account_balance
Investment manager · 13F filer · SEC CIK 1730479
Independence Bank of Kentucky
Reported value$895Mas of Sep 30, 2026
Positions642 63 new, 10 sold out
Top 10 weight39.3%SPY alone is 11%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.6%
MSFTMicrosoft Corp
4.8%
AAPLApple Inc.
4.1%Trimmed −2%
NVDANVIDIA Corp
3.7%Added +4%
JPMJPMorgan Chase & Co
3.4%
GOOGLAlphabet Inc.
3.3%
AMZNAmazon.com Inc
2.6%
VTIVanguard Total Stock Market ETF
2.6%
AVDEAvantis International Equity ETF
2.3%Added +8%
LLYELI Lilly & Co
1.8%
VOOVanguard S&P 500 Index ETF
1.6%Added +4%
EFAIshares Tr MSCI EAFE Index
1.4%Trimmed −2%
SPYSPDR S&P 500 ETF Trust
10.6%
MSFTMicrosoft Corp
4.8%
AAPLApple Inc.
4.1%
NVDANVIDIA Corp
3.7%
JPMJPMorgan Chase & Co
3.4%
GOOGLAlphabet Inc.
3.3%
AMZNAmazon.com Inc
2.6%
VTIVanguard Total Stock Market ETF
2.6%
AVDE2.3%
LLY1.8%VOO1.6%
EFA1.4%
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
SPY SPDR S&P 500 ETF Trust 10.6% HeldMSFT Microsoft Corp 4.8% HeldAAPL Apple Inc. 4.1% Trimmed −2%NVDA NVIDIA Corp 3.7% Added +4%JPM JPMorgan Chase & Co 3.4% HeldGOOGL Alphabet Inc. 3.3% HeldAMZN Amazon.com Inc 2.6% Held
VTI Vanguard Total Stock Market ETF 2.6% Held
AVDE Avantis International Equity ETF 2.3% Added +8%
LLY ELI Lilly & Co 1.8% HeldVOO Vanguard S&P 500 Index ETF 1.6% Added +4%
EFA Ishares Tr MSCI EAFE Index 1.4% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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