account_balance
Investment manager · 13F filer · SEC CIK 1470876
Freestone Capital Holdings, LLC
Reported value$3.8Bas of Sep 30, 2026
Positions533 45 new, 96 sold out
Top 10 weight47.0%IVV alone is 15%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.7%
VEAVanguard Tax-managed FDS
5.5%
MSFTMicrosoft Corp
5.1%Trimmed −21%
AAPLApple Inc
4.1%Trimmed −13%
NVDANvidia Corporation
4.0%Trimmed −14%
VWOVanguard Intl Equity Index F
2.9%Added +3%
BSVVanguard Bd Index FDS
2.8%Added +4%
SPYState STR SPDR S&P 500 ETF T
2.8%Trimmed −10%
AGGiShares Tr
2.8%Added +4%
GOOGLAlphabet Inc
2.3%
AMZNAmazon Com Inc
2.2%Trimmed −26%
VOO1.6%
IVViShares Tr
14.7%
VEA5.5%
MSFT5.1%AAPL4.1%NVDA4.0%VWO2.9%
BSV2.8%
SPY2.8%AGG2.8%
GOOGL2.3%AMZN2.2%VOO1.6%
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
IVV iShares Tr 14.7% Held
VEA Vanguard Tax-managed FDS 5.5% Held
MSFT Microsoft Corp 5.1% Trimmed −21%AAPL Apple Inc 4.1% Trimmed −13%NVDA Nvidia Corporation 4.0% Trimmed −14%VWO Vanguard Intl Equity Index F 2.9% Added +3%
BSV Vanguard Bd Index FDS 2.8% Added +4%
SPY State STR SPDR S&P 500 ETF T 2.8% Trimmed −10%AGG iShares Tr 2.8% Added +4%
GOOGL Alphabet Inc 2.3% HeldAMZN Amazon Com Inc 2.2% Trimmed −26%VOO Vanguard Index FDS 1.6% Trimmed −15%
What changed