Terminal · Institutions

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

Verdence Capital Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Verdence Capital Advisors LLC (CIK 1719305) reported $1.90B across 653 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIL ($66.4M, 3.49%), AAPL ($57.0M, 2.99%), JAAA ($49.0M, 2.57%), SPY ($40.1M, 2.10%), AGG ($38.3M, 2.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$66.4M3.49%724,608Added
2AAPLAPPLE INC$57.0M2.99%196,983Trimmed
3JAAAJANUS DETROIT STR TR$49.0M2.57%969,793Added
4SPYSTATE STR SPDR S&P 500 ETF T$40.1M2.10%53,636Trimmed
5AGGISHARES TR$38.3M2.01%386,468Added
6MUMICRON TECHNOLOGY INC$36.2M1.90%31,319Trimmed
7MGNRAMERICAN BEACON SELECT FUNDS$35.7M1.88%735,889Added
8FLOTISHARES TR$34.5M1.81%675,708Trimmed
9MSFTMICROSOFT CORP$31.5M1.65%84,453Trimmed
10JPMJPMORGAN CHASE & CO$28.7M1.51%87,633Added
11VONVVANGUARD SCOTTSDALE FDS$28.3M1.49%266,193Trimmed
12QAINEW YORK LIFE INVESTMENTS ET$28.5M1.49%778,079Added
13GOOGLALPHABET INC$26.8M1.41%74,960Trimmed
14VOOVANGUARD INDEX FDS$25.9M1.36%37,751Trimmed
15AMATAPPLIED MATLS INC$25.9M1.36%35,859Trimmed
16AMZNAMAZON COM INC$25.6M1.34%107,345Added
17KLACKLA CORP$24.5M1.29%81,347Added
18EFAISHARES TR$23.6M1.24%227,193Trimmed
19AVGOBROADCOM INC$23.7M1.24%62,747Trimmed
20TSMTAIWAN SEMICONDUCTOR MANUFAC$23.2M1.22%48,631Added
21EFVISHARES TR$20.9M1.10%273,196Added
22SCHGSCHWAB STRATEGIC TR$20.3M1.07%601,109Trimmed
23IWMISHARES TR$20.4M1.07%67,964Trimmed
24EEMISHARES TR$20.0M1.05%291,652Trimmed
25NVDANVIDIA CORPORATION$19.4M1.02%97,098Added

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