Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Detalus Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Detalus Advisors, LLC (CIK 1799677) reported $513.1M across 191 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($98.3M, 19.15%), IVW ($34.8M, 6.79%), CORO ($31.7M, 6.17%), DYNF ($30.0M, 5.84%), IVE ($22.7M, 4.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPLGSPDR SERIES TRUST$98.3M19.15%1.1MAdded
2IVWISHARES TR$34.8M6.79%253,147Added
3COROBLACKROCK ETF TRUST$31.7M6.17%865,014Added
4DYNFBLACKROCK ETF TRUST$30.0M5.84%440,877Added
5IVEISHARES TR$22.7M4.42%99,890Trimmed
6BAIBLACKROCK ETF TRUST$15.9M3.09%301,030Trimmed
7OEFISHARES TR$15.5M3.02%42,409Trimmed
8LMUBISHARES TR$10.0M1.95%195,227Added
9SPMOINVESCO EXCH TRADED FD TR II$9.6M1.88%59,679Trimmed
10SPEMSPDR INDEX SHS FDS$9.5M1.86%184,092Trimmed
11PPAINVESCO EXCHANGE TRADED FD T$9.1M1.77%51,507Added
12QUALISHARES TR$8.3M1.62%37,807Trimmed
13BLCRBLACKROCK ETF TRUST$8.0M1.56%159,050Added
14BINCBLACKROCK ETF TRUST II$7.9M1.54%151,022Added
15AAPLAPPLE INC$7.7M1.50%26,657Added
16BYBYLINE BANCORP INC$7.4M1.44%196,050Trimmed
17SPMBSPDR SERIES TRUST$7.3M1.43%328,868Added
18VOOVANGUARD INDEX FDS$7.4M1.43%10,718Trimmed
19VIGVANGUARD SPECIALIZED FUNDS$7.2M1.41%30,638Trimmed
20SPTLSPDR SERIES TRUST$6.6M1.29%251,553Added
21RYTINVESCO EXCHANGE TRADED FD T$5.8M1.13%90,010Trimmed
22GOVTISHARES TR$5.1M0.99%222,323Added
23IALTBLACKROCK ETF TRUST$4.8M0.93%170,294New
24USBUS BANCORP$4.7M0.93%78,601Trimmed
25EFXEQUIFAX INC$4.3M0.84%27,000Trimmed

Source: SEC Form 13F filings · as of 2026-06-30