account_balance

Investment manager · 13F filer · SEC CIK 1644128

Ellevest, Inc.

Reported value$860Mas of Sep 30, 2026
Positions455 41 new, 55 sold out
Top 10 weight42.2%VTI alone is 11%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
VTI Vanguard Morningstar Total Stock Market ETF 10.6% Held
FRDM Freedom 100 Emerging Markets ETF 8.3% Held
VEA Vanguard Ftse Developed Markets ETF 4.9% Trimmed −2%
BND Vanguard Total Bond Market ETF 3.1% Added +7%
AAPL Apple Inc. 3.1% Added +11%
ESGD iShares Esg Aware MSCI EAFE ETF 3.0% Added +3%
SUSL iShares Esg MSCI USA Leaders ETF 2.8% Added +6%
VWO Vanguard Ftse Emerging Markets ETF 2.5% Held
SUB iShares Short-Term National Muni Bond ETF 2.0% Held
NVDA NVIDIA Corp 1.9% Added +7%MSFT Microsoft Corp 1.8% Added +8%
MUB iShares National Muni Bond ETF 1.7% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • NET −13%
  • SCHB −9%
  • IJH −6%
  • IEFA −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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