Ballentine Partners
$7.2B Assets Reported
1,090 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5,541,921 | $1.8B | 24.8% |
| IEFA | ISHARES TR | 6,663,055 | $603M | 8.4% |
| ITOT | ISHARES TR | 3,185,211 | $454M | 6.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 5,017,663 | $322M | 4.5% |
| IEMG | ISHARES INC | 4,271,360 | $298M | 4.1% |
| IVV | ISHARES TR | 368,896 | $241M | 3.4% |
| IGF | ISHARES TR | 2,420,129 | $162M | 2.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 2,832,034 | $153M | 2.1% |
| SPY | STATE STR SPDR S&P 500 ETF T | 227,871 | $148M | 2.1% |
| VNQ | VANGUARD INDEX FDS | 1,558,678 | $138M | 1.9% |
Track Ballentine Partners's 13F portfolio: $7.2B in reported holdings, 1,090 positions. Top holdings, AUM, and quarterly changes on SentiSense.