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.
XP Advisory US, Inc. (CIK 2147967) reported $182.6M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($77.3M, 42.34%), QQQ ($43.5M, 23.80%), VXUS ($23.9M, 13.12%), UTES ($11.4M, 6.24%), VBIL ($5.8M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | $77.3M | 42.34% | 103,510 | New |
| 2 | QQQ | Invesco QQQ TR Unit Ser 1 | $43.5M | 23.80% | 59,013 | New |
| 3 | VXUS | Vanguard Total Intl Stock Index FD ETF SHS | $23.9M | 13.12% | 280,137 | New |
| 4 | UTES | Etfis Ser TR I Reaves Utils ETF | $11.4M | 6.24% | 139,273 | New |
| 5 | VBIL | Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat | $5.8M | 3.20% | 77,252 | New |
| 6 | KBWB | Invesco Exchange-Traded FD TR II KBW BK ETF | $5.1M | 2.80% | 54,941 | New |
| 7 | GOOG | Alphabet Inc-CL C | $2.2M | 1.23% | 6,357 | New |
| 8 | SJNK | SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF | $1.3M | 0.70% | 50,944 | New |
| 9 | ACWI | iShares TR MSCI Acwi ETF | $1.1M | 0.62% | 7,155 | New |
| 10 | EAGL | The 2023 ETF Ser TR Eagle Cap Select Equity ETF | $753,486 | 0.41% | 23,422 | New |
| 11 | VGK | Vanguard FTSE Europe ETF | $600,567 | 0.33% | 6,783 | New |
| 12 | SMMU | PIMCO ETF TR Short Term Mun BD Active ETF | $604,839 | 0.33% | 11,977 | New |
| 13 | EEM | iShares MSCI Emerging Market | $565,888 | 0.31% | 8,272 | New |
| 14 | VTV | Vanguard Index | $549,184 | 0.30% | 2,520 | New |
| 15 | XLK | Technology Select Sect SPDR | $512,118 | 0.28% | 2,688 | New |
| 16 | IYG | iShares TR U S Finl SVCS ETF | $401,687 | 0.22% | 4,440 | New |
| 17 | JGLO | J P Morgan Exchange-Traded FD TR Global Select Equity ETF | $388,932 | 0.21% | 5,461 | New |
| 18 | IBIT | iShares Bitcoin TR SHS Ben Int | $386,264 | 0.21% | 11,603 | New |
| 19 | EWJ | iShares MSCI Japan ETF | $365,805 | 0.20% | 3,922 | New |
| 20 | FPEI | First TR Exchange-Traded FD III Instl PFD Secs & Income ETF / / B/E DTD / / Mat | $348,107 | 0.19% | 18,046 | New |
| 21 | BUD | Anheuser-Busch Inbev SPN ADR | $347,893 | 0.19% | 4,222 | New |
| 22 | AMZN | Amazon Com Inc | $347,976 | 0.19% | 1,460 | New |
| 23 | XLF | Financial Select Sector SPDR | $312,654 | 0.17% | 5,832 | New |
| 24 | ITUB | Itau Unibanco H-Spon PRF ADR | $299,700 | 0.16% | 36,683 | New |
| 25 | B | Barrick Mining Corp Registered SHS | $275,712 | 0.15% | 7,500 | New |
Source: SEC Form 13F filings · as of 2026-06-30