Terminal · Institutions

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

R2 Capital Strategies, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

R2 Capital Strategies, LLC (CIK 2146947) reported $220.7M across 115 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($18.9M, 8.58%), MGK ($15.3M, 6.95%), VYM ($12.4M, 5.61%), SPTM ($11.7M, 5.32%), NVDA ($9.0M, 4.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$18.9M8.58%65,420New
2MGKVANGUARD WORLD FD$15.3M6.95%174,485New
3VYMVANGUARD WHITEHALL FDS$12.4M5.61%78,303New
4SPTMSPDR SERIES TRUST$11.7M5.32%129,416New
5NVDANVIDIA CORPORATION$9.0M4.09%45,104New
6AMZNAMAZON COM INC$8.7M3.96%36,702New
7BINCBLACKROCK ETF TRUST II$7.4M3.35%141,469New
8MSFTMICROSOFT CORP$6.2M2.81%16,626New
9FLOTISHARES TR$6.2M2.80%121,159New
10BRK/BBERKSHIRE HATHAWAY INC DEL$5.9M2.66%11,716New
11BRTRBLACKROCK ETF TRUST II$5.6M2.56%112,260New
12RECSCOLUMBIA ETF TR I$5.2M2.37%120,862New
13UPROPROSHARES TR$4.0M1.83%28,415New
14GOOGALPHABET INC$3.7M1.66%10,356New
15FTCSFIRST TR EXCHANGE-TRADED FD$3.6M1.64%38,650New
16VVISA INC$3.6M1.63%10,481New
17IHDGWISDOMTREE TR$3.6M1.61%67,839New
18FYLDCAMBRIA ETF TR$3.5M1.56%94,574New
19CGUSCAPITAL GROUP CORE EQUITY ET$3.2M1.43%71,200New
20UDOWPROSHARES TR$2.9M1.30%40,954New
21VOVANGUARD INDEX FDS$2.8M1.25%34,226New
22MGCVANGUARD WORLD FD$2.7M1.23%9,930New
23IOOISHARES TR$2.7M1.21%19,546New
24REGLPROSHARES TR$2.6M1.20%28,810New
25CGDVCAPITAL GROUP DIVIDEND VALUE$2.6M1.16%51,960New

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