Institutions / Cary Street Partners Financial LLC
Cary Street Partners Financial LLC
CIK 1475045 · Institution · as of Dec 31, 2025
Portfolio value
$4.04B
Positions
973
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 973 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $126.98M | 3.1% |
| Vanguard Value ETF | $123.68M | 3.1% |
| Vanguard Growth ETF | $102.47M | 2.5% |
| Microsoft Corp | $96.52M | 2.4% |
| Alphabet Inc. | $74.42M | 1.8% |
| Fairlead Tactical Sector ETF | $72.61M | 1.8% |
| Tcw Flexible Income ETF | $58.28M | 1.4% |
| JPMorgan Equity Premium Income ETF | $53.14M | 1.3% |
| iShares MSCI Eafe Growth ETF | $51.34M | 1.3% |
| Amazon.com Inc | $51.16M | 1.3% |
| Vanguard Small-Cap ETF | $50.59M | 1.3% |
| Alphabet Inc. | $49.30M | 1.2% |
| JPMorgan Income ETF | $49.23M | 1.2% |
| iShares MSCI Eafe Value ETF | $47.98M | 1.2% |
| JPMorgan Active Growth ETF | $44.73M | 1.1% |
| Vanguard Total Stock Market ETF | $42.17M | 1.0% |
| Warren E. Buffett | $41.25M | 1.0% |
| NVIDIA Corp | $39.11M | 1.0% |
| State Str SPDR S&P 500 ETF Tr Tr Unit | $38.91M | 1.0% |
| PGIM Portfolio Ballast ETF | $38.07M | 0.9% |
| State Street SPDR Portfolio S&P 500 ETF | $35.96M | 0.9% |
| JPMORGAN CHASE & CO | $34.73M | 0.9% |
| Vanguard Intermediate-Term Bond ETF | $34.51M | 0.9% |
| JPMorgan Nasdaq Equity Premium Inncome ETF | $34.22M | 0.8% |
| ELI LILLY & Co | $30.67M | 0.8% |
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.