Freestone Capital Holdings, LLC: 13F holdings
CIK 14708762026Q2
| Positions | 584 |
|---|---|
| Reported value | $3.9bn |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 717,828 | $537.6m | 13.9% |
| VEA VANGUARD TAX-MANAGED FDS | 2,926,097 | $208.5m | 5.4% |
| MSFT MICROSOFT CORP | 474,051 | $176.8m | 4.6% |
| AAPL APPLE INC | 538,849 | $155.9m | 4.0% |
| NVDA NVIDIA CORPORATION | 775,989 | $155.3m | 4.0% |
| SPY STATE STR SPDR S&P 500 ETF T | 155,271 | $116.0m | 3.0% |
| AMZN AMAZON COM INC | 465,100 | $110.9m | 2.9% |
| AGG ISHARES TR | 1,075,916 | $106.5m | 2.8% |
| BSV VANGUARD BD INDEX FDS | 1,358,912 | $105.9m | 2.7% |
| VWO VANGUARD INTL EQUITY INDEX F | 1,772,775 | $105.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1470876")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.