Freestone Capital Holdings

$3.8B 13F equity value
627 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Freestone Capital Holdings 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

TickerCompanySharesValueWeight
IVVISHARES TR717,828$538M14.0%
VEAVANGUARD TAX-MANAGED FDS2,926,097$208M5.4%
MSFTMICROSOFT CORP474,051$177M4.6%
AAPLAPPLE INC538,849$156M4.1%
NVDANVIDIA CORPORATION775,989$155M4.0%
SPYSTATE STR SPDR S&P 500 ETF T155,271$116M3.0%
AMZNAMAZON COM INC465,100$111M2.9%
AGGISHARES TR1,075,916$106M2.8%
BSVVANGUARD BD INDEX FDS1,358,912$106M2.8%
VWOVANGUARD INTL EQUITY INDEX F1,772,775$106M2.8%

Track Freestone Capital Holdings's 13F portfolio: $3.8B in reported holdings, 627 positions. Top holdings and quarterly changes on SentiSense.

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