account_balance
Investment manager · 13F filer · SEC CIK 1785342
National Philanthropic Trust
Reported value$6.92Bas of Jun 30, 2026
Positions409 68 new, 24 sold out
Top 10 weight62.0%IVV alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
16.5%
APOApollo Global MGMT Inc
15.6%
VOOVanguard Index FDS
5.6%Added +8%
GOOGLAlphabet Inc
5.4%Trimmed −72%
GOOGAlphabet Inc
4.2%
NVDANvidia Corporation
3.7%Trimmed −87%
BXBlackstone Inc
3.3%
CVNACarvana Co
2.6%Added +319%
AGGiShares Tr
2.6%
IEFAiShares Tr
2.4%
SPYState STR SPDR S&P 500 ETF T
1.9%Added +4%
TSMTaiwan Semiconductor Manufac
1.8%
IVViShares Tr
16.5%
APOApollo Global MGMT Inc
15.6%
VOO5.6%
GOOGL5.4%GOOG4.2%NVDA3.7%BX3.3%CVNA2.6%AGG2.6%
IEFA2.4%
SPY1.9%TSM1.8%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
IVV iShares Tr 16.5% Held
APO Apollo Global MGMT Inc 15.6% HeldVOO Vanguard Index FDS 5.6% Added +8%
GOOGL Alphabet Inc 5.4% Trimmed −72%GOOG Alphabet Inc 4.2% HeldNVDA Nvidia Corporation 3.7% Trimmed −87%BX Blackstone Inc 3.3% HeldCVNA Carvana Co 2.6% Added +319%AGG iShares Tr 2.6% Held
IEFA iShares Tr 2.4% Held
SPY State STR SPDR S&P 500 ETF T 1.9% Added +4%TSM Taiwan Semiconductor Manufac 1.8% HeldWhat changed