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.
&PARTNERS (CIK 107136) reported $24.37B across 2,487 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($858.4M, 3.52%), IVV ($702.0M, 2.88%), IJH ($643.0M, 2.64%), NVDA ($598.4M, 2.46%), MSFT ($566.3M, 2.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $858.4M | 3.52% | 3.0M | Added |
| 2 | IVV | ISHARES TR | $702.0M | 2.88% | 936,468 | Added |
| 3 | IJH | ISHARES TR | $643.0M | 2.64% | 8.3M | Added |
| 4 | NVDA | NVIDIA CORPORATION | $598.4M | 2.46% | 3.0M | Added |
| 5 | MSFT | MICROSOFT CORP | $566.3M | 2.32% | 1.5M | Added |
| 6 | AGG | ISHARES TR | $420.9M | 1.73% | 4.3M | Added |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $405.6M | 1.66% | 9.8M | Added |
| 8 | AVGO | BROADCOM INC | $361.2M | 1.48% | 956,184 | Added |
| 9 | GOOGL | ALPHABET INC | $342.9M | 1.41% | 959,152 | Added |
| 10 | IEFA | ISHARES TR | $331.3M | 1.36% | 3.4M | Added |
| 11 | AMZN | AMAZON COM INC | $322.1M | 1.32% | 1.4M | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $306.3M | 1.26% | 935,957 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $251.3M | 1.03% | 336,534 | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $248.6M | 1.02% | 214,598 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $241.1M | 0.99% | 353,195 | Added |
| 16 | LLY | ELI LILLY & CO | $217.0M | 0.89% | 180,745 | Added |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $209.6M | 0.86% | 4.3M | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $205.7M | 0.84% | 809,873 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $186.1M | 0.76% | 2.2M | Added |
| 20 | IEMG | ISHARES INC | $175.3M | 0.72% | 2.1M | Added |
| 21 | META | META PLATFORMS INC | $170.6M | 0.70% | 303,172 | Added |
| 22 | WMT | WALMART INC | $162.9M | 0.67% | 1.4M | Added |
| 23 | GOOG | ALPHABET INC | $150.7M | 0.62% | 423,378 | Added |
| 24 | V | VISA INC | $149.2M | 0.61% | 434,725 | Added |
| 25 | QUAL | ISHARES TR | $143.5M | 0.59% | 653,307 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30