Terminal · Institutions

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

TECTONIC ADVISORS LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TECTONIC ADVISORS LLC (CIK 1859918) reported $2.08B across 289 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($158.6M, 7.62%), BOND ($154.0M, 7.40%), IVV ($107.8M, 5.18%), TOTL ($104.5M, 5.02%), SPLG ($84.8M, 4.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$158.6M7.62%230,868Added
2BONDPIMCO ETF TR$154.0M7.40%1.7MAdded
3IVVISHARES TR$107.8M5.18%143,909Added
4TOTLSSGA ACTIVE ETF TR$104.5M5.02%2.6MAdded
5SPLGSPDR SERIES TRUST$84.8M4.08%965,257Trimmed
6GQGUADVISORS INNER CIRCLE FD III$76.1M3.66%3.0MAdded
7VEAVANGUARD TAX-MANAGED FDS$59.0M2.83%827,709Added
8BNDVANGUARD BD INDEX FDS$45.5M2.19%620,482Added
9TLCITOUCHSTONE ETF TRUST$45.0M2.16%1.7MAdded
10AGGISHARES TR$38.4M1.84%387,622Added
11BILSPDR SERIES TRUST$33.1M1.59%361,403Added
12FLXRTCW ETF TRUST$29.5M1.42%751,867Added
13VOVANGUARD INDEX FDS$28.7M1.38%355,628Added
14VBVANGUARD INDEX FDS$24.6M1.18%81,125Added
15VNQVANGUARD INDEX FDS$22.7M1.09%235,265Added
16ABEQUNIFIED SER TR$22.7M1.09%610,683Trimmed
17CSCOCISCO SYS INC$20.7M1.00%176,540Trimmed
18IRMIRON MTN INC DEL$20.5M0.99%162,401Trimmed
19OKEONEOK INC NEW$19.0M0.91%218,326Added
20ENBENBRIDGE INC$17.9M0.86%330,075Added
21NNNNNN REIT INC$17.7M0.85%379,607Added
22IBMINTERNATIONAL BUSINESS MACHS$17.5M0.84%62,345Added
23CWENCLEARWAY ENERGY INC$17.2M0.83%502,698New
24VWOVANGUARD INTL EQUITY INDEX F$16.8M0.81%281,539Added
25IEFAISHARES TR$16.8M0.81%174,341Added

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