CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13F holdings
CIK 17669042026Q2
| Positions | 758 |
|---|---|
| Reported value | $494.2m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC COM | 53,288 | $15.4m | 3.1% |
| NVDA NVIDIA CORPORATION COM | 60,300 | $12.1m | 2.4% |
| MSFT MICROSOFT CORP COM | 26,972 | $10.1m | 2.0% |
| VTV VANGUARD VALUE ETF | 42,025 | $9.2m | 1.9% |
| VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 107,023 | $9.0m | 1.8% |
| GOOG ALPHABET INC CAP STK CL C | 23,890 | $8.4m | 1.7% |
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 92,767 | $8.2m | 1.6% |
| IVV ISHARES CORE S&P 500 ETF | 9,431 | $7.1m | 1.4% |
| XLK Technology Select Sector SPDR Fund | 36,102 | $6.9m | 1.4% |
| AVGO BROADCOM INC COM | 17,684 | $6.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766904")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.