account_balance
Investment manager · 13F filer · SEC CIK 701059
MML Investors Services, LLC
Reported value$32.8Bas of Sep 30, 2026
Positions2,910 114 new, 458 sold out
Top 10 weight18.1%IVV alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.2%Trimmed −36%
NVDANVIDIA Corporation
2.2%Trimmed −29%
AAPLApple Inc
2.1%Trimmed −32%
MSFTMicrosoft Corp
1.7%Trimmed −34%
VEAVanguard Tax-Managed FDS
1.5%Trimmed −23%
VOOVanguard Index FDS
1.4%Trimmed −24%
QQQInvesco QQQ Tr
1.3%Trimmed −35%
AMZNAmazon.com Inc
1.3%Trimmed −30%
DYNFBlackRock ETF Trust
1.2%Trimmed −38%
GOOGLAlphabet Inc
1.1%Trimmed −30%
IEFAiShares Tr
1.0%Trimmed −24%
IUSBiShares Tr
1.0%Trimmed −32%
IVViShares Tr
4.2%Trimmed −36%
VEA1.5%
VOO1.4%
QQQ1.3%
AMZN1.3%DYNF1.2%
GOOGLIEFA
IUSB
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 4.2% Trimmed −36%
NVDA NVIDIA Corporation 2.2% Trimmed −29%AAPL Apple Inc 2.1% Trimmed −32%MSFT Microsoft Corp 1.7% Trimmed −34%VEA Vanguard Tax-Managed FDS 1.5% Trimmed −23%
VOO Vanguard Index FDS 1.4% Trimmed −24%
QQQ Invesco QQQ Tr 1.3% Trimmed −35%
AMZN Amazon.com Inc 1.3% Trimmed −30%DYNF BlackRock ETF Trust 1.2% Trimmed −38%
GOOGL Alphabet Inc 1.1% Trimmed −30%IEFA iShares Tr 1.0% Trimmed −24%
IUSB iShares Tr 1.0% Trimmed −32%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- MBBA $9.74M
- SKHY $8.23M
- FMUB $3.48M
- KMLM $2.23M
arrow_upwardAdded
- ACWX +277%
- BFLX +68%
- CORO +26%
arrow_downwardTrimmed
- IEMG −52%
- BAI −51%
- EFG −49%
- IDEF −49%
remove_circleSold out
- CTAP $7.26M
- AIS $7.01M
- SCHJ $6.73M
- BKIE $5M