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.
D.A. DAVIDSON & CO. (CIK 1080107) reported $16.50B across 1,530 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($1.10B, 6.67%), VUG ($791.1M, 4.80%), IXUS ($672.6M, 4.08%), AGG ($512.9M, 3.11%), AAPL ($386.8M, 2.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $1.10B | 6.67% | 5.6M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $791.1M | 4.80% | 1.8M | Added |
| 3 | IXUS | ISHARES TR | $672.6M | 4.08% | 7.8M | Trimmed |
| 4 | AGG | ISHARES TR | $512.9M | 3.11% | 5.2M | Added |
| 5 | AAPL | APPLE INC | $386.8M | 2.34% | 1.5M | Added |
| 6 | MSFT | MICROSOFT CORP | $327.7M | 1.99% | 885,023 | Added |
| 7 | IWN | ISHARES TR | $241.4M | 1.46% | 1.3M | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $228.9M | 1.39% | 3.6M | Trimmed |
| 9 | AVGO | BROADCOM INC | $221.1M | 1.34% | 714,286 | Trimmed |
| 10 | SPIB | SPDR SERIES TRUST | $217.3M | 1.32% | 6.5M | Added |
| 11 | NVDA | NVIDIA CORPORATION | $188.8M | 1.14% | 1.1M | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $188.7M | 1.14% | 189,386 | Added |
| 13 | RTX | RTX CORPORATION | $172.7M | 1.05% | 895,509 | Trimmed |
| 14 | IWO | ISHARES TR | $170.9M | 1.04% | 544,695 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $162.3M | 0.98% | 663,775 | Trimmed |
| 16 | IWF | ISHARES TR | $161.4M | 0.98% | 378,467 | Added |
| 17 | AMZN | AMAZON COM INC | $161.7M | 0.98% | 776,250 | Added |
| 18 | VOO | VANGUARD INDEX FDS | $158.5M | 0.96% | 265,319 | Added |
| 19 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $154.8M | 0.94% | 3.6M | Added |
| 20 | CMI | CUMMINS INC | $146.1M | 0.89% | 271,554 | Trimmed |
| 21 | IJJ | ISHARES TR | $144.6M | 0.88% | 1.1M | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.2M | 0.86% | 296,807 | Added |
| 23 | VTI | VANGUARD INDEX FDS | $130.8M | 0.79% | 407,604 | Trimmed |
| 24 | VYM | VANGUARD WHITEHALL FDS | $128.6M | 0.78% | 868,479 | Added |
| 25 | GOOGL | ALPHABET INC | $125.7M | 0.76% | 437,268 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31