In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 20, 2026), Leona M. & Harry B. Helmsley Charitable Trust reported 2 stock positions worth $233.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 82.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 17.1%). Compared with Q2 2026, it added to 1 and reduced 1. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +277%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −7%).
Q3 2026 is still being filed. 2,249 of about 8,785 managers have filed so far (deadline Nov 16, 2026; latest filing received Oct 22, 2026); totals will change.