account_balance
Investment manager · 13F filer · SEC CIK 1705399
Stamos Capital Partners, L.P.
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Reported value$709Mas of Sep 30, 2026
Positions141 5 new, 4 sold out
Top 10 weight25.0%VTEB alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTEBVanguard Mun Bd FDS
3.9%Trimmed −11%
MRKMerck & Co., Inc.
3.2%Trimmed −14%
MSFTMicrosoft Corp
3.0%Trimmed −11%
GOOGLAlphabet Inc.
2.7%Added +21%
TMToyota Motor Corp
2.6%Added +9%
AGGiShares Tr
2.2%Trimmed −24%
XOMExxonMobil Holdings Corp
2.2%Trimmed −17%
AMZNAmazon.com Inc
1.8%Added +11%
UNHUnitedHealth Group Inc
1.8%Trimmed −7%
CVXChevron Corp
1.7%Trimmed −20%
JPMJPMorgan Chase & Co
1.6%
NEENextEra Energy Inc
1.6%
VTEBVanguard Mun Bd FDS
3.9%−11%
MRKMerck & Co., Inc.
3.2%
MSFTMicrosoft Corp
3.0%
GOOGLAlphabet Inc.
2.7%
TMToyota Motor Corp
2.6%
AGGiShares Tr
2.2%−24%
XOMExxonMobil Holdings Corp
2.2%−17%
AMZNAmazon.com Inc
1.8%
UNHUnitedHealth Group Inc
1.8%
CVX1.7%JPM1.6%NEE1.6%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
VTEB Vanguard Mun Bd FDS 3.9% Trimmed −11%
MRK Merck & Co., Inc. 3.2% Trimmed −14%MSFT Microsoft Corp 3.0% Trimmed −11%GOOGL Alphabet Inc. 2.7% Added +21%TM Toyota Motor Corp 2.6% Added +9%AGG iShares Tr 2.2% Trimmed −24%
XOM ExxonMobil Holdings Corp 2.2% Trimmed −17%AMZN Amazon.com Inc 1.8% Added +11%UNH UnitedHealth Group Inc 1.8% Trimmed −7%CVX Chevron Corp 1.7% Trimmed −20%JPM JPMorgan Chase & Co 1.6% HeldNEE NextEra Energy Inc 1.6% Added +70%What changed
Biggest moves since Jun 30, 2026
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