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.
LOWE BROCKENBROUGH & CO INC (CIK 22657) reported $2.25B across 341 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($190.8M, 8.49%), ACWI ($85.1M, 3.79%), AAPL ($79.4M, 3.53%), IXUS ($72.6M, 3.23%), VEA ($67.8M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $190.8M | 8.49% | 254,751 | Trimmed |
| 2 | ACWI | ISHARES TR | $85.1M | 3.79% | 542,352 | Trimmed |
| 3 | AAPL | APPLE INC | $79.4M | 3.53% | 274,474 | Trimmed |
| 4 | IXUS | ISHARES TR | $72.6M | 3.23% | 760,416 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $67.8M | 3.02% | 951,649 | Added |
| 6 | AGG | ISHARES TR | $67.2M | 2.99% | 678,593 | Added |
| 7 | SCHG | SCHWAB STRATEGIC TR | $58.0M | 2.58% | 1.7M | Added |
| 8 | MSFT | MICROSOFT CORP | $57.4M | 2.55% | 153,883 | Added |
| 9 | GOOG | ALPHABET INC | $54.5M | 2.42% | 154,129 | Trimmed |
| 10 | IJH | ISHARES TR | $52.0M | 2.31% | 674,296 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $45.4M | 2.02% | 226,813 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $44.8M | 1.99% | 136,772 | Trimmed |
| 13 | IJR | ISHARES TR | $40.2M | 1.79% | 270,876 | Added |
| 14 | IEMG | ISHARES INC | $38.3M | 1.71% | 462,841 | Added |
| 15 | AMZN | AMAZON COM INC | $34.1M | 1.52% | 143,176 | Trimmed |
| 16 | VOO | VANGUARD INDEX FDS | $32.0M | 1.42% | 46,610 | Added |
| 17 | CSCO | CISCO SYS INC | $29.4M | 1.31% | 250,613 | Trimmed |
| 18 | AVGO | BROADCOM INC | $29.4M | 1.31% | 77,820 | Added |
| 19 | VGT | VANGUARD WORLD FD | $28.0M | 1.25% | 234,464 | Added |
| 20 | AMAT | APPLIED MATLS INC | $28.0M | 1.25% | 38,765 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $27.4M | 1.22% | 76,656 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $26.3M | 1.17% | 192,068 | Trimmed |
| 23 | SCHX | SCHWAB STRATEGIC TR | $25.9M | 1.15% | 881,010 | Trimmed |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $23.9M | 1.06% | 410,725 | Added |
| 25 | SOXX | ISHARES TR | $23.9M | 1.06% | 37,319 | Added |
Source: SEC Form 13F filings · as of 2026-06-30