RS CRUM INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, RS CRUM INC. held in its portfolio 97 assets valued at $500,486,287 (i.e. $500.49M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($88.19M), DIMENSIONAL ETF TRUST ($54.24M), and DIMENSIONAL ETF TRUST ($49.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RS CRUM INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 1119033 | 88190970 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 731332 | 54242879 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 1247673 | 49395388 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 1180156 | 40668176 | INTL CORE EQUITY |
| ISHARES TR | 314906 | 32016496 | 10-20 YR TRS ETF |
| DIMENSIONAL ETF TRUST | 688299 | 22768926 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 468574 | 21830868 | US MKTWIDE VALUE |
| SPDR GOLD TR | 54485 | 21592951 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 322141 | 19180283 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 641075 | 16937214 | GLOBAL REAL EST |
| VANGUARD INDEX FDS | 53975 | 16306445 | SML CP GRW ETF |
| ALPS ETF TR | 323359 | 15204362 | ALERIAN MLP |
| AMAZON COM INC | 43073 | 9942110 | COM |
| VANGUARD TAX-MANAGED FDS | 122675 | 7663508 | VAN FTSE DEV MKT |
| ABRDN ETFS | 351782 | 6870298 | BBRG ALL COMD K1 |
| DIMENSIONAL ETF TRUST | 178412 | 5839419 | WORLD EX US CORE |
| APPLE INC | 21478 | 5838929 | COM |
| VANGUARD BD INDEX FDS | 41234 | 3211286 | INTERMED TERM |
| VANGUARD INDEX FDS | 5840 | 2849103 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 40157 | 2797739 | US SMALL CAP ETF |
| MICROSOFT CORP | 5753 | 2782364 | COM |
| ISHARES TR | 102815 | 2565235 | GLOBAL REIT ETF |
| CATERPILLAR INC | 4430 | 2537815 | COM |
| EMERSON ELEC CO | 17763 | 2357506 | COM |
| VANGUARD INDEX FDS | 6667 | 2235372 | TOTAL STK MKT |
| ENTERPRISE PRODS PARTNERS L | 68703 | 2202619 | COM |
| VANGUARD INTL EQUITY INDEX F | 36426 | 1958262 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 25005 | 1839368 | ALLWRLD EX US |
| DISNEY WALT CO | 15076 | 1715167 | COM |
| ISHARES TR | 9451 | 1595104 | ISHARES BIOTECH |
| VANGUARD INDEX FDS | 8200 | 1566118 | VALUE ETF |
| ONEOK INC NEW | 19321 | 1420094 | COM |
| VANGUARD SCOTTSDALE FDS | 20815 | 1222465 | SHORT TERM TREAS |
| NVIDIA CORPORATION | 6073 | 1132580 | COM |
| CISCO SYS INC | 13129 | 1011327 | COM |
| SOUTHERN CO | 11244 | 980461 | COM |
| JOHNSON & JOHNSON | 4600 | 951970 | COM |
| COMCAST CORP NEW | 30357 | 907364 | CL A |
| VANGUARD INDEX FDS | 4111 | 870739 | SM CP VAL ETF |
| QUALCOMM INC | 4930 | 843277 | COM |
| AMGEN INC | 2300 | 752813 | COM |
| CANADIAN NATL RY CO | 7490 | 740387 | COM |
| TESLA INC | 1631 | 733494 | COM |
| META PLATFORMS INC | 1081 | 713559 | CL A |
| EXXON MOBIL CORP | 5754 | 692378 | COM |
| RTX CORPORATION | 3763 | 690135 | COM |
| SIMON PPTY GROUP INC NEW | 3726 | 689720 | COM |
| INTERNATIONAL BUSINESS MACHS | 2326 | 688985 | COM |
| SPDR S&P 500 ETF TR | 954 | 650389 | TR UNIT |
| ALPHABET INC | 2029 | 635008 | CAP STK CL A |
| CHEVRON CORP NEW | 4140 | 630978 | COM |
| CINCINNATI FINL CORP | 3710 | 605918 | COM |
| ALPHABET INC | 1828 | 573627 | CAP STK CL C |
| MICRON TECHNOLOGY INC | 2000 | 570820 | COM |
| DIMENSIONAL ETF TRUST | 7481 | 553435 | WORLD EQUITY ETF |
| VANGUARD SPECIALIZED FUNDS | 2510 | 551648 | DIV APP ETF |
| UNILEVER PLC | 7751 | 506916 | SPON ADR NEW |
| ABBVIE INC | 2217 | 506563 | COM |
| BANK AMERICA CORP | 9021 | 496137 | COM |
| JPMORGAN CHASE & CO. | 1507 | 485616 | COM |
| PARKER-HANNIFIN CORP | 552 | 485186 | COM |
| ELI LILLY & CO | 433 | 465141 | COM |
| VERIZON COMMUNICATIONS INC | 11290 | 459842 | COM |
| VANGUARD WORLD FD | 6325 | 452997 | ESG INTL STK ETF |
| ADVANCED MICRO DEVICES INC | 2075 | 444382 | COM |
| BOEING CO | 1964 | 426424 | COM |
| VANGUARD INTL EQUITY INDEX F | 3005 | 423886 | TT WRLD ST ETF |
| HOME DEPOT INC | 1220 | 419802 | COM |
| PIMCO INCOME STRATEGY FD II | 55750 | 418125 | COM |
| COSTCO WHSL CORP NEW | 473 | 407845 | COM |
| PHILIP MORRIS INTL INC | 2453 | 393462 | COM |
| WISDOMTREE TR | 3415 | 392657 | US AI ENHANCED |
| VANGUARD INDEX FDS | 4155 | 367676 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 7272 | 362873 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 9383 | 357583 | INTL CORE EQT MK |
| BRISTOL-MYERS SQUIBB CO | 6570 | 354386 | COM |
| TEXAS INSTRS INC | 2012 | 349062 | COM |
| VISA INC | 986 | 345801 | COM CL A |
| ISHARES TR | 3097 | 340441 | TIPS BD ETF |
| ALTRIA GROUP INC | 5588 | 322205 | COM |
| HEALTHPEAK PROPERTIES INC | 19269 | 309846 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 13144 | 293900 | COM NEW |
| SPDR SERIES TRUST | 2723 | 290501 | STATE STREET SPD |
| NETFLIX INC | 2890 | 270967 | COM |
| PALANTIR TECHNOLOGIES INC | 1483 | 263604 | CL A |
| PROSHARES TR | 2420 | 251850 | S&P 500 DV ARIST |
| GRANITESHARES GOLD TR | 5740 | 243893 | SHS BEN INT |
| VANECK MERK GOLD ETF | 5860 | 243073 | GOLD SHS |
| INVESCO QQQ TR | 392 | 240892 | UNIT SER 1 |
| BROADCOM INC | 679 | 234888 | COM |
| PROCTER AND GAMBLE CO | 1609 | 230586 | COM |
| ISHARES INC | 3122 | 226880 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 855 | 220548 | SMALL CP ETF |
| FORD MTR CO | 16480 | 216218 | COM |
| ISHARES TR | 1770 | 212761 | CORE S&P SCP ETF |
| WELLS FARGO CO NEW | 2267 | 211321 | COM |
| CALIDI BIOTHERAPEUTICS INC | 20256 | 23700 | COM |
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