account_balance
Investment manager · 13F filer · SEC CIK 2107902
Colter Lewis Investment Partners LLC
Reported value$225Mas of Jun 30, 2026
Positions114 35 new, 32 sold out
Top 10 weight60.4%VONE alone is 28%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VONEVanguard Scottsdale FDS
27.9%New
VGTVanguard World Fd
10.8%Added +1487%
BSVVanguard Bd Index FDS
5.7%
JPIEJ P Morgan Exchange Traded F
3.6%Added +71%
RIVNRivian Automotive, Inc.
2.9%New
VOOVanguard Index FDS
2.3%
ESGUiShares Tr
2.0%New
VXUSVanguard Star FDS
1.8%
AXPAmerican Express Co
1.8%
SPY1.5%VIOO1.4%
JMUB1.4%
VONEVanguard Scottsdale FDS
27.9%New
VGTVanguard World Fd
10.8%Added +1487%
BSVVanguard Bd Index FDS
5.7%
JPIEJ P Morgan Exchange Traded F
3.6%
VOO2.3%
ESGU
VXUS
AXPSPY1.5%VIOO
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
VONE Vanguard Scottsdale FDS 27.9% New
VGT Vanguard World Fd 10.8% Added +1487%
BSV Vanguard Bd Index FDS 5.7% Held
JPIE J P Morgan Exchange Traded F 3.6% Added +71%
RIVN Rivian Automotive, Inc. 2.9% NewVOO Vanguard Index FDS 2.3% Held
ESGU iShares Tr 2.0% New
VXUS Vanguard Star FDS 1.8% Added +645%
AXP American Express Co 1.8% Trimmed −14%SPY SPDR S&P 500 ETF Trust 1.5% Added +322%VIOO Vanguard Admiral FDS Inc 1.4% Added +93%
JMUB J P Morgan Exchange Traded F 1.4% New
What changed
Biggest moves since Mar 31, 2026
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