account_balance
Investment manager · 13F filer · SEC CIK 1998414
Annis Gardner Whiting Capital Advisors, LLC
Reported value$679Mas of Sep 30, 2026
Positions350 24 new, 23 sold out
Top 10 weight44.9%EFA alone is 12%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares Tr
12.0%
BWINBaldwin Insurance Group, Inc.
7.4%
VTIVanguard Index FDS
6.3%
VXUSVanguard Star FDS
4.3%
GOOGLAlphabet Inc.
3.0%
NVDANVIDIA Corp
2.9%
AAPLApple Inc.
2.5%Trimmed −2%
IWMiShares Tr
2.2%
MSFTMicrosoft Corp
2.2%
XOMExxonMobil Holdings Corp
2.1%
ACWIiShares Tr
1.9%
AMZNAmazon.com Inc
1.8%Added +2%
EFAiShares Tr
12.0%
BWINBaldwin Insurance Group, Inc.
7.4%
VTIVanguard Index FDS
6.3%
VXUSVanguard Star FDS
4.3%
GOOGLAlphabet Inc.
3.0%
NVDANVIDIA Corp
2.9%
AAPL2.5%IWM2.2%
MSFTXOM2.1%ACWI
AMZNBoxes 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
EFA iShares Tr 12.0% Held
BWIN Baldwin Insurance Group, Inc. 7.4% HeldVTI Vanguard Index FDS 6.3% Held
VXUS Vanguard Star FDS 4.3% Held
GOOGL Alphabet Inc. 3.0% HeldNVDA NVIDIA Corp 2.9% HeldAAPL Apple Inc. 2.5% Trimmed −2%IWM iShares Tr 2.2% Held
MSFT Microsoft Corp 2.2% HeldXOM ExxonMobil Holdings Corp 2.1% HeldACWI iShares Tr 1.9% Held
AMZN Amazon.com Inc 1.8% Added +2%What changed
Biggest moves since Jun 30, 2026
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