account_balance
Investment manager · 13F filer · SEC CIK 720005
Raymond James Financial INC
Reported value$369Bas of Jun 30, 2026
Positions5261 315 new, 226 sold out
Top 10 weight21%VOO alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOO
Vanguard Index Fds
5.8%
AGG
Ishares Tr
2.5%Added
AAPL
Apple INC
2.4%Added
NVDA
Nvidia Corporation
1.9%Added
MSFT
Microsoft Corp
1.9%Added
AVGO
Broadcom INC
1.7%
AMZN
1.4%
JPM
1.3%
GOOGL
1.3%
IEFA
1.2%
5251 others
78.6%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed