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.
Procyon Advisors, LLC (CIK 1804329) reported $2.04B across 577 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGC ($104.0M, 5.10%), VTI ($58.4M, 2.86%), SPLG ($58.1M, 2.85%), SPY ($57.5M, 2.82%), SPBO ($50.5M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGC | VANGUARD WORLD FD | $104.0M | 5.10% | 440,098 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $58.4M | 2.86% | 182,106 | Trimmed |
| 3 | SPLG | SPDR SERIES TRUST | $58.1M | 2.85% | 758,822 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $57.5M | 2.82% | 88,453 | Trimmed |
| 5 | SPBO | SPDR SERIES TRUST | $50.5M | 2.48% | 1.7M | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $46.8M | 2.29% | 1.9M | Trimmed |
| 7 | AAPL | APPLE INC | $44.8M | 2.19% | 176,478 | Trimmed |
| 8 | ITOT | ISHARES TR | $41.0M | 2.01% | 287,937 | Trimmed |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $41.1M | 2.01% | 965,686 | Added |
| 10 | QGRO | AMERICAN CENTY ETF TR | $36.0M | 1.76% | 342,865 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS | $29.4M | 1.44% | 644,327 | Added |
| 12 | MSFT | MICROSOFT CORP | $29.3M | 1.44% | 79,262 | Added |
| 13 | AMZN | AMAZON COM INC | $29.5M | 1.44% | 141,408 | Added |
| 14 | VO | VANGUARD INDEX FDS | $28.3M | 1.39% | 98,652 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $28.2M | 1.38% | 98,051 | Added |
| 16 | VB | VANGUARD INDEX FDS | $28.0M | 1.37% | 106,896 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $28.0M | 1.37% | 160,616 | Trimmed |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | $26.1M | 1.28% | 438,827 | Added |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $25.8M | 1.27% | 477,633 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $23.9M | 1.17% | 373,156 | Trimmed |
| 21 | IWF | ISHARES TR | $21.1M | 1.04% | 49,545 | Added |
| 22 | SHY | ISHARES TR | $19.9M | 0.98% | 241,420 | Trimmed |
| 23 | VYM | VANGUARD WHITEHALL FDS | $19.0M | 0.93% | 128,075 | Added |
| 24 | VONG | VANGUARD SCOTTSDALE FDS | $17.9M | 0.88% | 163,154 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $17.4M | 0.85% | 59,066 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31