D.a. Davidson &
$16.5B Assets Reported
1,622 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 5,611,282 | $1.1B | 6.7% |
| VUG | VANGUARD INDEX FDS | 1,811,209 | $791M | 4.8% |
| IXUS | ISHARES TR | 7,763,644 | $673M | 4.1% |
| AGG | ISHARES TR | 5,167,126 | $513M | 3.1% |
| AAPL | APPLE INC | 1,523,959 | $387M | 2.3% |
| MSFT | MICROSOFT CORP | 885,023 | $328M | 2.0% |
| IWN | ISHARES TR | 1,273,529 | $241M | 1.5% |
| VEA | VANGUARD TAX-MANAGED FDS | 3,572,615 | $229M | 1.4% |
| AVGO | BROADCOM INC | 714,286 | $221M | 1.3% |
| SPIB | SPDR SERIES TRUST | 6,479,879 | $217M | 1.3% |
Track D.a. Davidson &'s 13F portfolio: $16.5B in reported holdings, 1,622 positions. Top holdings, AUM, and quarterly changes on SentiSense.