Ballentine Partners
$8.2B 13F equity value
1,130 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ballentine Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5,455,709 | $2.0B | 24.7% |
| IEFA | ISHARES TR | 6,772,847 | $654M | 8.0% |
| ITOT | ISHARES TR | 3,149,753 | $517M | 6.3% |
| IEMG | ISHARES INC | 4,374,374 | $362M | 4.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 5,015,310 | $357M | 4.4% |
| IVV | ISHARES TR | 370,566 | $278M | 3.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 227,359 | $170M | 2.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 2,831,907 | $169M | 2.1% |
| IGF | ISHARES TR | 2,532,785 | $169M | 2.1% |
| VNQ | VANGUARD INDEX FDS | 1,609,924 | $155M | 1.9% |
Track Ballentine Partners's 13F portfolio: $8.2B in reported holdings, 1,130 positions. Top holdings and quarterly changes on SentiSense.
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