Coldstream Capital Management
$8.0B 13F equity value
1,321 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Coldstream Capital Management 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 TR | 909,504 | $681M | 8.5% |
| MSFT | MICROSOFT CORP | 1,327,315 | $495M | 6.2% |
| VOO | VANGUARD INDEX FDS | 361,351 | $248M | 3.1% |
| VTV | VANGUARD INDEX FDS | 1,134,483 | $247M | 3.1% |
| DFAI | DIMENSIONAL ETF TRUST | 5,636,392 | $233M | 2.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 3,235,751 | $231M | 2.9% |
| VUG | VANGUARD INDEX FDS | 2,648,650 | $228M | 2.9% |
| HEFA | ISHARES TR | 4,561,052 | $214M | 2.7% |
| AAPL | APPLE INC | 663,766 | $192M | 2.4% |
| STIP | ISHARES TR | 1,860,288 | $190M | 2.4% |
Track Coldstream Capital Management's 13F portfolio: $8.0B in reported holdings, 1,321 positions. Top holdings and quarterly changes on SentiSense.
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