account_balance
Investment manager · 13F filer · SEC CIK 709447
City National Bank of Florida
Reported value$258Mas of Sep 30, 2026
Positions150 17 new, 17 sold out
Top 10 weight50.7%IVV alone is 23%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 (MKT)
23.3%Added +9%
IJRiShares Core S&P Small-Cap (MKT)
4.7%Added +11%
NVDANVIDIA Corp
4.3%Added +7%
AGGiShares Core Total US Bond
3.8%Added +22%
AAPLApple Inc.
3.3%Added +21%
MSFTMicrosoft Corp
3.1%Added +6%
IEFAiShares Core MSCI EAFE
2.6%
IWFiShares Russell 1000 Growth
2.2%Trimmed −7%
GOOGLAlphabet Inc.
1.8%Trimmed −4%
SMMDIshare Russel 2500 ETF
1.7%Trimmed −4%
SRLNState Street Blackstone Senior
1.7%Added +4%
AMZNAmazon.com Inc
1.6%Trimmed −13%
IVViShares Core S&P 500 (MKT)
23.3%Added +9%
IJRiShares Core S&P Small-Cap (MKT)
4.7%
NVDANVIDIA Corp
4.3%
AGGiShares Core Total US Bond
3.8%+22%
AAPLApple Inc.
3.3%
MSFTMicrosoft Corp
3.1%
IEFA2.6%
IWF2.2%
GOOGLSMMD
SRLN1.7%
AMZN1.6%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 Core S&P 500 (MKT) 23.3% Added +9%
IJR iShares Core S&P Small-Cap (MKT) 4.7% Added +11%
NVDA NVIDIA Corp 4.3% Added +7%AGG iShares Core Total US Bond 3.8% Added +22%
AAPL Apple Inc. 3.3% Added +21%MSFT Microsoft Corp 3.1% Added +6%IEFA iShares Core MSCI EAFE 2.6% Held
IWF iShares Russell 1000 Growth 2.2% Trimmed −7%
GOOGL Alphabet Inc. 1.8% Trimmed −4%SMMD Ishare Russel 2500 ETF 1.7% Trimmed −4%
SRLN State Street Blackstone Senior 1.7% Added +4%
AMZN Amazon.com Inc 1.6% Trimmed −13%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.