account_balance
Investment manager · 13F filer · SEC CIK 1082339
Coldstream Capital Management Inc
Reported value$8.21Bas of Sep 30, 2026
Positions1,171 69 new, 117 sold out
Top 10 weight40.1%IVV alone is 9%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.1%Added +7%
MSFTMicrosoft Corp
8.4%
VTVVanguard Index FDS
3.0%
VEAVanguard Tax-Managed FDS
3.0%Added +7%
VOOVanguard Index FDS
2.9%Trimmed −5%
DFAIDimensional ETF Trust
2.9%Added +3%
VUGVanguard Index FDS
2.9%
IEFiShares Tr
2.9%Added +155%
AAPLApple Inc.
2.7%
HEFAiShares Tr
2.2%Trimmed −15%
NVDANVIDIA Corp
2.1%
AMZNAmazon.com Inc
2.0%Added +3%
IVViShares Tr
9.1%Added +7%
MSFTMicrosoft Corp
8.4%
VTVVanguard Index FDS
3.0%
VEAVanguard Tax-Managed FDS
3.0%
VOOVanguard Index FDS
2.9%
DFAIDimensional ETF Trust
2.9%
VUGVanguard Index FDS
2.9%
IEFiShares Tr
2.9%
AAPLApple Inc.
2.7%
HEFA2.2%
NVDA2.1%AMZN2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.1% Added +7%
MSFT Microsoft Corp 8.4% HeldVTV Vanguard Index FDS 3.0% Held
VEA Vanguard Tax-Managed FDS 3.0% Added +7%
VOO Vanguard Index FDS 2.9% Trimmed −5%
DFAI Dimensional ETF Trust 2.9% Added +3%
VUG Vanguard Index FDS 2.9% Held
IEF iShares Tr 2.9% Added +155%
AAPL Apple Inc. 2.7% HeldHEFA iShares Tr 2.2% Trimmed −15%
NVDA NVIDIA Corp 2.1% HeldAMZN Amazon.com Inc 2.0% Added +3%What changed
Biggest moves since Jun 30, 2026
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