Captrust Financial Advisors
$57.3B Assets Reported
3,052 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 4,306,307 | $2.8B | 4.9% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 32,329,953 | $2.1B | 3.6% |
| AAPL | APPLE INC COM | 7,815,022 | $2.0B | 3.5% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 19,190,886 | $1.6B | 2.8% |
| NVDA | NVIDIA CORPORATION COM | 8,221,829 | $1.4B | 2.5% |
| VTV | VANGUARD VALUE | 6,662,268 | $1.3B | 2.3% |
| MSFT | MICROSOFT CORP COM | 3,364,178 | $1.2B | 2.2% |
| GOOGL | ALPHABET INC CAP STK CL A | 3,286,433 | $945M | 1.6% |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10,893,003 | $944M | 1.6% |
| AMZN | AMAZON COM INC COM | 3,705,609 | $772M | 1.3% |
Track Captrust Financial Advisors's 13F portfolio: $57.3B in reported holdings, 3,052 positions. Top holdings, AUM, and quarterly changes on SentiSense.