Terminal · Institutions

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

Register Financial Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Register Financial Advisors LLC (CIK 1962636) reported $326.1M across 425 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($12.2M, 3.75%), AAPL ($11.4M, 3.50%), VTV ($11.4M, 3.50%), MU ($10.7M, 3.28%), VXUS ($9.1M, 2.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VUGVANGUARD INDEX FDS$12.2M3.75%141,812Added
2AAPLAPPLE INC$11.4M3.50%39,459Added
3VTVVANGUARD INDEX FDS$11.4M3.50%52,413Added
4MUMICRON TECHNOLOGY INC$10.7M3.28%9,257Trimmed
5VXUSVANGUARD STAR FDS$9.1M2.81%107,020Added
6SPMDSPDR SERIES TRUST$6.0M1.84%88,790Added
7JPMJPMORGAN CHASE & CO$5.8M1.77%17,594Added
8MSFTMICROSOFT CORP$5.1M1.57%13,721Added
9ATIATI INC$5.1M1.56%25,853Trimmed
10NNBRNN INC$5.0M1.53%1.4MAdded
11NVDANVIDIA CORPORATION$4.8M1.46%23,842Trimmed
12KTOSKRATOS DEFENSE & SEC SOLUTIO$4.4M1.34%87,364Added
13CUZCOUSINS PPTYS INC$4.3M1.32%143,824Trimmed
14CSCOCISCO SYS INC$3.9M1.19%33,081Added
15JEPIJ P MORGAN EXCHANGE TRADED F$3.7M1.14%65,628Added
16PWRQUANTA SVCS INC$3.6M1.10%4,986Trimmed
17WMTWALMART INC$3.5M1.06%30,472Added
18MRVLMARVELL TECHNOLOGY INC$3.4M1.04%11,410Trimmed
19TILEINTERFACE INC$3.3M1.01%92,016Added
20JNJJOHNSON & JOHNSON$3.2M0.99%12,648Trimmed
21MIRMIRION TECHNOLOGIES INC$3.2M0.98%178,800Added
22AMZNAMAZON COM INC$3.1M0.96%13,106Added
23AVGOBROADCOM INC$3.0M0.92%7,915Trimmed
24ABBVABBVIE INC$3.0M0.91%11,849Added
25SPYSTATE STR SPDR S&P 500 ETF T$2.9M0.89%3,879Trimmed

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