Terminal · Institutions

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

Glen Eagle Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Glen Eagle Advisors, LLC (CIK 2029317) reported $713.9M across 1,017 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DGRW ($44.8M, 6.28%), SPY ($36.0M, 5.05%), BKAG ($30.2M, 4.23%), JNJ ($27.5M, 3.85%), NOBL ($27.1M, 3.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DGRWWISDOMTREE TR$44.8M6.28%510,077Trimmed
2SPYSPDR S&P 500 ETF TR$36.0M5.05%55,430Trimmed
3BKAGBNY MELLON ETF TRUST$30.2M4.23%716,350Added
4JNJJOHNSON &JOHNSON$27.5M3.85%112,443Trimmed
5NOBLPROSHARES TR$27.1M3.80%256,059Added
6NVDANVIDIA CORPORATION$25.7M3.60%147,352Trimmed
7RSPINVESCO EXCHANGE TRADED FD T$23.3M3.26%121,146Trimmed
8MSFTMICROSOFT CORP$20.5M2.86%55,251Trimmed
9BUFTFIRST TR EXCHNG TRADED FD VI$20.3M2.84%816,268Trimmed
10SPTSSPDR SER TR$18.6M2.60%636,148Added
11AAPLAPPLE INC$13.9M1.95%54,794Trimmed
12BALTINNOVATOR ETFS TRUST$13.7M1.93%410,674Added
13IVVISHARES TR$12.4M1.74%18,972Trimmed
14WMTWALMART INC$12.2M1.70%97,901Trimmed
15AMZNAMAZON COM INC$11.8M1.66%56,739Trimmed
16AVGOBROADCOM INC$9.9M1.39%32,042Trimmed
17BRK/BBERKSHIRE HATHAWAY INC DEL$9.5M1.34%19,924Added
18QQQINVESCO QQQ TR$9.5M1.33%16,403Trimmed
19VVISA INC$9.2M1.29%30,446Added
20VTIVANGUARD INDEX FDS$8.8M1.24%27,578Added
21GOOGLALPHABET INC$8.5M1.19%29,452Added
22SPYGSPDR SER TR$7.2M1.01%73,955Trimmed
23NEENEXTERA ENERGY INC$6.9M0.97%74,298Trimmed
24IQLTISHARES TR$6.7M0.94%144,882Added
25VUGVANGUARD INDEX FDS$6.5M0.91%14,915Trimmed

Source: SEC Form 13F filings · as of 2026-03-31