Institutions / Freestone Capital Holdings, LLC
Freestone Capital Holdings, LLC
CIK 1470876 · Institution · as of Dec 31, 2025
Portfolio value
$3.37B
Positions
528
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 528 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $458.93M | 13.6% |
| Microsoft Corp | $217.70M | 6.5% |
| Vanguard Tax-Managed Fds | $174.01M | 5.2% |
| NVIDIA Corp | $154.69M | 4.6% |
| Apple Inc. | $140.68M | 4.2% |
| SPDR S&P 500 ETF Tr | $95.98M | 2.8% |
| Amazon.com Inc | $89.83M | 2.7% |
| iShares Tr | $84.14M | 2.5% |
| Vanguard Bd Index Fds | $78.96M | 2.3% |
| Alphabet Inc. | $77.82M | 2.3% |
| Vanguard Intl Equity Index F | $72.18M | 2.1% |
| Vanguard Index Fds | $55.11M | 1.6% |
| Meta Platforms Inc | $45.24M | 1.3% |
| Broadcom Inc. | $45.13M | 1.3% |
| Warren E. Buffett | $44.15M | 1.3% |
| Costco Wholesale Corp /New | $34.55M | 1.0% |
| JPMorgan Chase & Co | $34.02M | 1.0% |
| NIKE, Inc. | $33.34M | 1.0% |
| ELI LILLY & Co | $30.67M | 0.9% |
| AppLovin Corp | $26.28M | 0.8% |
| Alphabet Inc. | $25.29M | 0.7% |
| Salesforce Inc | $24.88M | 0.7% |
| Kla Corp | $24.63M | 0.7% |
| Oracle Corp | $24.16M | 0.7% |
| Invesco Qqq Tr | $23.76M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.