Freestone Capital Holdings
$3.1B Assets Reported
563 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 689,375 | $450M | 14.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 2,948,244 | $189M | 6.2% |
| MSFT | MICROSOFT CORP | 449,738 | $166M | 5.5% |
| NVDA | NVIDIA CORPORATION | 814,444 | $142M | 4.7% |
| AAPL | APPLE INC | 509,077 | $129M | 4.2% |
| AGG | ISHARES TR | 948,439 | $94M | 3.1% |
| BSV | VANGUARD BD INDEX FDS | 1,178,149 | $92M | 3.0% |
| VWO | VANGUARD INTL EQUITY INDEX F | 1,612,987 | $87M | 2.9% |
| AMZN | AMAZON COM INC | 391,552 | $82M | 2.7% |
| GOOGL | ALPHABET INC | 250,687 | $72M | 2.4% |
Track Freestone Capital Holdings's 13F portfolio: $3.1B in reported holdings, 563 positions. Top holdings, AUM, and quarterly changes on SentiSense.