§ 13F · FUND PROFILE
CARY STREET PARTNERS FINANCIAL LLC.
AUM · $4.6B (13F)Positions · 1445Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$169M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 457K | $132M | 2.9% | +2% |
| 2 | VTV | VANGUARD VALUE ETF | 421K | $92M | 2.0% | −1% |
| 3 | MSFT | MICROSOFT CORP COM | 191K | $71M | 1.6% | +3% |
| 4 | VUG | VANGUARD GROWTH ETF | 846K | $71M | 1.6% | +451% |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 200K | $71M | 1.5% | −2% |
| 6 | TACK | Fairlead Tactical Sector ETF | 2.04M | $65M | 1.4% | −2% |
| 7 | GOOGL | ALPHABET INC CAP STK CL A | 155K | $55M | 1.2% | +1% |
| 8 | VTV | VANGUARD VALUE ETF | 229K | $50M | 1.1% | — |
| 9 | AMZN | AMAZON COM INC COM | 209K | $50M | 1.1% | +1% |
| 10 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 128K | $47M | 1.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARY SIGNAL
AC read
CARY STREET PARTNERS FINANCIAL LLC is a Other fund managing $4.6 billion in assets. The fund runs a massive portfolio of 1,445 positions.
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