account_balance
Investment manager · 13F filer · SEC CIK 70858
Bank of America Corp
Reported value$1.55Tas of Jun 30, 2026
Positions5,665 273 new, 297 sold out
Top 10 weight18.0%NVDA alone is 3%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
2.5%Added +2%
AAPLApple Inc
2.4%Added +6%
VTVVanguard Index FDS
1.9%Added +2%
VUGVanguard Index FDS
1.9%Added +512%
MSFTMicrosoft Corp
1.8%Added +4%
GOOGLAlphabet Inc
1.7%Added +5%
AVGOBroadcom Inc
1.5%Added +5%
SPYState STR SPDR S&P 500 ETF T
1.5%Trimmed −5%
JPMJPMorgan Chase & Co
1.5%Added +6%
AMZNAmazon Com Inc
1.4%Added +11%
IEFAiShares Tr
1.3%
VOOVanguard Index FDS
1.2%
NVDANvidia Corporation
2.5%Added +2%
AAPL2.4%VTV1.9%
VUGVanguard Index FDS
1.9%Added +512%
MSFTMicrosoft Corp
1.8%Added +4%
GOOGLAlphabet Inc
1.7%Added +5%
AVGO1.5%SPY1.5%JPM1.5%AMZN1.4%IEFA1.3%
VOO1.2%
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
NVDA Nvidia Corporation 2.5% Added +2%AAPL Apple Inc 2.4% Added +6%
VTV Vanguard Index FDS 1.9% Added +2%
VUG Vanguard Index FDS 1.9% Added +512%
MSFT Microsoft Corp 1.8% Added +4%GOOGL Alphabet Inc 1.7% Added +5%AVGO Broadcom Inc 1.5% Added +5%SPY State STR SPDR S&P 500 ETF T 1.5% Trimmed −5%JPM JPMorgan Chase & Co 1.5% Added +6%AMZN Amazon Com Inc 1.4% Added +11%IEFA iShares Tr 1.3% Held
VOO Vanguard Index FDS 1.2% Held
What changed