Institutions / Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC
CIK 1766904 · Institution · as of Dec 31, 2025
Portfolio value
$370.59M
Positions
681
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 681 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $12.90M | 3.5% |
| Microsoft Corp | $11.70M | 3.2% |
| NVIDIA Corp | $10.04M | 2.7% |
| Alphabet Inc. | $5.76M | 1.6% |
| State Street SPDR Portfolio S&P 500 Growth ETF | $5.75M | 1.6% |
| Amazon.com Inc | $5.40M | 1.5% |
| Technology Select Sector SPDR Fund | $5.28M | 1.4% |
| SPDR Portfolio Developed World Ex-Us ETF | $4.97M | 1.3% |
| Alphabet Inc. | $4.93M | 1.3% |
| Broadcom Inc. | $4.69M | 1.3% |
| State Street SPDR Portfolio S&P 500 ETF | $4.68M | 1.3% |
| Vanguard Value ETF | $4.61M | 1.2% |
| Financial Select Sector SPDR Fund | $4.40M | 1.2% |
| State Street SPDR Portfolio S&P 500 Value ETF | $4.05M | 1.1% |
| iShares Core S&P 500 ETF | $3.80M | 1.0% |
| Meta Platforms Inc | $3.76M | 1.0% |
| iShares MSCI Eafe Value ETF | $3.75M | 1.0% |
| Vanguard Ftse All-World Ex-Us Index Fund | $3.70M | 1.0% |
| iShares 3-7 Year Treasury Bond ETF | $3.47M | 0.9% |
| JPMorgan Chase & Co | $3.28M | 0.9% |
| Communication Services Select Sector SPDR Fund | $3.25M | 0.9% |
| JPMorgan Active Growth ETF | $3.23M | 0.9% |
| iShares MSCI Eafe Growth ETF | $3.03M | 0.8% |
| Vanguard Mid-Cap Value ETF | $2.97M | 0.8% |
| Visa Inc | $2.90M | 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.