§ 13F · FUND PROFILE
HOWE & RUSLING INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.5B (13F)Positions · 505Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 192K | $62M | 4.0% | +4% |
| 2 | JPM | JPMORGAN CHASE & CO | 186K | $55M | 3.6% | ±0% |
| 3 | IUSG | ISHARES TR | 339K | $53M | 3.4% | +5% |
| 4 | IVV | ISHARES TR | 80K | $52M | 3.4% | −1% |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 623K | $52M | 3.4% | +17% |
| 6 | AVGO | BROADCOM INC | 162K | $50M | 3.3% | −5% |
| 7 | AAPL | APPLE INC | 167K | $42M | 2.8% | −1% |
| 8 | GVI | ISHARES TR | 394K | $42M | 2.7% | +6% |
| 9 | XOM | EXXON MOBIL CORP | 235K | $40M | 2.6% | +1% |
| 10 | IUSV | ISHARES TR | 359K | $37M | 2.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWE SIGNAL
AC read
HOWE & RUSLING INC is a Other fund managing $1.5 billion in assets. The fund runs a broad portfolio of 505 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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