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. 3.5% Added +12%NVDA NVIDIA Corp 3.0% Added +24%MSFT Microsoft Corp 2.9% Added +19%

VTV Vanguard Morningstar Value ETF 2.1% Added +31%

VEU Vanguard Ftse All-World Ex-US Index Fund 1.9% Added +20%

SPYM State Street SPDR Portfolio S&P 500 ETF 1.9% Added +28%

IVV iShares Core S&P 500 ETF 1.6% Added +24%

GOOG Alphabet Inc. 1.5% Added +5%

EFG iShares MSCI EAFE Growth ETF 1.4% Added +29%

AMZN Amazon.com Inc 1.4% Added +19%GOOGL Alphabet Inc. 1.4% Added +25%

EFV iShares MSCI EAFE Value ETF 1.4% Added +24%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 17, 2026 filing

add_circleNew

HEQT $2.39M
ACWX $856K
ZETA $350K
NOBL $318K

arrow_upwardAdded

SPY +304%
CORO +116%
XLU +111%
DFAU +105%

arrow_downwardTrimmed

XLF −46%
WTPI −38%
IEMG −28%
PBL −16%

remove_circleSold out

DCOR $371K
PSMT $313K
JGLO $293K
LEN $266K

Cary Street Partners Investment Advisory LLC

Where the money is

Biggest moves since Jun 30, 2026

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