account_balance

Investment manager · 13F filer · SEC CIK 2029317

Glen Eagle Advisors, LLC

Reported value$793Mas of Jun 30, 2026
Positions1,087 88 new, 19 sold out
Top 10 weight37.1%DGRW alone is 7%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
DGRW Wisdomtree Tr 6.5% Added +6%
SPY SPDR S&P 500 ETF Trust 5.3% HeldNVDA NVIDIA Corp 3.7% Held
BKAG Bny Mellon ETF Trust 3.7% Trimmed −2%
JNJ Johnson & Johnson 3.6% Held
NOBL Proshares Tr 3.3% Trimmed −8%
RSP Invesco Exchange Traded Fd T 3.2% Trimmed −3%
SPTS SPDR Ser Tr 2.7% Added +17%
BUFT First Tr Exchng Traded Fd Vi 2.6% Trimmed −4%
MSFT Microsoft Corp 2.5% Trimmed −4%AAPL Apple Inc. 2.1% Added +3%
BALT Innovator Etfs Trust 2.1% Added +16%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • TBT $153K
  • SIG $133K
  • SPMO $87.2K
  • RSPT $83.8K
arrow_upwardAdded
arrow_downwardTrimmed
  • XBI −26%
  • SGOV −16%
  • CSCO −14%
  • GOOG −13%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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