account_balance
Investment manager · 13F filer · SEC CIK 1372130
Headinvest, LLC
Reported value$536Mas of Jun 30, 2026
Positions217 10 new, 18 sold out
Top 10 weight29.5%IJR alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IJRiShares Tr
6.3%
VVVanguard Index FDS
3.1%Added +4%
VTIVanguard Index FDS
3.1%
VYMVanguard Whitehall FDS
3.0%
MSFTMicrosoft Corp
3.0%
GOOGLAlphabet Inc.
2.7%Trimmed −3%
VEAVanguard Tax-Managed FDS
2.4%
JAAAJanus Detroit STR Tr
2.1%Added +4%
AAPLApple Inc.
2.0%Added +41%
BSVVanguard Bd Index FDS
1.9%Trimmed −2%
VOVanguard Index FDS
1.7%
VCITVanguard Scottsdale FDS
1.7%+9%
IJRiShares Tr
6.3%
VVVanguard Index FDS
3.1%
VTIVanguard Index FDS
3.1%
VYMVanguard Whitehall FDS
3.0%
MSFTMicrosoft Corp
3.0%
GOOGLAlphabet Inc.
2.7%
VEAVanguard Tax-Managed FDS
2.4%
JAAAJanus Detroit STR Tr
2.1%
AAPLApple Inc.
2.0%
BSV1.9%
VO1.7%
VCIT
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
IJR iShares Tr 6.3% Held
VV Vanguard Index FDS 3.1% Added +4%
VTI Vanguard Index FDS 3.1% Held
VYM Vanguard Whitehall FDS 3.0% Held
MSFT Microsoft Corp 3.0% HeldGOOGL Alphabet Inc. 2.7% Trimmed −3%VEA Vanguard Tax-Managed FDS 2.4% Held
JAAA Janus Detroit STR Tr 2.1% Added +4%
AAPL Apple Inc. 2.0% Added +41%BSV Vanguard Bd Index FDS 1.9% Trimmed −2%
VO Vanguard Index FDS 1.7% Held
VCIT Vanguard Scottsdale FDS 1.7% Added +9%
What changed
Biggest moves since Mar 31, 2026
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