§ 13F · FUND PROFILE
HOWE & RUSLING INC.
AUM · $1.7B (13F)Positions · 531Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$42M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 208K | $77M | 4.5% | +8% |
| 2 | IVV | ISHARES TR | 86K | $64M | 3.7% | +7% |
| 3 | IUSG | ISHARES TR | 340K | $64M | 3.7% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 190K | $62M | 3.6% | +2% |
| 5 | AVGO | BROADCOM INC | 161K | $61M | 3.5% | ±0% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 659K | $54M | 3.2% | +6% |
| 7 | AAPL | APPLE INC | 168K | $48M | 2.8% | +1% |
| 8 | IUSV | ISHARES TR | 417K | $46M | 2.7% | +16% |
| 9 | GVI | ISHARES TR | 412K | $44M | 2.5% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 184K | $37M | 2.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWE SIGNAL
AC read
HOWE & RUSLING INC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 531 positions.
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