SVB WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, SVB WEALTH LLC held in its portfolio 392 assets valued at $1,696,115,671 (i.e. $1.70B).
The most valuable assets in the portfolio included: APPLE INC ($103.01M), iShares Russell Top 200 Growth ($83.76M), and MICROSOFT CORP ($74.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 392 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SVB WEALTH LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 378890 | 103005213 | COM |
| iShares Russell Top 200 Growth | 302455 | 83761757 | ETF |
| MICROSOFT CORP | 154159 | 74554442 | COM |
| BROADCOM INC COM | 174967 | 60556129 | COM |
| AMAZON.COM INC | 207684 | 47937647 | COM |
| ISHARES TRUST CORE MSCI EAFE E | 533965 | 47768540 | ETF |
| iShares Russell Top 200 Value | 508406 | 46702131 | ETF |
| Nvidia Corporation Com | 248106 | 46271782 | COM |
| ISHARES TRUST CORE US AGGBD ET | 370967 | 37052140 | ETF |
| ISHARES RUSSELL MID-CAP VALUE | 262626 | 37043443 | ETF |
| ALPHABET INC CAP STK CL A | 114791 | 35929524 | COM |
| ISHARES CORE S&P 500 ETF | 50452 | 34556843 | ETF |
| JPMORGAN CHASE & CO | 100410 | 32354232 | COM |
| ISHARES TR RUS MD CP GR ETF | 185968 | 25466431 | ETF |
| ALPHABET INC CAP STK CL C | 79305 | 24886090 | COM |
| STATE STREET SPDR S&P 500 ETF | 35942 | 24509433 | ETF |
| Vanguard Core Bond ETF | 275274 | 21442451 | ETF |
| META PLATFORMS INC CLASS A COM | 32189 | 21247609 | COM |
| VISA INC | 54502 | 19114452 | COM |
| VANGUARD INDEX FUNDS S&P 500 E | 30372 | 19047389 | ETF |
| ISHARES INC CORE MSCI EMERGING | 247743 | 16653251 | ETF |
| HOME DEPOT INC | 45859 | 15779782 | COM |
| ABBVIE INC COM USD0.01 | 68663 | 15688833 | COM |
| VANGUARD RUSSELL 2000 ETF IV | 151788 | 15105921 | ETF |
| CISCO SYSTEMS INC | 171098 | 13179663 | COM |
| Dimensional International Smal | 347306 | 11440264 | ETF |
| BERKSHIRE HATHAWAY INC COM USD | 22728 | 11424282 | COM |
| ORACLE CORP | 57721 | 11250318 | COM |
| INTERNATIONAL BUS MACH CORP CO | 37250 | 11033664 | COM |
| NETFLIX INC | 117427 | 11009988 | COM |
| VANGUARD INDEX FDS VANGUARD TO | 31999 | 10728164 | ETF |
| TESLA INC COM | 23811 | 10708243 | COM |
| EXXON MOBIL CORP | 88208 | 10614905 | COM |
| COSTCO WHOLESALE CORP COM USD0 | 12257 | 10569568 | COM |
| ISHARES TR RUS 1000 GRW ETF | 22324 | 10565876 | ETF |
| ELI LILLY AND CO | 9530 | 10242079 | COM |
| WALMART INC COM | 88147 | 9820453 | COM |
| TJX COMPANIES INC | 62377 | 9581701 | COM |
| EATON CORPORATION PLC | 29243 | 9313950 | COM |
| ISHARES TR MSCI USA QLT FCT | 46205 | 9177151 | ETF |
| UNION PAC CORP COM | 38280 | 8854892 | COM |
| PROCTER AND GAMBLE CO COM | 60424 | 8659301 | COM |
| ISHARES NATIONAL MUNI BOND ETF | 77521 | 8303301 | ETF |
| CHEVRON CORP NEW COM | 51291 | 7817276 | COM |
| ISHARES TR INTRM GOV CR ETF | 72509 | 7783832 | ETF |
| ABBOTT LABORATORIES | 61881 | 7752950 | COM |
| ACCENTURE PLC | 28755 | 7714795 | COM |
| INTUITIVE SURGICAL INC | 13387 | 7581903 | COM |
| ANALOG DEVICES INC COM USD0.16 | 27712 | 7515560 | COM |
| L3HARRIS TECHNOLOGIES INC COM | 25368 | 7447271 | COM |
| PEPSICO INC | 51691 | 7418651 | COM |
| MASTERCARD INCORPORATED CL A | 12444 | 7104204 | COM |
| ISHARES RUSSELL 2000 ETF | 27914 | 6871293 | ETF |
| SCHWAB INTERNATIONAL EQUITY ET | 283866 | 6824139 | ETF |
| VANGUARD INTL EQUITY INDEX FDS | 98004 | 6705015 | ETF |
| ISHARES TR MSCI INTL QUALTY | 146152 | 6642628 | ETF |
| NEXTERA ENERGY INC COM USD0.01 | 82456 | 6619509 | COM |
| ISHARES MSCI EAFE ETF | 67983 | 6528367 | ETF |
| ISHARES CORE S&P SMALL-CAP E | 54305 | 6526363 | ETF |
| JOHNSON &JOHNSON COM USD1.00 | 29554 | 6116166 | COM |
| BROADRIDGE FINANCIAL SOLUTION | 27330 | 6099290 | COM |
| ELEVANCE HEALTH INC COM | 16700 | 5854093 | COM |
| INTERCONTINENTAL EXCHANGE INC | 35888 | 5812544 | COM |
| APPLIED MATERIALS INC COM USD0 | 22422 | 5762019 | COM |
| HONEYWELL INTERNATIONAL INC | 28816 | 5621623 | COM |
| ISHARES TR 0-3 MNTH TREASRY | 54577 | 5478489 | ETF |
| Palantir Technologies Inc | 30062 | 5343520 | COM |
| MERCK &CO. INC COM | 50478 | 5313285 | COM |
| BOOKING HOLDINGS INC COM | 984 | 5269970 | COM |
| KINDER MORGAN INC COM USD0.01 | 191237 | 5257094 | COM |
| MCDONALD S CORP | 16926 | 5173107 | COM |
| COCA-COLA CO | 72578 | 5073937 | COM |
| GOLDMAN SACHS GROUP INC COM US | 5744 | 5048907 | COM |
| WASTE MANAGEMENT INC | 21898 | 4811225 | COM |
| iShares Core S&P Total U.S. St | 31762 | 4722692 | ETF |
| iShares MSCI EAFE Small-Cap ET | 60521 | 4692214 | ETF |
| Lam Research Corp | 27011 | 4623697 | COM |
| UNITEDHEALTH GROUP INC | 13572 | 4480205 | COM |
| COSTAR GROUP INC | 66410 | 4465426 | COM |
| MARSH COM | 23796 | 4414666 | COM |
| VANGUARD FTSE Developed Market | 70211 | 4386055 | ETF |
| REGIONS FINANCIAL CORP NEW COM | 161131 | 4366651 | COM |
| IDEXX LABORATORIES INC COM USD | 6246 | 4225607 | COM |
| INVESCO QQQ TR UNIT SER 1 | 6587 | 4046460 | ETF |
| MEDTRONIC PLC | 41964 | 4031029 | COM |
| BlackRock Inc | 3698 | 3958313 | COM |
| ISHARES TR MSCI USA VALUE | 28906 | 3952254 | ETF |
| AMCOR PLC ORD USD0.01 | 468199 | 3904782 | COM |
| ALTRIA GROUP INC | 66352 | 3825879 | COM |
| DANAHER CORPORATION COM | 16592 | 3798244 | COM |
| Entergy Corp | 41059 | 3795145 | COM |
| PRICE T ROWE GROUPS COM USD0.2 | 37000 | 3788050 | COM |
| ISHARES TR MSCI ACWI EX US | 56019 | 3760585 | ETF |
| GILEAD SCIENCES INC COM USD0.0 | 29779 | 3655127 | COM |
| ROYAL CARIBBEAN GROUP COM USD0 | 12682 | 3537294 | COM |
| SPDR GOLD TR GOLD SHS | 8815 | 3493274 | ETF |
| VANGUARD SPECIALIZED FUNDS DIV | 15798 | 3472084 | ETF |
| CONOCOPHILLIPS COM | 36087 | 3378088 | COM |
| BRISTOL-MYERS SQUIBB CO COM | 61995 | 3344015 | COM |
| iShares Russell 1000 ETF | 8840 | 3301219 | ETF |
| ZOETIS INC | 26105 | 3284535 | COM |
| VALERO ENERGY CORP COM | 19913 | 3241727 | COM |
| KROGER CO COM USD1.00 | 51838 | 3238834 | COM |
| BANK AMERICA CORP COM | 58351 | 3209337 | COM |
| EASTMAN CHEM CO COM | 49571 | 3164106 | COM |
| STRYKER CORPORATION COM | 8941 | 3142519 | COM |
| AUTOMATIC DATA PROCESSING INC | 12210 | 3140668 | COM |
| LEIDOS HOLDINGS INC | 17395 | 3138007 | COM |
| DUKE ENERGY CORP NEW COM NEW | 26328 | 3085907 | COM |
| AMPHENOL CORP CLASS A COM USD0 | 22734 | 3072198 | COM |
| QUEST DIAGNOSTICS INC COM USD0 | 17348 | 3010318 | COM |
| PFIZER INC | 118047 | 2939364 | COM |
| AIR PRODUCTS AND CHEMICALS INC | 11858 | 2929155 | COM |
| ALLSTATE CORP COM USD0.01 | 14060 | 2926578 | COM |
| SPDR PORTFOLIO S&P 500 VALUE E | 50530 | 2870609 | ETF |
| SNAP-ON INC | 8293 | 2857882 | COM |
| ISHARES CORE S&P MID-CAP ETF | 42675 | 2816569 | ETF |
| PROLOGIS INC. COM | 21994 | 2807853 | COM |
| VERISK ANALYTICS INC COM | 12413 | 2776592 | COM |
| NETEASE INC ADS EACH REPR 25 C | 19927 | 2742354 | ADR |
| AMGEN INC | 8315 | 2721782 | COM |
| ISHARES TRUST MSCI EMG MKTS ET | 49488 | 2707490 | ETF |
| ISHARES RUSSELL 2000 VALUE ETF | 14683 | 2660763 | ETF |
| CME GROUP INC COM | 9642 | 2633015 | COM |
| REPUBLIC SERVICES INC | 12252 | 2596524 | COM |
| COINBASE GLOBAL INC COM CL A | 11454 | 2590207 | COM |
| VANGUARD SMALL-CAP INDEX FUND | 10026 | 2586207 | ETF |
| FRANKLIN RES INC | 105153 | 2512106 | COM |
| Rtx Corporation Com | 13645 | 2502634 | COM |
| MICROCHIP TECHNOLOGY INC. COM | 38527 | 2454941 | COM |
| United Airlines Holdings Inc | 21922 | 2451317 | COM |
| SPDR SER TR S&P PHARMAC | 43450 | 2433651 | ETF |
| SELECT SECTOR SPDR TRUST TECHN | 16520 | 2378384 | ETF |
| SCHWAB CHARLES CORP COM | 23576 | 2355496 | COM |
| iShares Russell Mid-Cap ETF | 23924 | 2303163 | ETF |
| UNIVERSAL HLTH SVCS CLASS B | 10456 | 2279704 | COM |
| EXELON CORP COM NPV | 51486 | 2244291 | COM |
| PRIMERICA INC COM USD0.01 | 8672 | 2240620 | COM |
| UNITED RENTALS INC | 2762 | 2235400 | COM |
| EVERGY INC | 30563 | 2215500 | COM |
| ADOBE SYSTEMS INCORPORATED COM | 6278 | 2197237 | COM |
| COMCAST CORP | 72134 | 2156091 | COM |
| AT&T INC COM USD1 | 84373 | 2095829 | COM |
| ARES MANAGEMENT CORPORATION CL | 12585 | 2034137 | COM |
| iShares Short Treasury Bond | 18180 | 2002527 | ETF |
| BANK OF NEW YORK MELLON CORP C | 17134 | 1989075 | COM |
| AMERICAN EXPRESS CO COM USD0.2 | 5258 | 1945029 | COM |
| AMERIPRISE FINANCIAL INC COM U | 3961 | 1942335 | COM |
| ADVANCED MICRO DEVICES INC | 9030 | 1933865 | COM |
| CATERPILLAR INC COM | 3312 | 1897638 | COM |
| PALO ALTO NETWORKS INC COM USD | 10151 | 1869814 | COM |
| THE CIGNA GROUP COM | 6497 | 1788339 | COM |
| CENTENE CORP | 42395 | 1744554 | COM |
| MASCO CORP COM USD1.00 | 27252 | 1729425 | COM |
| THERMO FISHER SCIENTIFIC INC | 2965 | 1718129 | COM |
| INTUIT INC | 2505 | 1659388 | COM |
| ISHARES SELECT DIVIDEND ETF | 11722 | 1654443 | ETF |
| STARBUCKS CORP COM USD0.001 | 19137 | 1611569 | COM |
| AGILENT TECHNOLOGIES INC COM U | 11757 | 1599792 | COM |
| OREILLY AUTOMOTIVE INC COM | 17403 | 1587327 | COM |
| Arista Networks Inc | 12097 | 1585070 | COM |
| CHIPOTLE MEXICAN GRILL INC | 42192 | 1561104 | COM |
| EOG RESOURCES INC | 14741 | 1547878 | COM |
| Avantis U.S. Small Cap Value | 14977 | 1527372 | ETF |
| AMERICAN ELEC PWR CO INC COM | 13188 | 1520669 | COM |
| Berkshire Hathaway Inc | 2 | 1509600 | COM |
| SPDR Bloomberg Barclays 1-3 Mo | 16489 | 1506768 | ETF |
| VERIZON COMMUNICATIONS INC | 36832 | 1500173 | COM |
| TE Connectivity PLC | 6482 | 1474779 | COM |
| CITIGROUP INC | 12611 | 1471551 | COM |
| MCKESSON CORP | 1785 | 1464242 | COM |
| SALESFORCE INC COM | 5463 | 1447161 | COM |
| CDW CORP COM USD0.01 | 10462 | 1424865 | COM |
| COMM SERVICES SELECT SECTOR | 12056 | 1419232 | ETF |
| MONDELEZ INTL INC COM NPV | 26304 | 1415940 | COM |
| SPDR S&P Dividend ETF | 10143 | 1411500 | ETF |
| VERTEX PHARMACEUTICALS INC | 3061 | 1387735 | COM |
| ARTHUR J. GALLAGHER & CO. | 5284 | 1367513 | COM |
| QUALCOMM INC | 7977 | 1364533 | COM |
| CADENCE DESIGN SYSTEMS INC COM | 4343 | 1357536 | COM |
| PHILIP MORRIS INTERNATIONAL IN | 8458 | 1356601 | COM |
| ISHARES TR PFD AND INCM SEC | 43165 | 1336401 | ETF |
| SLB LIMITED | 34350 | 1318353 | COM |
| Schwab U.S. Broad Market ETF | 49768 | 1305415 | ETF |
| TELEDYNE TECHNOLOGIE | 2525 | 1289347 | COM |
| GE AEROSPACE COM NEW | 4181 | 1288045 | COM |
| PROGRESSIVE CORP COM | 5433 | 1237249 | COM |
| Fidelity MSCI Information Tech | 5405 | 1214442 | ETF |
| DISNEY WALT CO COM | 10651 | 1211742 | COM |
| DELTA AIR LINES INC | 17324 | 1202293 | COM |
| FLEXSHARES TRUST MORNINGSTAR G | 25781 | 1182052 | ETF |
| SPDR S&P MIDCAP 400 ETF | 1932 | 1165537 | ETF |
| IQVIA HLDGS INC COM | 5087 | 1146553 | COM |
| CHUBB LIMITED COM NPV | 3637 | 1135096 | COM |
| TYLER TECHNOLOGIES INC | 2455 | 1114314 | COM |
| DEERE & CO | 2393 | 1114179 | COM |
| BLACKSTONE INC | 7168 | 1104878 | COM |
| CVS HEALTH CORPORATION COM | 13887 | 1102097 | COM |
| iShares 10-20 Year Treasury Bo | 10614 | 1079150 | ETF |
| CAPITAL ONE FINANCIAL CORP COM | 4428 | 1073252 | COM |
| Ishares Bitcoin Trust Etf | 21410 | 1063007 | ETF |
| iShares Russell 2000 Growth ET | 3257 | 1052044 | ETF |
| VANGUARD GROWTH ETF | 2136 | 1041895 | ETF |
| ELECTRONIC ARTS INC | 5091 | 1040170 | COM |
| JPMorgan U.S. Value Factor ETF | 21019 | 1031612 | ETF |
| LOCKHEED MARTIN CORP COM USD1. | 2086 | 1009001 | COM |
| Schwab US Dividend Equity ETF | 36749 | 1008020 | ETF |
| CONSTELLATION ENERGY CORP COM | 2836 | 1001946 | COM |
| MICRON TECHNOLOGY INC | 3428 | 978542 | COM |
| BEST BUY CO INC COM USD0.10 | 14347 | 960266 | COM |
| JPMorgan U.S. Quality Factor E | 15195 | 960013 | ETF |
| WELLS FARGO CO NEW COM | 10291 | 959124 | COM |
| ISHARES TRUST GLOBAL REIT ETF | 38129 | 951308 | ETF |
| NISOURCE INC 00500 | 22370 | 934161 | COM |
| SEAGATE TECHNOLOGY HLDGS PUB L | 3347 | 921682 | COM |
| EQUINIX INC | 1201 | 920005 | COM |
| POOL CORP COM | 4014 | 918272 | COM |
| VANGUARD BD INDEX FDS TOTAL BN | 12320 | 912542 | ETF |
| MARATHON PETROLEUM CORP COM US | 5572 | 906123 | COM |
| CSX CORP COM USD1 | 24841 | 900471 | COM |
| LOWES COMPANIES INC COM USD0.5 | 3729 | 899422 | COM |
| MARTIN MARIETTA MATERIALS INC | 1441 | 897005 | COM |
| INTEL CORP COM USD0.001 | 24181 | 892266 | COM |
| LINDE PLC COM | 1998 | 852242 | COM |
| Robinhood Mkts Inc | 7500 | 848250 | COM |
| GENERAL MTRS CO COM | 10321 | 839316 | COM |
| SOUTHERN CO | 9612 | 838139 | COM |
| ACUITY INC | 2299 | 827732 | COM |
| iShares S&P Global Infrastruct | 13483 | 827317 | ETF |
| AES CORP | 55711 | 798903 | COM |
| Profesionally Managed Portfoli | 11901 | 779635 | ETF |
| WORKDAY INC COM USD0.001 CL A | 3606 | 774566 | COM |
| iShares Treasury Floating Rate | 15152 | 764570 | ETF |
| ONEOK INC COM USD0.01 | 10373 | 762416 | COM |
| 3M CO | 4760 | 762068 | COM |
| MORGAN STANLEY COM USD0.01 | 4258 | 755905 | COM |
| MONSTER BEVERAGE CORP NEW COM | 9854 | 755534 | COM |
| CONSUMER DISCRETIONARY SPDR | 6306 | 752999 | ETF |
| NIKE INC CLASS B COM NPV | 11559 | 736430 | COM |
| GE Vernova Inc | 1085 | 709128 | COM |
| PRUDENTIAL FINANCIAL INC | 6222 | 702340 | COM |
| iShares Ultra Short-Term Bond | 13758 | 695880 | ETF |
| HCA HEALTHCARE INC COM | 1473 | 687905 | COM |
| COLGATE-PALMOLIVE CO COM USD1. | 8672 | 685230 | COM |
| ECOLAB INC | 2594 | 681000 | COM |
| UNITED PARCEL SERVICE INC CL B | 6861 | 680543 | COM |
| EBAY INC. COM | 7683 | 669186 | COM |
| PNC FINANCIAL SERVICES GROUP C | 3183 | 664387 | COM |
| SCHWAB US LARGE CAP GROWTH ETF | 20314 | 662628 | ETF |
| iShares Gold Trust | 8152 | 661698 | ETF |
| GE HEALTHCARE TECHNOLOGIES INC | 7889 | 647064 | COM |
| JOHNSON CONTROLS INTERNATIONAL | 5397 | 646200 | COM |
| CUMMINS INC | 1242 | 634045 | COM |
| TAIWAN SEMICONDUCTOR MANUFACTU | 2070 | 629102 | ADR |
| TRUIST FINL CORP COM | 12735 | 626711 | COM |
| VANGUARD MID-CAP INDEX FUND | 2142 | 621686 | ETF |
| REALTY INCOME CORP COM | 10923 | 615713 | COM |
| J P MORGAN EXCHANGE ETF ULTRA | 11903 | 602173 | ETF |
| YUM! BRANDS INC | 3978 | 601792 | COM |
| VANECK J P MORGAN EM LCL CRY B | 23120 | 596958 | ETF |
| PAYCHEX INC COM USD0.01 | 5223 | 585895 | COM |
| ASTRAZENECA ADR REP 0.5 ORD | 6241 | 573735 | COM |
| TEXAS INSTRUMENTS INC COM USD1 | 3307 | 573731 | COM |
| NEWMONT CORP COM ISIN #US65163 | 5733 | 572462 | COM |
| GARTNER INC COM USD0.0005 | 2257 | 569396 | COM |
| Hartford Insurance Group Inc C | 4123 | 568137 | COM |
| BP PLC SPONSORED ADR | 15947 | 553840 | COM |
| DIMENSIONAL US MARKETWIDE VALU | 11749 | 547387 | ETF |
| MOODYS CORP COM USD0.01 | 1071 | 547167 | COM |
| TRADEWEB MKTS INC CL A | 5078 | 546076 | COM |
| VANGUARD INDEX FUNDS - VANGUAR | 2843 | 542985 | ETF |
| CINTAS CORP | 2871 | 539962 | COM |
| FIFTH THIRD BANCORP | 11504 | 538486 | COM |
| iShares MSCI KLD 400 Social ET | 4176 | 537994 | ETF |
| TRANE TECHNOLOGIES PLC COM USD | 1374 | 534987 | COM |
| Corpay Inc | 1751 | 526928 | COM |
| VANGUARD REAL ESTATE ETF | 5737 | 507650 | ETF |
| UBER TECHNOLOGIES INC COM | 6206 | 507093 | COM |
| KLA CORP COM NEW | 406 | 493459 | COM |
| AMERICAN TOWER CORP NEW | 2805 | 492549 | COM |
| iShares Russell 1000 Value ETF | 2304 | 484623 | ETF |
| SKYWORKS SOLUTIONS | 7528 | 477350 | COM |
| NOVARTIS AG | 3410 | 470136 | COM |
| ILLINOIS TOOL WORKS INC COM US | 1895 | 466835 | COM |
| ROCKWELL AUTOMATION INC COM US | 1175 | 457157 | COM |
| AFLAC INC COM USD0.10 | 4123 | 454635 | COM |
| BOEING CO COM USD5.00 | 2023 | 439234 | COM |
| STATE STREET CORP | 3399 | 438533 | COM |
| VANGUARD INFORMATION TECH E | 578 | 435685 | ETF |
| S&P GLOBAL INC COM | 827 | 432248 | COM |
| SPDR EURO STOXX 50 ETF | 6709 | 431993 | ETF |
| BOSTON SCIENTIFIC CORP | 4349 | 414677 | COM |
| PARKER-HANNIFIN CORP COM | 465 | 408878 | COM |
| PIMCO ETF TRUST ENHANCED SHORT | 4065 | 407882 | ETF |
| SPDR DOW JONES INDUSTRIAL AVRG | 840 | 403679 | ETF |
| KRAFT HEINZ CO COM | 16579 | 402041 | COM |
| SIMON PROPERTY GROUP INC | 2140 | 396063 | COM |
| LYONDELLBASELL INDUSTRIES N V | 9139 | 395718 | COM |
| BIO-TECHNE CORP COM | 6705 | 394338 | COM |
| SERVICENOW INC COM USD0.001 | 2525 | 386805 | COM |
| DOW INC COM | 16194 | 378609 | COM |
| UNUM GROUP | 4864 | 376961 | COM |
| HEALTH CARE SELECT SPDR | 2415 | 373842 | ETF |
| TRAVELERS COMPANIES INC COM ST | 1274 | 369530 | COM |
| DIGITAL REALTY TRUST INC | 2365 | 365930 | COM |
| WILLIAMS COS INC COM | 6021 | 361923 | COM |
| PROSHARES TRUST BROOKFIELD GLO | 6655 | 360342 | ETF |
| KEYSIGHT TECHNOLOGIES INC COM | 1745 | 354567 | COM |
| ASML HOLDING NV EUR0.09 NY REG | 327 | 349844 | ADR |
| WELLTOWER INC COM | 1862 | 345689 | COM |
| HUNTINGTON INGALLS INDUSTRIES | 1013 | 344491 | COM |
| DIMENSIONAL INTERNATIONAL VAL | 6873 | 342978 | ETF |
| NORFOLK SOUTHN CORP COM | 1183 | 341556 | COM |
| SELECT SECTOR SPDR TR FINANCIA | 6219 | 340638 | ETF |
| Vanguard Short-Term Bond Index | 4322 | 340617 | ETF |
| EDWARDS LIFESCIENCES CORP | 3875 | 330344 | COM |
| ISHARES TR IBOXX HI YD ETF | 4061 | 327454 | ETF |
| NRG ENERGY INC | 2056 | 327397 | COM |
| EMERSON ELECTRIC CO | 2456 | 325895 | COM |
| Applovin Corp | 480 | 323434 | COM |
| SHELL PLC SPON ADS EA REP 2 OR | 4397 | 323092 | ADR |
| PHILLIPS 66 COM | 2487 | 320955 | COM |
| VANGUARD SMALL CAP VALUE ETF | 1500 | 317635 | ETF |
| EXPEDIA GROUP INC | 1110 | 314477 | COM |
| NXP Semiconductors NV | 1435 | 311501 | COM |
| NORTHROP GRUMMAN CORP COM USD1 | 545 | 310789 | COM |
| FORD MTR CO DEL COM | 23545 | 308905 | COM |
| DELL TECHNOLOGIES INC CL C | 2437 | 306772 | COM |
| FEDEX CORP COM USD0.10 | 1050 | 303387 | COM |
| Vanguard Russell 1000 Growth E | 2483 | 302305 | ETF |
| MOTOROLA SOLUTIONS INC | 788 | 302073 | COM |
| HOLOGIC INC | 4032 | 300343 | COM |
| VANGUARD EXTENDED MARKET ETF | 1433 | 299669 | ETF |
| CITIZENS FINL GROUP INC COM | 5107 | 298300 | COM |
| COPART INC COM USD0.0001 | 7544 | 295347 | COM |
| Fidelity MSCI Financials Index | 3762 | 292458 | ETF |
| Fidelity MSCI Health Care Inde | 3931 | 291999 | ETF |
| HP INC COM | 13064 | 291071 | COM |
| Solstice Advanced Materials In | 5981 | 290557 | COM |
| DIMENSIONAL U S SMALL CAP ETF | 4152 | 289280 | ETF |
| T-MOBILE US INC COM | 1415 | 287341 | COM |
| ZIMMER BIOMET HOLDINGS INC COM | 3131 | 281540 | COM |
| SYSCO CORP | 3793 | 279507 | COM |
| Samsara Inc | 7870 | 278992 | COM |
| UTILITIES SELECT SECTOR SPDR F | 6476 | 276460 | ETF |
| GENERAL DYNAMICS CORP | 821 | 276439 | COM |
| CROWDSTRIKE HLDGS INC CL A | 583 | 273337 | COM |
| CORNING INC | 3109 | 272224 | COM |
| CBRE GROUP INC COM USD0.01 CLA | 1692 | 272057 | COM |
| AVALONBAY COMMUNITIES INC COM | 1490 | 270152 | COM |
| SAP ADR REP 1 ORD | 1110 | 269630 | COM |
| Schwab U.S. TIPs ETF | 9961 | 263867 | ETF |
| ISHARES MSCI ACWI ETF | 1796 | 254105 | ETF |
| PUBLIC SVC ENTERPRISE GRP INC | 3122 | 250695 | COM |
| GENERAL MILLS INC COM USD0.10 | 5308 | 246823 | COM |
| Fidelity MSCI Communication Se | 3347 | 245259 | ETF |
| Fidelity MSCI Industrials Inde | 2962 | 244306 | ETF |
| EMCOR GROUP INC | 397 | 242881 | COM |
| Annaly Capital Management Inc | 10858 | 242783 | COM |
| PAYPAL HLDGS INC COM | 4133 | 241284 | COM |
| BECTON DICKINSON &CO COM USD1. | 1241 | 240818 | COM |
| ISHARES RUSSELL 3000 INDEX FUN | 615 | 237913 | ETF |
| Invesco S&P 500 Equal Weight E | 1239 | 237343 | ETF |
| CENCORA INC COM | 700 | 236289 | COM |
| HEALTHPEAK PROPERTIES INC COM | 14550 | 233966 | COM |
| SHERWIN-WILLIAMS CO | 715 | 231627 | COM |
| AMEREN CORP COM USD0.01 | 2313 | 231022 | COM |
| IRON MTN INC DEL COM | 2785 | 231015 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5104 | 227614 | ETF |
| HENRY SCHEIN INC COM | 3003 | 226967 | COM |
| ROSS STORES INC | 1244 | 224097 | COM |
| SONY GROUP CORPORATION SPON AD | 8740 | 223744 | ADR |
| METLIFE INC COM USD0.01 | 2830 | 223405 | COM |
| VANGUARD SHORT-TERM CORPOR | 2789 | 222367 | ETF |
| Vanguard Total International S | 2944 | 222095 | ETF |
| NETAPP INC | 2066 | 221228 | COM |
| WEC ENERGY GROUP INC COM | 2073 | 218618 | COM |
| FLEX LTD COM USD0.01 | 3599 | 217451 | COM |
| DOMINION ENERGY INC COM | 3653 | 214029 | COM |
| UBS GROUP AG | 4595 | 212795 | COM |
| REGENERON PHARMACEUTICALS INC | 274 | 211493 | COM |
| DARDEN RESTAURANTS INC | 1141 | 209901 | COM |
| HSBC HLDGS PLC SPON | 2668 | 209892 | COM |
| HOWMET AEROSPACE INC COM | 1004 | 205839 | COM |
| AUTODESK INC | 692 | 204839 | COM |
| MARRIOTT INTERNATIONAL INC | 657 | 203969 | COM |
| ISHARES MSCI UNITED KINGDOME E | 4600 | 202308 | ETF |
| SPDR DOW JONES GLOBAL REAL EST | 4462 | 200877 | ETF |
| BANCO SANTANDER, S.A. SPON ADR | 14167 | 166179 | COM |
| VIATRIS INC COM | 13043 | 162387 | COM |
| MIZUHO FINANCIAL GROUP SPON AD | 10545 | 77189 | ADR |
| LLOYDS BANKING GROUP PLC SPONS | 13333 | 70665 | ADR |
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