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 $391.5M across 685 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($12.6M, 3.21%), NVDA ($9.5M, 2.44%), MSFT ($9.0M, 2.31%), SPDW ($6.1M, 1.55%), VTV ($6.0M, 1.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $12.6M | 3.21% | 49,456 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $9.5M | 2.44% | 54,694 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $9.0M | 2.31% | 24,444 | Added |
| 4 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.1M | 1.55% | 132,570 | Added |
| 5 | VTV | VANGUARD VALUE ETF | $6.0M | 1.53% | 30,513 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $5.5M | 1.41% | 19,275 | Added |
| 7 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $5.2M | 1.32% | 67,705 | Added |
| 8 | XLK | Technology Select Sector SPDR Fund | $5.1M | 1.30% | 38,383 | Added |
| 9 | AMZN | AMAZON COM INC COM | $4.9M | 1.26% | 23,699 | Added |
| 10 | GOOGL | ALPHABET INC CAP STK CL A | $4.8M | 1.23% | 16,755 | Added |
| 11 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.8M | 1.22% | 48,811 | Trimmed |
| 12 | EFV | ISHARES MSCI EAFE VALUE ETF | $4.5M | 1.16% | 61,091 | Added |
| 13 | AVGO | BROADCOM INC COM | $4.3M | 1.11% | 14,015 | Added |
| 14 | EFG | ISHARES MSCI EAFE GROWTH ETF | $4.2M | 1.08% | 38,139 | Added |
| 15 | IVV | ISHARES CORE S&P 500 ETF | $4.2M | 1.07% | 6,439 | Added |
| 16 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.2M | 1.06% | 73,354 | Added |
| 17 | XLF | Financial Select Sector SPDR Fund | $4.1M | 1.05% | 83,465 | Added |
| 18 | VOE | VANGUARD MID-CAP VALUE ETF | $3.7M | 0.95% | 20,130 | Added |
| 19 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $3.7M | 0.94% | 43,531 | Added |
| 20 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $3.7M | 0.93% | 48,703 | Trimmed |
| 21 | IEUR | ISHARES CORE MSCI EUROPE ETF | $3.6M | 0.92% | 51,082 | Added |
| 22 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $3.5M | 0.90% | 29,872 | Added |
| 23 | META | META PLATFORMS INC CL A | $3.5M | 0.89% | 6,066 | Added |
| 24 | TRGP | TARGA RES CORP COM | $3.5M | 0.88% | 13,763 | Trimmed |
| 25 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3.0M | 0.78% | 116,229 | Added |
Source: SEC Form 13F filings · as of 2026-03-31