§ 13F · FUND PROFILE
HOWE & RUSLING INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1353.7T (13F)Positions · 523Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.2T 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 185K | $62.1T | 4.1% | +3% |
| 2 | JPM | JPMORGAN CHASE & CO. | 187K | $60.2T | 4.0% | +2% |
| 3 | AVGO | BROADCOM INC | 170K | $58.7T | 3.9% | −6% |
| 4 | IVV | ISHARES TR | 81K | $55.6T | 3.7% | +3% |
| 5 | IUSG | ISHARES TR | 323K | $54.2T | 3.6% | +3% |
| 6 | AAPL | APPLE INC | 168K | $45.5T | 3.0% | +7% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 532K | $44.6T | 2.9% | — |
| 8 | MSFT | MICROSOFT CORP | 83K | $40.1T | 2.7% | +1% |
| 9 | GVI | ISHARES TR | 373K | $40.1T | 2.7% | +4% |
| 10 | IUSV | ISHARES TR | 349K | $35.8T | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOWE SIGNAL
AC read
HOWE & RUSLING INC is a Other fund managing $1353672.9 trillion in assets. The fund runs a broad portfolio of 523 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 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