account_balance
Investment manager · 13F filer · SEC CIK 720005
Raymond James Financial Inc
Reported value$375Bas of Sep 30, 2026
Positions5,327 289 new, 223 sold out
Top 10 weight22.9%VOO alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
5.9%
AAPLApple Inc
2.8%Added +3%
MSFTMicrosoft Corp
2.6%Added +3%
AGGiShares Tr
2.4%Added +4%
NVDANvidia Corporation
2.3%Added +7%
AVGOBroadcom Inc
1.6%
AMZNAmazon Com Inc
1.5%Added +4%
JPMJPMorgan Chase & Co
1.3%
IEFAiShares Tr
1.2%Added +5%
GOOGLAlphabet Inc
1.2%
IVViShares Tr
1.0%Added +5%
SPYState STR SPDR S&P 500 ETF T
1.0%Added +3%
VOOVanguard Index FDS
5.9%
AGG2.4%
NVDANvidia Corporation
2.3%Added +7%
AVGO1.6%AMZN1.5%JPM1.3%IEFA1.2%
GOOGL1.2%IVV1.0%
SPY1.0%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
VOO Vanguard Index FDS 5.9% Held
AAPL Apple Inc 2.8% Added +3%MSFT Microsoft Corp 2.6% Added +3%AGG iShares Tr 2.4% Added +4%
NVDA Nvidia Corporation 2.3% Added +7%AVGO Broadcom Inc 1.6% HeldAMZN Amazon Com Inc 1.5% Added +4%JPM JPMorgan Chase & Co 1.3% HeldIEFA iShares Tr 1.2% Added +5%
GOOGL Alphabet Inc 1.2% HeldIVV iShares Tr 1.0% Added +5%
SPY State STR SPDR S&P 500 ETF T 1.0% Added +3%What changed