Captrust Financial Advisors
$65.3B 13F equity value
3,288 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Captrust Financial Advisors 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 |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 4,652,450 | $3.5B | 5.3% |
| AAPL | APPLE INC COM | 8,124,407 | $2.4B | 3.6% |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 30,587,929 | $2.2B | 3.3% |
| NVDA | NVIDIA CORPORATION COM | 8,797,901 | $1.8B | 2.7% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 21,086,882 | $1.7B | 2.7% |
| VTV | VANGUARD VALUE | 6,787,174 | $1.5B | 2.3% |
| MSFT | MICROSOFT CORP COM | 3,623,847 | $1.4B | 2.1% |
| GOOGL | ALPHABET INC CAP STK CL A | 3,501,923 | $1.3B | 1.9% |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10,690,453 | $1.0B | 1.6% |
| AMZN | AMAZON COM INC COM | 3,900,375 | $930M | 1.4% |
Track Captrust Financial Advisors's 13F portfolio: $65.3B in reported holdings, 3,288 positions. Top holdings and quarterly changes on SentiSense.
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