&PARTNERS
Institutional investor · Portfolio as of Q2 2026
Top Holdings2,509 positions
APPLE INC | 3M | $858.4M | 3.5% | $235.48 | +33.91% | 30 qtrssince 2019-Q1 | Increased 62 |
ISHARES TR | 936,468 | $702M | 2.9% | $606.30 | +26.87% | 28 qtrssince 2019-Q3 | Increased 60 |
ISHARES TR | 8.3M | $643M | 2.6% | $63.12 | +19.38% | 30 qtrssince 2019-Q1 | Increased 58 |
NVIDIA CORPORATION | 3M | $598.4M | 2.5% | $161.53 | +38.47% | 13 qtrssince 2023-Q2 | Increased 61 |
MICROSOFT CORP | 1.5M | $566.3M | 2.3% | $436.16 | +12.72% | 30 qtrssince 2019-Q1 | Increased 58 |
ISHARES TR | 4.3M | $420.9M | 1.7% | $94.62 | +2.17% | 21 qtrssince 2021-Q2 | Increased 53 |
DIMENSIONAL ETF TRUST | 9.8M | $405.6M | 1.7% | $33.01 | +30.75% | 10 qtrssince 2024-Q1 | Increased 53 |
BROADCOM INC | 956,184 | $361.2M | 1.5% | $245.26 | +48.57% | 11 qtrssince 2023-Q4 | Increased 53 |
ALPHABET INC | 959,152 | $342.9M | 1.4% | $229.70 | +43.95% | 25 qtrssince 2020-Q2 | Increased 52 |
ISHARES TR | 3.4M | $331.3M | 1.4% | $76.33 | +31.65% | 11 qtrssince 2023-Q4 | Increased 51 |
AMAZON COM INC | 1.4M | $322.1M | 1.3% | $213.26 | +20.50% | 30 qtrssince 2019-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 935,957 | $306.3M | 1.3% | $249.93 | +41.44% | 30 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 336,534 | $251.3M | 1.0% | $660.11 | +15.50% | 30 qtrssince 2019-Q1 | Increased 53 |
MICRON TECHNOLOGY INC | 214,598 | $248.6M | 1.0% | $262.83 | +291.05% | 27 qtrssince 2019-Q4 | Increased 54 |
VANGUARD INDEX FDS | 353,195 | $241.1M | 1.0% | $587.18 | +19.36% | 21 qtrssince 2021-Q2 | Increased 50 |
ELI LILLY & CO | 180,745 | $217M | 0.9% | $887.54 | +26.67% | 17 qtrssince 2022-Q2 | Increased 46 |
VANGUARD CHARLOTTE FDS | 4.3M | $209.6M | 0.9% | $46.84 | +1.18% | 11 qtrssince 2023-Q4 | Increased 47 |
JOHNSON & JOHNSON | 809,873 | $205.7M | 0.8% | $161.86 | +65.00% | 30 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INDEX FDS | 2.2M | $186.1M | 0.8% | $83.58 | +4.91% | 11 qtrssince 2023-Q4 | Increased 69 |
ISHARES INC | 2.1M | $175.3M | 0.7% | $66.13 | +26.58% | 10 qtrssince 2024-Q1 | Increased 46 |
&PARTNERS manages $24.4B across 2509 positions as of Q2 2026. Top holdings: AAPL (3.5%), IVV (2.9%), IJH (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 204 new positions, 90 exits, 1496 increased. Top move: VUG (INCREASED, conviction 69). Portfolio: $24.4B across 2509 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR