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.
CARY STREET PARTNERS FINANCIAL LLC (CIK 1475045) reported $4.04B across 980 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($129.4M, 3.20%), AAPL ($119.8M, 2.97%), VUG ($95.9M, 2.38%), MSFT ($76.7M, 1.90%), TACK ($74.7M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | $129.4M | 3.20% | 659,387 | Added |
| 2 | AAPL | APPLE INC COM | $119.8M | 2.97% | 472,162 | Added |
| 3 | VUG | VANGUARD GROWTH ETF | $95.9M | 2.38% | 240,589 | Added |
| 4 | MSFT | MICROSOFT CORP COM | $76.7M | 1.90% | 207,186 | Added |
| 5 | TACK | Fairlead Tactical Sector ETF | $74.7M | 1.85% | 2.5M | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $67.1M | 1.66% | 233,842 | Trimmed |
| 7 | FLXR | TCW FLEXIBLE INCOME ETF | $60.4M | 1.50% | 1.5M | Added |
| 8 | EFG | ISHARES MSCI EAFE GROWTH ETF | $58.6M | 1.45% | 526,133 | Added |
| 9 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $55.3M | 1.37% | 975,186 | Added |
| 10 | EFV | ISHARES MSCI EAFE VALUE ETF | $53.0M | 1.31% | 731,227 | Added |
| 11 | JPIE | JPMORGAN INCOME ETF | $52.0M | 1.29% | 1.1M | Added |
| 12 | VB | VANGUARD SMALL-CAP ETF | $51.1M | 1.27% | 195,276 | Trimmed |
| 13 | AMZN | AMAZON COM INC COM | $47.2M | 1.17% | 226,418 | Added |
| 14 | GOOGL | ALPHABET INC CAP STK CL A | $44.9M | 1.11% | 156,305 | Trimmed |
| 15 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $44.3M | 1.10% | 524,474 | Added |
| 16 | NVDA | NVIDIA CORPORATION COM | $41.5M | 1.03% | 238,240 | Added |
| 17 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $40.8M | 1.01% | 127,245 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $39.2M | 0.97% | 81,797 | Trimmed |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $38.6M | 0.96% | 59,371 | Added |
| 20 | PBL | PGIM PORTFOLIO BALLAST ETF | $37.8M | 0.94% | 1.3M | Added |
| 21 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $34.5M | 0.86% | 486,860 | Added |
| 22 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF | $34.9M | 0.86% | 628,291 | Added |
| 23 | ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $34.6M | 0.86% | 684,435 | Added |
| 24 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $34.0M | 0.84% | 443,672 | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON COM | $33.9M | 0.84% | 138,667 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31