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 INVESTMENT ADVISORY LLC (CIK 1766904) reported $494.2M across 756 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($15.4M, 3.12%), NVDA ($12.1M, 2.44%), MSFT ($10.1M, 2.04%), VTV ($9.2M, 1.85%), VEU ($9.0M, 1.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $15.4M | 3.12% | 53,288 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $12.1M | 2.44% | 60,300 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $10.1M | 2.04% | 26,972 | Added |
| 4 | VTV | VANGUARD VALUE ETF | $9.2M | 1.85% | 42,025 | Added |
| 5 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $9.0M | 1.81% | 107,023 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $8.4M | 1.71% | 23,890 | Added |
| 7 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $8.2M | 1.65% | 92,767 | Added |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $7.1M | 1.43% | 9,431 | Added |
| 9 | XLK | Technology Select Sector SPDR Fund | $6.9M | 1.39% | 36,102 | Trimmed |
| 10 | EFG | ISHARES MSCI EAFE GROWTH ETF | $6.6M | 1.35% | 53,447 | Added |
| 11 | AVGO | BROADCOM INC COM | $6.7M | 1.35% | 17,684 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $6.5M | 1.32% | 18,221 | Added |
| 13 | AMZN | AMAZON COM INC COM | $6.4M | 1.30% | 27,013 | Added |
| 14 | EFV | ISHARES MSCI EAFE VALUE ETF | $6.0M | 1.22% | 78,757 | Added |
| 15 | VOE | VANGUARD MID-CAP VALUE ETF | $5.8M | 1.17% | 29,248 | Added |
| 16 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $5.4M | 1.10% | 45,563 | Trimmed |
| 17 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $5.4M | 1.08% | 54,312 | Added |
| 18 | FLXR | TCW FLEXIBLE INCOME ETF | $5.1M | 1.04% | 131,159 | Added |
| 19 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $5.1M | 1.02% | 190,708 | Added |
| 20 | VUG | VANGUARD GROWTH ETF | $4.6M | 0.94% | 53,740 | Added |
| 21 | IEUR | ISHARES CORE MSCI EUROPE ETF | $4.5M | 0.91% | 59,727 | Added |
| 22 | VB | VANGUARD SMALL-CAP ETF | $4.4M | 0.89% | 14,483 | Added |
| 23 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.4M | 0.89% | 71,999 | Trimmed |
| 24 | JPIE | JPMORGAN INCOME ETF | $4.4M | 0.89% | 95,312 | Added |
| 25 | VOT | VANGUARD MID-CAP GROWTH ETF | $4.4M | 0.88% | 14,211 | Added |
Source: SEC Form 13F filings · as of 2026-06-30