account_balance
Investment manager · 13F filer · SEC CIK 1475045
Cary Street Partners Financial LLC
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Email when they file new holdings (13F), about 4 times a year, with what they bought and sold. Free.
Reported value$4.9Bas of Sep 30, 2026
Positions1,117 82 new, 50 sold out
Top 10 weight19.4%AAPL alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.4%Added +3%
VTVVanguard Morningstar Value ETF
2.9%
MSFTMicrosoft Corp
2.5%Added +11%
VUGVanguard Morningstar Growth ETF
2.4%
GOOGAlphabet Inc.
1.6%
GOOGLAlphabet Inc.
1.4%Added +30%
TACKFairlead Tactical Sector ETF
1.3%Trimmed −14%
EFGiShares MSCI EAFE Growth ETF
1.3%Added +3%
EFViShares MSCI EAFE Value ETF
1.3%
FLXRTCW Flexible Income ETF
1.2%Added +3%
AMZNAmazon.com Inc
1.2%
NVDANVIDIA Corp
1.2%
AAPLApple Inc.
3.4%Added +3%
VTVVanguard Morningstar Value ETF
2.9%
MSFTMicrosoft Corp
2.5%
VUGVanguard Morningstar Growth ETF
2.4%
GOOGAlphabet Inc.
1.6%
GOOGLAlphabet Inc.
1.4%
TACK1.3%
EFG1.3%
EFV1.3%
FLXR1.2%
AMZN1.2%NVDA1.2%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
AAPL Apple Inc. 3.4% Added +3%
VTV Vanguard Morningstar Value ETF 2.9% Held
MSFT Microsoft Corp 2.5% Added +11%VUG Vanguard Morningstar Growth ETF 2.4% Held
GOOG Alphabet Inc. 1.6% HeldGOOGL Alphabet Inc. 1.4% Added +30%TACK Fairlead Tactical Sector ETF 1.3% Trimmed −14%
EFG iShares MSCI EAFE Growth ETF 1.3% Added +3%
EFV iShares MSCI EAFE Value ETF 1.3% Held
FLXR TCW Flexible Income ETF 1.2% Added +3%
AMZN Amazon.com Inc 1.2% HeldNVDA NVIDIA Corp 1.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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