account_balance
Investment manager · 13F filer · SEC CIK 826154
Orrstown Financial Services Inc
Reported value$667Mas of Sep 30, 2026
Positions119 4 new, 3 sold out
Top 10 weight75.5%IVV alone is 26%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Core S&P 500 Index Fund
26.3%
JAVAJPMorgan Active Value
10.3%
VCRBVanguard Core Bond
9.9%
FENIFidelity Enhanced International
9.3%
AVUVAvantis U.S. Small Cap Value
5.4%Trimmed −5%
JEPIJPMorgan Equity Premium Income
4.0%Added +6%
GSCGoldman Sachs Small Cap Equity
3.8%Trimmed −7%
JGROJPMorgan Active Growth
3.7%Added +5%
HELOJPMorgan Hedged Equity Laddered Overlay
1.6%
BIV1.2%
MSFTMicrosoft Corp
1.1%
AAPL1.1%IVViShares Core S&P 500 Index Fund
26.3%
JAVAJPMorgan Active Value
10.3%
VCRBVanguard Core Bond
9.9%
FENIFidelity Enhanced International
9.3%
AVUV5.4%
JEPI4.0%
GSC3.8%
JGRO3.7%
HELO
BIV
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 Index Fund 26.3% Held
JAVA JPMorgan Active Value 10.3% Held
VCRB Vanguard Core Bond 9.9% Held
FENI Fidelity Enhanced International 9.3% Held
AVUV Avantis U.S. Small Cap Value 5.4% Trimmed −5%
JEPI JPMorgan Equity Premium Income 4.0% Added +6%
GSC Goldman Sachs Small Cap Equity 3.8% Trimmed −7%
JGRO JPMorgan Active Growth 3.7% Added +5%
HELO JPMorgan Hedged Equity Laddered Overlay 1.6% Held
BIV Vanguard Intermediate Term Bond ETF 1.2% Added +24%
MSFT Microsoft Corp 1.1% HeldAAPL Apple Inc. 1.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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