Howe & Rusling
$1.7B 13F equity value
531 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Howe & Rusling 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 |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 208,470 | $77M | 4.5% |
| IVV | ISHARES TR | 85,966 | $64M | 3.7% |
| IUSG | ISHARES TR | 339,855 | $64M | 3.7% |
| JPM | JPMORGAN CHASE & CO | 189,938 | $62M | 3.6% |
| AVGO | BROADCOM INC | 161,429 | $61M | 3.5% |
| VCIT | VANGUARD SCOTTSDALE FDS | 658,720 | $54M | 3.2% |
| AAPL | APPLE INC | 167,597 | $48M | 2.8% |
| IUSV | ISHARES TR | 416,948 | $46M | 2.7% |
| GVI | ISHARES TR | 411,980 | $44M | 2.5% |
| NVDA | NVIDIA CORPORATION | 183,653 | $37M | 2.1% |
Track Howe & Rusling's 13F portfolio: $1.7B in reported holdings, 531 positions. Top holdings and quarterly changes on SentiSense.
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