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.
CAPTRUST FINANCIAL ADVISORS (CIK 1512024) reported $57.30B across 2,833 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($2.81B, 4.91%), VEA ($2.07B, 3.61%), AAPL ($1.98B, 3.46%), SHY ($1.58B, 2.77%), NVDA ($1.43B, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $2.81B | 4.91% | 4.3M | Added |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.07B | 3.61% | 32.3M | Added |
| 3 | AAPL | APPLE INC COM | $1.98B | 3.46% | 7.8M | Added |
| 4 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.58B | 2.77% | 19.2M | Added |
| 5 | NVDA | NVIDIA CORPORATION COM | $1.43B | 2.50% | 8.2M | Added |
| 6 | VTV | VANGUARD VALUE | $1.31B | 2.28% | 6.7M | Added |
| 7 | MSFT | MICROSOFT CORP COM | $1.25B | 2.17% | 3.4M | Added |
| 8 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $943.7M | 1.65% | 10.9M | Added |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | $944.9M | 1.65% | 3.3M | Added |
| 10 | AMZN | AMAZON COM INC COM | $771.7M | 1.35% | 3.7M | Added |
| 11 | FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $765.7M | 1.34% | 27.5M | Added |
| 12 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $742.2M | 1.30% | 6.3M | Added |
| 13 | VB | VANGUARD SMALL-CAP ETF | $741.8M | 1.29% | 2.8M | Added |
| 14 | VOO | VANGUARD S&P 500 ETF | $701.9M | 1.22% | 1.2M | Trimmed |
| 15 | IEMG | ISHARES CORE MSCI EMERGING MARKET ETF | $699.4M | 1.22% | 10.0M | Added |
| 16 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $619.3M | 1.08% | 6.2M | Added |
| 17 | VUG | VANGUARD GROWTH ETF | $577.9M | 1.01% | 1.3M | Added |
| 18 | SPY | STATE STREET SPDR S&P 500 ETF | $556.4M | 0.97% | 855,551 | Added |
| 19 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $517.5M | 0.90% | 20.2M | Added |
| 20 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $512.1M | 0.89% | 5.4M | Trimmed |
| 21 | BSV | VANGUARD SHORT-TERM BOND ETF | $504.6M | 0.88% | 6.4M | Added |
| 22 | AVGO | BROADCOM INC COM | $504.5M | 0.88% | 1.6M | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $485.1M | 0.85% | 1.0M | Added |
| 24 | IWB | ISHARES RUSSELL 1000 ETF | $456.3M | 0.80% | 1.3M | Added |
| 25 | ABBV | ABBVIE INC COM | $372.5M | 0.65% | 1.7M | Added |
Source: SEC Form 13F filings · as of 2026-03-31