account_balance
Investment manager · 13F filer · SEC CIK 22657
Lowe Brockenbrough & CO INC
Reported value$2.25Bas of Jun 30, 2026
Positions341 23 new, 11 sold out
Top 10 weight35%IVV alone is 8%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
Ishares Tr
8.5%
ACWI
Ishares Tr
3.8%Trimmed
AAPL
Apple INC
3.5%
IXUS
Ishares Tr
3.2%Added
VEA
Vanguard Tax-managed Fds
3.0%Added
AGG
Ishares Tr
3.0%Added
SCHG
Schwab Strategic Tr
2.6%Added
MSFT
Microsoft Corp
2.6%Added
GOOG
Alphabet INC
2.4%Trimmed
IJH
Ishares Tr
2.3%Added
331 others
65.1%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed