Cary Street Partners Financial
$4.6B 13F equity value
1,125 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cary Street Partners Financial 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 |
|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 650,283 | $142M | 3.1% |
| AAPL | APPLE INC COM | 481,881 | $139M | 3.0% |
| VUG | VANGUARD GROWTH ETF | 1,325,972 | $112M | 2.5% |
| GOOG | ALPHABET INC CAP STK CL C | 228,525 | $81M | 1.8% |
| MSFT | MICROSOFT CORP COM | 213,728 | $80M | 1.7% |
| TACK | Fairlead Tactical Sector ETF | 2,417,224 | $76M | 1.7% |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 516,696 | $64M | 1.4% |
| EFV | ISHARES MSCI EAFE VALUE ETF | 814,245 | $61M | 1.3% |
| FLXR | TCW FLEXIBLE INCOME ETF | 1,531,303 | $60M | 1.3% |
| VB | VANGUARD SMALL-CAP ETF | 190,361 | $58M | 1.3% |
Track Cary Street Partners Financial's 13F portfolio: $4.6B in reported holdings, 1,125 positions. Top holdings and quarterly changes on SentiSense.
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