account_balance
Investment manager · 13F filer · SEC CIK 759944
Citizens Financial Group Inc
Reported value$8.58Bas of Sep 30, 2026
Positions1,148 180 new, 79 sold out
Top 10 weight34.9%VOO alone is 6%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
6.2%
AAPLApple Inc.
5.1%Trimmed −4%
NVDANVIDIA Corp
4.4%
IVViShares Tr
3.7%Trimmed −7%
MSFTMicrosoft Corp
3.6%
GOOGLAlphabet Inc.
2.8%
IJHiShares Tr
2.5%Trimmed −3%
IEFAiShares Tr
2.5%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
2.1%
AMZNAmazon.com Inc
2.0%
VEAVanguard Tax Managed Intl Fd
1.9%Added +6%
IEMGiShares Inc
1.6%
VOOVanguard Index FDS
6.2%
AAPLApple Inc.
5.1%Trimmed −4%
NVDANVIDIA Corp
4.4%
IVViShares Tr
3.7%Trimmed −7%
MSFTMicrosoft Corp
3.6%
GOOGLAlphabet Inc.
2.8%
IJHiShares Tr
2.5%
IEFAiShares Tr
2.5%
SPYSPDR S&P 500 ETF Trust
2.1%
AMZNVEA1.9%
IEMG
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
VOO Vanguard Index FDS 6.2% Held
AAPL Apple Inc. 5.1% Trimmed −4%NVDA NVIDIA Corp 4.4% HeldIVV iShares Tr 3.7% Trimmed −7%
MSFT Microsoft Corp 3.6% HeldGOOGL Alphabet Inc. 2.8% HeldIJH iShares Tr 2.5% Trimmed −3%
IEFA iShares Tr 2.5% Trimmed −5%
SPY SPDR S&P 500 ETF Trust 2.1% HeldAMZN Amazon.com Inc 2.0% HeldVEA Vanguard Tax Managed Intl Fd 1.9% Added +6%
IEMG iShares Inc 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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