account_balance
Investment manager · 13F filer · SEC CIK 1656167
Renasant Bank
Reported value$148Mas of Sep 30, 2026
Positions136 14 new, 19 sold out
Top 10 weight29.5%ACIO alone is 4%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ACIOETF Ser Solutions
4.1%Trimmed −6%
IEFAiShares Tr Core MSCI EAFE ETF
4.0%
IDUBETF Ser Solutions
3.2%Trimmed −6%
VEAVanguard Ftse Developed Markets ETF
3.1%Trimmed −5%
VTIVanguard Index FDS Total STK MKT
2.7%
IVViShares Core S&P 500 ETF
2.5%Trimmed −2%
NVDANVIDIA Corp
2.5%Added +6%
SPYMSPDR Ser Tr
2.5%Trimmed −3%
IUSBiShares Tr Core Total Usd Bd MKT ETF
2.5%
MSFTMicrosoft Corp
2.4%Trimmed −2%
DUBSETF Ser Solutions
2.2%Trimmed −5%
OSCVETF Ser Solutions
2.2%
ACIOETF Ser Solutions
4.1%−6%
IEFAiShares Tr Core MSCI EAFE ETF
4.0%
IDUBETF Ser Solutions
3.2%
VEAVanguard Ftse Developed Markets ETF
3.1%−5%
VTIVanguard Index FDS Total STK MKT
2.7%
IVViShares Core S&P 500 ETF
2.5%−2%
NVDANVIDIA Corp
2.5%
SPYMSPDR Ser Tr
2.5%
IUSBiShares Tr Core Total Usd Bd MKT ETF
2.5%
MSFTMicrosoft Corp
2.4%
DUBSETF Ser Solutions
2.2%
OSCVETF Ser Solutions
2.2%
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
ACIO ETF Ser Solutions 4.1% Trimmed −6%
IEFA iShares Tr Core MSCI EAFE ETF 4.0% Held
IDUB ETF Ser Solutions 3.2% Trimmed −6%
VEA Vanguard Ftse Developed Markets ETF 3.1% Trimmed −5%
VTI Vanguard Index FDS Total STK MKT 2.7% Held
IVV iShares Core S&P 500 ETF 2.5% Trimmed −2%
NVDA NVIDIA Corp 2.5% Added +6%SPYM SPDR Ser Tr 2.5% Trimmed −3%
IUSB iShares Tr Core Total Usd Bd MKT ETF 2.5% Held
MSFT Microsoft Corp 2.4% Trimmed −2%DUBS ETF Ser Solutions 2.2% Trimmed −5%
OSCV ETF Ser Solutions 2.2% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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