Captrust Financial Advisors
$57.2B 13F equity value
3,051 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 4,301,507 | $2.8B | 4.9% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 32,329,953 | $2.1B | 3.6% |
| AAPL | APPLE INC COM | 7,788,222 | $2.0B | 3.5% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 19,190,886 | $1.6B | 2.8% |
| NVDA | NVIDIA CORPORATION COM | 8,029,629 | $1.4B | 2.4% |
| VTV | VANGUARD VALUE | 6,662,268 | $1.3B | 2.3% |
| MSFT | MICROSOFT CORP COM | 3,342,378 | $1.2B | 2.2% |
| GOOGL | ALPHABET INC CAP STK CL A | 3,286,433 | $945M | 1.7% |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10,893,003 | $944M | 1.7% |
| AMZN | AMAZON COM INC COM | 3,704,409 | $771M | 1.3% |
Track Captrust Financial Advisors's 13F portfolio: $57.2B in reported holdings, 3,051 positions. Top holdings and quarterly changes on SentiSense.