§ 13F · FUND PROFILE
CARY STREET PARTNERS INVESTMENT ADVISORY LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $206.6T (13F)Positions · 2961Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 54K | $5.7T | 1.6% | +2% |
| 2 | SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 58K | $4.7T | 1.3% | — |
| 3 | XLK | Technology Select Sector SPDR Fund | 31K | $4.5T | 1.2% | — |
| 4 | VTV | VANGUARD VALUE ETF | 23K | $4.5T | 1.2% | — |
| 5 | XLF | Financial Select Sector SPDR Fund | 75K | $4.1T | 1.1% | — |
| 6 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 71K | $4.0T | 1.1% | +5% |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | 53K | $3.8T | 1.0% | +520% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | 5K | $3.7T | 1.0% | — |
| 9 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 48K | $3.5T | 0.9% | — |
| 10 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 28K | $3.3T | 0.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARY SIGNAL
AC read
CARY STREET PARTNERS INVESTMENT ADVISORY LLC is a Other fund managing $206645.5 trillion in assets. The fund runs a massive portfolio of 2,961 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed