&partners
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), &partners reported 2,274 stock positions worth $19.1 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by Microsoft (MSFT, 3.4%) and iShares Core S&P 500 ETF (IVV, 2.8%). Compared with Q3 2025, it opened 252 new positions, sold out of 93, added to 1,418 and reduced 562. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +161%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0000107136
- Portfolio Value
- $19.1B (Q4 2025)
- SEC Filing
- 0001214659-26-001828 ↗ filed Feb 17, 2026
Holdings Value
Holdings 2,274 stocks · $19.1B
| AAPL Apple Inc. | 3.77% | 2,651,448 | $720.9M | Add +21.6% |
| MSFT Microsoft Corp. | 3.35% | 1,324,960 | $640.9M | Add +21.3% |
| IVV iShares Core S&P 500 ETF | 2.78% | 774,856 | $531.0M | Add +7.7% |
| IJH iShares Core S&P Midcap ETF | 2.42% | 6,993,740 | $463.0M | Add +7.0% |
| NVDA Nvidia Corp. | 2.42% | 2,477,592 | $462.1M | Add +29.1% |
| AGG iShares Core U.S. Aggregate | 1.81% | 3,444,118 | $346.4M | Add +10.1% |
| DFAI Dimensional International Co. | 1.66% | 8,363,568 | $316.7M | Add +3.9% |
| AVGO Broadcom Inc. | 1.56% | 861,231 | $298.2M | Add +14.4% |
| JPM JPMorgan Chase & Co. | 1.54% | 913,996 | $294.5M | Add +21.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.47% | 3,135,764 | $280.3M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 1.40% | 856,960 | $268.2M | Add +28.9% |
| AMZN Amazon.com Inc. | 1.38% | 1,140,967 | $263.4M | Add +30.9% |
| VOO Vanguard S&P 500 ETF | 1.00% | 304,035 | $191.1M | Add +80.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.99% | 278,473 | $189.3M | Add +161.2% |
| LLY Eli Lilly & Co. | 0.90% | 160,586 | $172.6M | Add +30.3% |
| META Meta Platforms Inc. Class A | 0.89% | 258,906 | $170.9M | Add +16.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.86% | 3,410,407 | $165.1M | Add +19.1% |
| JNJ Johnson & Johnson | 0.83% | 763,694 | $158.1M | Add +15.1% |
| WMT Walmart Inc. | 0.79% | 1,350,705 | $150.4M | Add +15.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.77% | 300,632 | $146.7M | Add +26.9% |
| V Visa Inc. Class A | 0.68% | 371,589 | $130.3M | Add +28.1% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 575,385 | $127.5M | Add +9.8% |
| QUAL iShares MSCI USA Quality Fac | 0.63% | 609,636 | $121.1M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 0.63% | 384,995 | $120.8M | Add +22.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 207,243 | $104.2M | Add +15.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.54% | 2,379,691 | $103.8M | Add +48.0% |
| TSLA Tesla Inc. | 0.52% | 219,870 | $98.9M | Add +53.4% |
| CGCP Cap Group Core Plus Income | 0.51% | 4,297,725 | $97.4M | Add +31.0% |
| COST Costco Wholesale Corp. | 0.51% | 113,002 | $97.4M | Add +13.8% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 807,702 | $97.1M | Add +6.6% |
| GS Goldman Sachs Group Inc. | 0.49% | 106,269 | $93.4M | Add +50.3% |
| CGGR Cap Group Growth Equity | 0.48% | 2,071,713 | $92.3M | Add +36.1% |
| MCD McDonald's Corp. | 0.48% | 301,098 | $92.0M | Add +10.5% |
| AMGN Amgen Inc. | 0.48% | 279,569 | $91.6M | Add +14.1% |
| BSV Vanguard Short-Term Bond ETF | 0.47% | 1,150,988 | $90.7M | Add +21.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 466,133 | $89.1M | Add +9.6% |
| BLK BlackRock Inc. | 0.46% | 82,802 | $88.6M | Add +8.8% |
| ABBV Abbvie Inc. | 0.46% | 382,480 | $87.4M | Add +24.8% |
| XOM Exxon Mobil Corp. | 0.45% | 718,874 | $86.5M | Add +35.3% |
| HD Home Depot Inc. | 0.44% | 242,882 | $83.5M | Add +22.7% |
| CSCO Cisco Systems Inc. | 0.43% | 1,074,321 | $82.7M | Add +11.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 134,062 | $82.4M | Add +34.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 243,688 | $81.7M | Add +104.4% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 455,256 | $81.1M | Add +22.4% |
| CVX Chevron Corp. | 0.41% | 520,512 | $79.3M | Add +8.4% |
| PG The Procter & Gamble Co. | 0.39% | 524,020 | $75.1M | Add +7.3% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 1,181,652 | $74.0M | Add +42.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 253,708 | $73.8M | Add +13.8% |
| ADP Automatic Data Processing | 0.38% | 284,299 | $73.0M | Add +7.7% |
| ABT Abbott Laboratories | 0.38% | 581,695 | $72.8M | Add +9.5% |
| LOW Lowe's Cos Inc. | 0.37% | 291,820 | $70.3M | Add +4.5% |
| CEG Constellation Energy | 0.36% | 195,105 | $68.9M | Add +44.8% |
| EVIM Eaton Vance Int Muni Income | 0.35% | 1,272,793 | $67.6M | Add +12.3% |
| NEE Nextera Energy Inc. | 0.35% | 832,057 | $66.8M | Add +10.9% |
| PNC PNC Financial Services Group | 0.35% | 318,508 | $66.5M | Add +10.9% |
| AFL Aflac Inc. | 0.34% | 585,417 | $64.6M | Add +4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 216,937 | $64.3M | Add +31.7% |
| AVLV Avantis US Large Cap Value | 0.33% | 842,326 | $63.9M | Add +8.2% |
| PEP Pepsico Inc. | 0.33% | 437,511 | $62.8M | Add +7.4% |
| VZ Verizon Communications Inc. | 0.33% | 1,540,437 | $62.7M | Add +15.4% |
| IEMG iShares Core MSCI Emerging | 0.32% | 913,852 | $61.5M | Add +11.8% |
| GD General Dynamics Corp. | 0.32% | 182,338 | $61.4M | Add +8.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.32% | 1,300,226 | $60.6M | Add +4.7% |
| CB Chubb Ltd. | 0.31% | 188,417 | $58.8M | Add +11.6% |
| XLK SS Technology Select Sector | 0.31% | 406,800 | $58.6M | Add +12.2% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 303,269 | $58.2M | Add +49.3% |
| ADI Analog Devices Inc. | 0.30% | 212,621 | $57.7M | Add +20.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.30% | 1,130,682 | $57.1M | Add +17.9% |
| CAT Caterpillar Inc. | 0.30% | 99,386 | $57.0M | Add +19.9% |
| ACN Accenture PLC Class A | 0.30% | 211,355 | $56.6M | Add +5.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.29% | 1,589,634 | $54.9M | Add +14.7% |
| GLD SPDR Gold Shares | 0.28% | 136,072 | $53.9M | Add +8.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 349,137 | $53.6M | Add +12.1% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 359,434 | $53.4M | Add +17.9% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 431,836 | $53.3M | Add +7.7% |
| MRK Merck & Co. Inc. | 0.28% | 503,900 | $53.0M | Add +7.1% |
| ORCL Oracle Corp. | 0.28% | 270,721 | $52.7M | Add +16.1% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 975,588 | $52.5M | Add +29.8% |
| MU Micron Technology Inc. | 0.27% | 179,683 | $51.3M | Add +11.0% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 587,634 | $49.2M | Add +2.6% |
| QCOM Qualcomm Inc. | 0.25% | 280,598 | $48.0M | Add +13.2% |
| ETN Eaton Corp. PLC | 0.25% | 147,013 | $47.8M | Add +23.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.25% | 1,178,567 | $47.4M | Add +116.5% |
| AVDE Avantis International Equity | 0.24% | 558,992 | $46.0M | Add +27.3% |
| RTX RTX Corp. | 0.24% | 246,311 | $45.2M | Add +10.4% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 146,443 | $45.2M | Add +17.9% |
| MA Mastercard Inc. Class A | 0.24% | 78,994 | $45.1M | Add +10.5% |
| PAYX Paychex Inc. | 0.23% | 388,940 | $43.5M | Add +5.2% |
| GILD Gilead Sciences Inc. | 0.23% | 352,784 | $43.3M | Add +16.3% |
| MDT Medtronic PLC | 0.23% | 449,087 | $43.2M | Add +13.1% |
| LIN Linde PLC | 0.22% | 100,748 | $42.9M | Add +8.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.22% | 466,920 | $42.7M | Add +7.6% |
| LHX L3HARRIS Technologies Inc. | 0.22% | 143,327 | $42.1M | Add +8.8% |
| BND Vanguard Total Bond Market | 0.22% | 558,741 | $41.8M | Add +8.9% |
| EMR Emerson Electric Co. | 0.21% | 309,493 | $41.1M | Add +10.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.21% | 1,388,534 | $41.0M | Add +3.3% |
| AMAT Applied Materials Inc. | 0.21% | 156,043 | $40.1M | Add +12.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.21% | 415,866 | $40.1M | Add +0.3% |
| EOG EOG Resources Inc. | 0.21% | 374,403 | $39.2M | Add +67.0% |
| LMT Lockheed Martin Corp. | 0.21% | 81,047 | $39.2M | Add +37.9% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $4.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 1,147 | $1.4M | Add +91.2% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 876 | $1.1M | Add +13.5% |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 4,050 | $309K | New |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,254 | $291K | Reduce -1.2% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 3,941 | $290K | Reduce -4.7% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 3,839 | $256K | No change |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 4,251 | $250K | New |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 4,181 | $217K | Reduce -2.8% |
Total filed on the 13F, all lines: $19.1B.
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -4.1% | 0.63% | −0.16 |
| IWB iShares Russell 1000 ETF | Reduce -39.8% | 0.09% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -31.9% | 0.06% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.9% | 0.19% | −0.05 |
| NKE Nike Inc. Class B | Reduce -18.9% | 0.07% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -38.3% | 0.04% | −0.04 |
| FIXD First Trust Smith Opportunis | Reduce -1.8% | 0.16% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -14.2% | 0.08% | −0.04 |
| USHY iShares Broad Usd High Yield | Reduce -7.3% | 0.13% | −0.04 |
| SBUX Starbucks Corp. | Reduce -0.8% | 0.15% | −0.04 |
| NOW ServiceNow Inc. | Reduce -1.8% | 0.07% | −0.04 |
| ZTS Zoetis Inc. | Reduce -6.1% | 0.06% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.1% | 0.15% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -11.7% | 0.08% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.6% | 0.07% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.0% | 0.14% | −0.03 |
| SPGI S&P Global Inc. | Reduce -2.8% | 0.16% | −0.03 |
| PFE Pfizer Inc. | Reduce -3.9% | 0.09% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -16.9% | 0.05% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.1% | 0.12% | −0.02 |
| GPC Genuine Parts Co. | Reduce -34.9% | 0.02% | −0.02 |
| CLX Clorox Company | Reduce -58.3% | 0.01% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -18.9% | 0.05% | −0.02 |
| EME Emcor Group Inc. | Reduce -8.0% | 0.05% | −0.02 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.3% | 0.08% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.3% | 0.08% | −0.02 |
| ADBE Adobe Inc. | Reduce -4.0% | 0.06% | −0.02 |
| NET Cloudflare Inc. Class A | Reduce -14.9% | 0.03% | −0.02 |
| CDC Victoryshares US Eq Income E | Reduce -90.8% | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -7.6% | 0.01% | −0.02 |
| EMB iShares JP Morgan Usd Emergi | Reduce -9.0% | 0.05% | −0.02 |
| CTAS Cintas Corp. | Reduce -1.4% | 0.04% | −0.02 |
| TSCO Tractor Supply Company | Reduce -1.4% | 0.04% | −0.01 |
| FDS Factset Research Systems Inc. | Reduce -13.1% | 0.04% | −0.01 |
| DPZ Domino's Pizza Inc. | Reduce -12.6% | 0.03% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -16.9% | 0.03% | −0.01 |
| PSC Principal US Small-Cap ETF | Reduce -1.5% | 0.06% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -18.8% | 0.03% | −0.01 |
| WSO Watsco Inc. | Reduce -8.9% | 0.02% | −0.01 |
| VIS Vanguard Industrials ETF | Reduce -44.3% | 0.01% | −0.01 |
| PDBC Invesco Optimum Yield Divers | Reduce -16.1% | 0.03% | −0.01 |
| SPHY SS SPDR P High Yield ETF | Reduce -8.4% | 0.04% | −0.01 |
| OUSA Alps Oshares US Quality Divi | Reduce -14.2% | 0.03% | −0.01 |
| AZO AutoZone Inc. | Reduce -8.3% | 0.02% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -4.3% | 0.02% | −0.01 |
| UCON First Trust Smith Unconstrai | Reduce -0.5% | 0.05% | −0.01 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -0.3% | 0.05% | −0.01 |
| OKTA Okta Inc. | Reduce -61.6% | 0.00% | −0.01 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -3.3% | 0.04% | −0.01 |
| AXON Axon Enterprise Inc. | Reduce -2.9% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +161.2% | 0.99% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +28.9% | 1.40% | +0.38 |
| VOO Vanguard S&P 500 ETF | Add +80.1% | 1.00% | +0.33 |
| LLY Eli Lilly & Co. | Add +30.3% | 0.90% | +0.30 |
| AAPL Apple Inc. | Add +21.6% | 3.77% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +104.4% | 0.43% | +0.18 |
| NVDA Nvidia Corp. | Add +29.1% | 2.42% | +0.15 |
| AMZN Amazon.com Inc. | Add +30.9% | 1.38% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +22.2% | 0.63% | +0.14 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +971.5% | 0.15% | +0.14 |
| GS Goldman Sachs Group Inc. | Add +50.3% | 0.49% | +0.13 |
| NXT Nextpower Inc. | Add +4406.4% | 0.12% | +0.12 |
| CGUS Cap Group Core Equity | Add +116.5% | 0.25% | +0.11 |
| CGDV Cap Group Dividend Value | Add +48.0% | 0.54% | +0.11 |
| TSLA Tesla Inc. | Add +53.4% | 0.52% | +0.11 |
| VGT Vanguard Info Tech ETF | Add +209.4% | 0.17% | +0.10 |
| MU Micron Technology Inc. | Add +11.0% | 0.27% | +0.09 |
| BA The Boeing Co. | Add +181.1% | 0.15% | +0.09 |
| ONON On Holding AG Class A | Add +6416.2% | 0.09% | +0.08 |
| CEG Constellation Energy | Add +44.8% | 0.36% | +0.08 |
| CRM Salesforce Inc. | Add +73.6% | 0.20% | +0.07 |
| XOM Exxon Mobil Corp. | Add +35.3% | 0.45% | +0.07 |
| USFR Wisdomtree Floating Rate Tre | Add +205.4% | 0.11% | +0.07 |
| EMEQ Nomura Focused Emerging Mark | New | 0.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +526.1% | 0.08% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +42.1% | 0.39% | +0.07 |
| CTA Simplify Managed Futures St | Add +4691.0% | 0.07% | +0.07 |
| SCHB Schwab US Broad Market ETF | Add +540.9% | 0.08% | +0.06 |
| IYF iShares US Financials ETF | Add +1895.9% | 0.07% | +0.06 |
| CAT Caterpillar Inc. | Add +19.9% | 0.30% | +0.06 |
| FXU First Trust Utilities Alphad | New | 0.06% | +0.06 |
| MISL First Trust Indxx Aero & Def | New | 0.06% | +0.06 |
| CGBL Cap Group Core Balanced | Add +121.7% | 0.13% | +0.06 |
| FTXL First Trust Nasdaq Semicondu | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +49.3% | 0.30% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +115.3% | 0.13% | +0.06 |
| TCHP T Rowe Price Blue Chip Growt | Add +1126.7% | 0.06% | +0.06 |
| CGGR Cap Group Growth Equity | Add +36.1% | 0.48% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +76.6% | 0.16% | +0.05 |
| FDN First Trust DJ Internet Ind | Add +397.8% | 0.07% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +34.7% | 0.43% | +0.05 |
| V Visa Inc. Class A | Add +28.1% | 0.68% | +0.05 |
| LMT Lockheed Martin Corp. | Add +37.9% | 0.21% | +0.05 |
| EOG EOG Resources Inc. | Add +67.0% | 0.21% | +0.04 |
| CGGE Cap Group Global Eq | Add +102.3% | 0.11% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +74.2% | 0.19% | +0.04 |
| LNC Lincoln National Corp. | New | 0.04% | +0.04 |
| FTSM First Trust Enh Short Mat FD | Add +60.2% | 0.18% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +26.9% | 0.77% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +268.9% | 0.06% | +0.04 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +91.2% | 1,147 | $1.4M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +13.5% | 876 | $1.1M |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 4,050 | $309K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -1.2% | 4,254 | $291K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -4.7% | 3,941 | $290K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 4,251 | $250K |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | Sold out | 4,822 | $240Kbefore exit |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Reduce -2.8% | 4,181 | $217K |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Sold out | 40,001 | $3Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,497 | $24.4B | AAPL, IVV, IJH, NVDA, MSFT |
| Q1 2026 | 2,384 | $20.2B | AAPL, IVV, IJH, MSFT, NVDA |
| Q4 2025 | 2,274 | $19.1B | AAPL, MSFT, IVV, IJH, NVDA |
| Q3 2025 | 2,112 | $15.6B | MSFT, AAPL, IVV, IJH, NVDA |
| Q2 2025 | 1,986 | $13.0B | MSFT, AAPL, IVV, IJH, AGG |
| Q1 2025 | 1,749 | $9.4B | AAPL, IVV, MSFT, IJH, AGG |
| Q4 2024 | 1,638 | $8.3B | AAPL, MSFT, IVV, IJH, AGG |
| Q3 2024 | 1,386 | $5.2B | AAPL, MSFT, IVV, IJH, AGG |
| Q2 2024 | 913 | $2.3B | AAPL, MSFT, IVV, IJH, NVDA |
| Q1 2024 | 491 | $725.8M | VV, AAPL, IJH, IJR, IVV |