account_balance
Investment manager · 13F filer · SEC CIK 1015247
Courier Capital LLC
Reported value$2Bas of Jun 30, 2026
Positions399 23 new, 9 sold out
Top 10 weight31.1%IVW alone is 6%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVWiShares Tr
6.3%Trimmed −5%
IVViShares Tr
4.4%
AAPLApple Inc
3.6%
IVEiShares Tr
3.4%
SPYGSPDR Series Trust
3.3%
IJHiShares Tr
2.7%Added +8%
SPYVSPDR Series Trust
2.6%Added +8%
IJJiShares Tr
1.7%
IJRiShares Tr
1.7%Added +6%
EFAiShares Tr
1.6%Added +2%
VTVVanguard Index FDS
1.5%
IJKiShares Tr
1.5%
IVWiShares Tr
6.3%Trimmed −5%
IVViShares Tr
4.4%
AAPLApple Inc
3.6%
IVEiShares Tr
3.4%
SPYGSPDR Series Trust
3.3%
IJH2.7%
SPYV2.6%
IJJ1.7%
IJR1.7%
EFA1.6%
VTV1.5%
IJK1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVW iShares Tr 6.3% Trimmed −5%
IVV iShares Tr 4.4% Held
AAPL Apple Inc 3.6% HeldIVE iShares Tr 3.4% Held
SPYG SPDR Series Trust 3.3% Held
IJH iShares Tr 2.7% Added +8%
SPYV SPDR Series Trust 2.6% Added +8%
IJJ iShares Tr 1.7% Held
IJR iShares Tr 1.7% Added +6%
EFA iShares Tr 1.6% Added +2%
VTV Vanguard Index FDS 1.5% Held
IJK iShares Tr 1.5% Held
What changed