account_balance
Investment manager · 13F filer · SEC CIK 1961742
New Hampshire Trust
Reported value$532Mas of Sep 30, 2026
Positions171 6 new, 11 sold out
Top 10 weight42.0%VO alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOVanguard Mid Cap ETF
9.1%
AAPLApple Inc.
7.1%
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
4.5%
DFASDimensional US Small Cap ETF
3.2%Trimmed −3%
AMZNAmazon.com Inc
2.9%
GOOGAlphabet Inc.
2.7%
GOOGLAlphabet Inc.
2.3%
JPMJPMorgan Chase & Co
2.3%−2%
VEAVanguard FTSE Developed Mkt
2.2%
SCHGSchwab US Large Cap Growth ETF
2.0%
AVGOBroadcom Inc.
2.0%−3%
VOVanguard Mid Cap ETF
9.1%
AAPLApple Inc.
7.1%
MSFTMicrosoft Corp
5.8%
NVDANVIDIA Corp
4.5%
DFASDimensional US Small Cap ETF
3.2%−3%
AMZNAmazon.com Inc
2.9%
GOOG2.7%GOOGL2.3%JPM2.3%VEA2.2%
SCHG
AVGOBoxes 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
VO Vanguard Mid Cap ETF 9.1% Held
AAPL Apple Inc. 7.1% HeldMSFT Microsoft Corp 5.8% HeldNVDA NVIDIA Corp 4.5% HeldDFAS Dimensional US Small Cap ETF 3.2% Trimmed −3%
AMZN Amazon.com Inc 2.9% HeldGOOG Alphabet Inc. 2.7% HeldGOOGL Alphabet Inc. 2.3% HeldJPM JPMorgan Chase & Co 2.3% Trimmed −2%VEA Vanguard FTSE Developed Mkt 2.2% Held
SCHG Schwab US Large Cap Growth ETF 2.0% Held
AVGO Broadcom Inc. 2.0% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.