ($594.6M, 6.23%), VUSE ($567.7M, 5.95%), IPAC ($489.7M, 5.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $684.6M | 7.17% | 7.2M | Added |
| 2 | ITOT | ISHARES TR | $672.0M | 7.04% | 4.1M | Added |
| 3 | QUAL | ISHARES TR | $594.6M | 6.23% | 2.7M | Added |
| 4 | VUSE | ETF SER SOLUTIONS | $567.7M | 5.95% | 7.9M | Added |
| 5 | IPAC | ISHARES TR | $489.7M | 5.13% | 6.0M | Trimmed |
| 6 | MTUM | ISHARES TR | $483.3M | 5.06% | 1.4M | Added |
| 7 | VBND | ETF SER SOLUTIONS | $475.0M | 4.98% | 10.9M | Trimmed |
| 8 | IUSV | ISHARES TR | $466.6M | 4.89% | 4.2M | Trimmed |
| 9 | JMOM | J P MORGAN EXCHANGE TRADED F | $411.2M | 4.31% | 4.8M | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $385.5M | 4.04% | 6.5M | Trimmed |
| 11 | VIDI | ETF SER SOLUTIONS | $364.8M | 3.82% | 9.4M | Trimmed |
| 12 | IUSG | ISHARES TR | $355.2M | 3.72% | 1.9M | Added |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $303.6M | 3.18% | 3.4M | Trimmed |
| 14 | AGG | ISHARES TR | $239.5M | 2.51% | 2.4M | Trimmed |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $211.0M | 2.21% | 2.6M | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $206.2M | 2.16% | 300,175 | Trimmed |
| 17 | IEMG | ISHARES INC | $171.5M | 1.80% | 2.1M | Trimmed |
| 18 | LLY | ELI LILLY & CO | $92.5M | 0.97% | 77,129 | Trimmed |
| 19 | MBB | ISHARES TR | $91.3M | 0.96% | 966,223 | Trimmed |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $88.9M | 0.93% | 1.5M | Trimmed |
| 21 | TDTF | FLEXSHARES TR | $85.6M | 0.90% | 3.6M | Trimmed |
| 22 | VUSB | VANGUARD BD INDEX FDS | $77.6M | 0.81% | 1.6M | Trimmed |
| 23 | KO | COCA COLA CO | $71.1M | 0.75% | 875,276 | Trimmed |
| 24 | ACWI | ISHARES TR | $66.2M | 0.69% | 421,761 | Trimmed |
| 25 | IVV | ISHARES TR | $64.0M | 0.67% | 85,501 | Added |
Source: SEC Form 13F filings · as of 2026-06-30