Karpus Management

$3.5B 13F equity value
256 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Karpus 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

TickerCompanySharesValueWeight
VOOVANGUARD INDEX FDS S&P 500 ETF SH366,496$252M7.2%
MHDBLACKROCK MUNIHOLDINGS FUND INC19,816,954$236M6.8%
BLVVANGUARD BD INDEX FD INC LONG TERM BOND2,132,736$147M4.2%
BTTBLACKROCK 2030 MUNICIPAL TARGET TERM TRUST4,641,247$106M3.0%
VBVANGUARD INDEX FDS SMALL CP ETF319,556$97M2.8%
MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND INC7,938,637$81M2.3%
VWOVANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF1,294,280$77M2.2%
VEUVANGUARD INTL EQUITY INDEX FD ALLWRLD EX US911,846$76M2.2%
TLTISHARES LEHMAN 20plus YR TREAS882,953$76M2.2%
WIAWESTERN ASSET CLYM INFL SEC IN COM SH BEN INT8,648,798$70M2.0%

Track Karpus Management's 13F portfolio: $3.5B in reported holdings, 256 positions. Top holdings and quarterly changes on SentiSense.

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