§ 13F · FUND PROFILE
MEANS INVESTMENT CO., INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1055.6T (13F)Positions · 195Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.1T 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 336K | $210.5T | 17.7% | +7% |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 1.27M | $93.3T | 7.9% | +3% |
| 3 | XLG | INVESCO EXCHANGE TRADED FD T | 1.46M | $86.8T | 7.3% | +5% |
| 4 | AAPL | APPLE INC | 299K | $81.2T | 6.8% | −2% |
| 5 | MSFT | MICROSOFT CORP | 102K | $49.2T | 4.1% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 263K | $49.0T | 4.1% | +1% |
| 7 | AMZN | AMAZON COM INC | 190K | $43.8T | 3.7% | ±0% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 397K | $40.4T | 3.4% | +2% |
| 9 | MGK | VANGUARD WORLD FD | 97K | $39.9T | 3.4% | −2% |
| 10 | IMCB | ISHARES TR | 428K | $35.4T | 3.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEANS SIGNAL
AC read
MEANS INVESTMENT CO., INC. is a Other fund managing $1055560.9 trillion in assets. The fund runs a portfolio of 195 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