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.
Register Financial Advisors LLC (CIK 1962636) reported $270.5M across 384 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($10.1M, 3.75%), VUG ($10.0M, 3.71%), AAPL ($9.9M, 3.67%), VXUS ($8.1M, 3.01%), SPMD ($5.2M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $10.1M | 3.75% | 51,650 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $10.0M | 3.71% | 22,987 | Added |
| 3 | AAPL | APPLE INC | $9.9M | 3.67% | 39,130 | Added |
| 4 | VXUS | VANGUARD STAR FDS | $8.1M | 3.01% | 105,691 | Added |
| 5 | SPMD | SPDR SERIES TRUST | $5.2M | 1.93% | 88,271 | Added |
| 6 | MSFT | MICROSOFT CORP | $5.1M | 1.87% | 13,659 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.87% | 17,201 | Added |
| 8 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4.8M | 1.77% | 67,954 | Added |
| 9 | ATI | ATI INC | $4.3M | 1.61% | 29,853 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $4.3M | 1.59% | 24,633 | Added |
| 11 | HON | HONEYWELL INTL INC | $4.0M | 1.47% | 17,594 | Trimmed |
| 12 | WMT | WALMART INC | $3.7M | 1.37% | 29,768 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.7M | 1.36% | 64,787 | Added |
| 14 | CUZ | COUSINS PPTYS INC | $3.3M | 1.20% | 144,353 | Added |
| 15 | SYM | SYMBOTIC INC | $3.2M | 1.18% | 60,022 | Added |
| 16 | MU | MICRON TECHNOLOGY INC | $3.2M | 1.17% | 9,357 | Trimmed |
| 17 | MOD | MODINE MFG CO | $3.1M | 1.15% | 14,300 | Trimmed |
| 18 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.14% | 12,667 | Added |
| 19 | RDW | REDWIRE CORPORATION | $3.1M | 1.13% | 360,050 | Added |
| 20 | RTX | RTX CORPORATION | $2.9M | 1.06% | 14,864 | Added |
| 21 | PWR | QUANTA SVCS INC | $2.8M | 1.02% | 5,021 | Trimmed |
| 22 | AVGO | BROADCOM INC | $2.7M | 1.01% | 8,787 | Added |
| 23 | BX | BLACKSTONE INC | $2.7M | 1.00% | 23,424 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $2.7M | 0.99% | 12,906 | Added |
| 25 | CSCO | CISCO SYS INC | $2.6M | 0.95% | 33,073 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31