CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1766904
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13F Reported Value
ⓘ$494.2M
Holdings
758
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CARY STREET PARTNERS INVESTMENT ADVISORY LLC disclosed 758 positions worth $494.2M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.1% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 97 new positions and exited 27. The portfolio is most concentrated in Other (47.4% of disclosed assets). All figures are sourced directly from CARY STREET PARTNERS INVESTMENT ADVISORY LLC’s Form 13F-HR filing with the SEC under CIK 1766904.
AI Fund Analysis
Concentrating
$AAPL3.1% weight
Held 10 quarters
$NVDA2.4% weight
Held 10 quarters
$MSFT2.0% weight
Held 10 quarters
VANGUARD VALUE ETF - ETF
1.9% weight
Held 10 quarters
VANGUARD FTSE ALL-WORLD EX
1.8% weight
Held 10 quarters
$AAPL6 quarters accumulating
$NVDA6 quarters accumulating
$MSFT6 quarters accumulating
$GOOG6 quarters accumulating
$GOOG6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$15.4M53,288 sh - 85.9#5
Quality
$12.1M60,300 sh - 79.8#31
Quality
$10.1M26,972 sh VANGUARD VALUE ETF - ETF
—Quality
$9.2M42,025 shVANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF
—Quality
$9.0M107,023 sh- 78.2
Quality
$8.4M23,890 sh STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF
—Quality
$8.2M92,767 shISHARES CORE S&P 500 ETF - ETF
—Quality
$7.1M9,431 shTechnology Select Sector SPDR Fund - ETF
—Quality
$6.9M36,102 sh- 84.5
Quality
$6.7M17,684 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $15.4M | 53,288 |
| NVIDIA CORP$NVDA | 85.9#5 | $12.1M | 60,300 |
| MICROSOFT CORP$MSFT | 79.8#31 | $10.1M | 26,972 |
| VANGUARD VALUE ETF - ETF | — | $9.2M | 42,025 |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | — | $9.0M | 107,023 |
 Alphabet Inc.$GOOGL | 78.2 | $8.4M | 23,890 |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | — | $8.2M | 92,767 |
| ISHARES CORE S&P 500 ETF - ETF | — | $7.1M | 9,431 |
| Technology Select Sector SPDR Fund - ETF | — | $6.9M | 36,102 |
 Broadcom Inc.$AVGO | 84.5 | $6.7M | 17,684 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CARY STREET PARTNERS INVESTMENT ADVISORY LLC's 758 positions.
Showing top 10 of 758 holdings.
Sector Allocation
Other
$234.4M
Technology
$104.9M
Financials
$38.5M
Energy
$24.3M
Industrials
$23.4M
Consumer Discretionary
$21.8M
Healthcare
$19.1M
Consumer Staples
$9.0M
Top Holdings — CARY STREET PARTNERS INVESTMENT ADVISORY LLC (Q2 2026)
Top 150 of 758 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $15.4M | 3.1% | +8% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $12.1M | 2.4% | +10% | 85.9 |
| 3 | $MSFT | MICROSOFT CORP | $10.1M | 2.0% | +10% | 79.8 |
| 4 | — | VANGUARD VALUE ETF - ETF | $9.2M | 1.9% | +38% | — |
| 5 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $9.0M | 1.8% | +120% | — |
| 6 | $GOOGL | Alphabet Inc. | $8.4M | 1.7% | +24% | 78.2 |
| 7 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $8.2M | 1.6% | +37% | — |
| 8 | — | ISHARES CORE S&P 500 ETF - ETF | $7.1M | 1.4% | +46% | — |
| 9 | — | Technology Select Sector SPDR Fund - ETF | $6.9M | 1.4% | -6% | — |
| 10 | $AVGO | Broadcom Inc. | $6.7M | 1.4% | +26% | 84.5 |
| 11 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $6.6M | 1.4% | +40% | — |
| 12 | $GOOG | Alphabet Inc. | $6.5M | 1.3% | +9% | 78.2 |
| 13 |  $AMZN | AMAZON COM INC | $6.4M | 1.3% | +14% | 68.7 |
| 14 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $6.0M | 1.2% | +29% | — |
| 15 | — | VANGUARD MID-CAP VALUE ETF - ETF | $5.8M | 1.2% | +45% | — |
| 16 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $5.4M | 1.1% | -7% | — |
| 17 | — | JPMORGAN ACTIVE GROWTH ETF - ETF | $5.4M | 1.1% | +25% | — |
| 18 | — | TCW FLEXIBLE INCOME ETF - ETF | $5.1M | 1.0% | +68% | — |
| 19 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $5.1M | 1.0% | +64% | — |
| 20 | — | VANGUARD GROWTH ETF - ETF | $4.6M | 0.9% | +698% | — |
| 21 | — | ISHARES CORE MSCI EUROPE ETF - ETF | $4.5M | 0.9% | +17% | — |
| 22 | — | VANGUARD SMALL-CAP ETF - ETF | $4.4M | 0.9% | +40% | — |
| 23 | — | JPMORGAN INCOME ETF - ETF | $4.4M | 0.9% | +65% | — |
| 24 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $4.4M | 0.9% | -2% | — |
| 25 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $4.4M | 0.9% | +37% | — |
| 26 | — | Financial Select Sector SPDR Fund - ETF | $4.3M | 0.9% | -3% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $3.7M | 0.8% | +10% | 70.7 |
| 28 |  $META | Meta Platforms, Inc. | $3.7M | 0.7% | +8% | 79.6 |
| 29 |  $TRGP | Targa Resources Corp. | $3.7M | 0.7% | -1% | 63.3 |
| 30 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | $3.7M | 0.7% | +74% | — |
| 31 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $3.5M | 0.7% | +24% | — |
| 32 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $3.5M | 0.7% | +76% | — |
| 33 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $3.4M | 0.7% | +46% | — |
| 34 | — | JPMORGAN BETABUILDERS U.S. EQUITY ETF - ETF | $3.4M | 0.7% | +23% | — |
| 35 |  $LLY | ELI LILLY & Co | $3.4M | 0.7% | +2% | 87.5 |
| 36 |  $V | VISA INC. | $3.3M | 0.7% | +16% | 82.9 |
| 37 | — | PGIM PORTFOLIO BALLAST ETF - ETF | $3.3M | 0.7% | +39% | — |
| 38 |  $WT | WisdomTree, Inc. | $3.1M | 0.6% | +181% | 59.9 |
| 39 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $3.1M | 0.6% | +59% | — |
| 40 | — | ISHARES CORE TOTAL USD BOND MARKET ETF - ETF | $3.1M | 0.6% | +50% | — |
| 41 |  $ET | Energy Transfer LP | $3.0M | 0.6% | +0% | 64.4 |
| 42 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | $3.0M | 0.6% | -16% | — |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.9M | 0.6% | +2% | — |
| 44 | — | Health Care Select Sector SPDR Fund - ETF | $2.8M | 0.6% | +0% | — |
| 45 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $2.7M | 0.5% | -60% | — |
| 46 |  $MA | Mastercard Inc | $2.7M | 0.5% | +7% | 85.1 |
| 47 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.5% | +12% | 73.8 |
| 48 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $2.6M | 0.5% | +24% | — |
| 49 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.5M | 0.5% | -0% | 61.4 |
| 50 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.5% | +30% | 86.2 |
| 51 | — | ISHARES S&P 500 GROWTH ETF - ETF | $2.3M | 0.5% | +23% | — |
| 52 |  $ABBV | AbbVie Inc. | $2.3M | 0.5% | +11% | 72.6 |
| 53 |  $APH | AMPHENOL CORP /DE/ | $2.3M | 0.5% | +8% | 79.3 |
| 54 |  $WMB | WILLIAMS COMPANIES, INC. | $2.2M | 0.5% | +2% | 64.3 |
| 55 |  $ASML | ASML HOLDING NV | $2.2M | 0.5% | +24% | — |
| 56 | — | JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $2.2M | 0.5% | +44% | — |
| 57 | — | Communication Services Select Sector SPDR Fund - ETF | $2.2M | 0.4% | -25% | — |
| 58 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $2.1M | 0.4% | +9% | — |
| 59 | — | ISHARES 7-10 YEAR TREASURY BOND ETF - ETF | $2.0M | 0.4% | +10% | — |
| 60 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF | $2.0M | 0.4% | +3% | — |
| 61 |  $TSLA | Tesla, Inc. | $1.9M | 0.4% | +6% | 53.9 |
| 62 |  $WES | Western Midstream Partners, LP | $1.9M | 0.4% | +0% | 71 |
| 63 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.4% | +13% | 66.2 |
| 64 | — | DIMENSIONAL US SMALL CAP VALUE ETF - ETF | $1.8M | 0.4% | +5% | — |
| 65 | — | ISHARES S&P 500 VALUE ETF - ETF | $1.8M | 0.4% | +2% | — |
| 66 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.4% | +37% | 79.8 |
| 67 |  $STT | STATE STREET CORP | $1.8M | 0.4% | -5% | 71.5 |
| 68 |  $KLAC | KLA CORP | $1.8M | 0.4% | +758% | 78.6 |
| 69 |  $PM | Philip Morris International Inc. | $1.8M | 0.4% | +1% | 75.9 |
| 70 | — | JPMORGAN CORE PLUS BOND ETF - ETF | $1.8M | 0.3% | +26% | — |
| 71 |  $XOM.R34088 | EXXON MOBIL CORP | $1.7M | 0.3% | +1% | 57.9 |
| 72 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $1.7M | 0.3% | +26% | — |
| 73 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $1.7M | 0.3% | -13% | — |
| 74 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $1.7M | 0.3% | -6% | — |
| 75 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $1.7M | 0.3% | +23% | — |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.3% | +50% | 72.3 |
| 77 | — | JPMORGAN ACTIVE BOND ETF - ETF | $1.6M | 0.3% | +78% | — |
| 78 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 0.3% | +5% | 70.3 |
| 79 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - ETF | $1.6M | 0.3% | +36% | — |
| 80 |  $CAT | CATERPILLAR INC | $1.6M | 0.3% | +13% | 66.5 |
| 81 | — | STATE STREET SPDR S&P 400 MID CAP VALUE ETF - ETF | $1.6M | 0.3% | -2% | — |
| 82 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $1.5M | 0.3% | -12% | — |
| 83 |  $WMT | Walmart Inc. | $1.5M | 0.3% | +4% | 60.2 |
| 84 |  $LRCX | LAM RESEARCH CORP | $1.5M | 0.3% | +19% | 79.4 |
| 85 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.3% | +5% | 69 |
| 86 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | $1.4M | 0.3% | -2% | — |
| 87 |  $HD | HOME DEPOT, INC. | $1.4M | 0.3% | -19% | 60.3 |
| 88 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.3% | +6% | 73.8 |
| 89 | — | ISHARES U.S. TREASURY BOND ETF - ETF | $1.3M | 0.3% | +74% | — |
| 90 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.3% | +8% | 67.6 |
| 91 |  $RTX | RTX Corp | $1.3M | 0.3% | +7% | 73.2 |
| 92 | — | SCHWAB US AGGREGATE BOND ETF - ETF | $1.2M | 0.3% | +208% | — |
| 93 | — | Utilities Select Sector SPDR Fund - ETF | $1.2M | 0.3% | +3% | — |
| 94 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | +11% | 62.8 |
| 95 | — | AMPLIFY CWP GROWTH & INCOME ETF - ETF | $1.2M | 0.2% | NEW | — |
| 96 |  $ETN | Eaton Corp plc | $1.2M | 0.2% | -11% | — |
| 97 | — | Consumer Discretionary Select Sector SPDR Fund - ETF | $1.2M | 0.2% | +1% | — |
| 98 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.2% | +42% | 62.7 |
| 99 | — | JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF - ETF | $1.2M | 0.2% | NEW | — |
| 100 | — | ISHARES MBS ETF - ETF | $1.2M | 0.2% | +50% | — |
| 101 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $1.2M | 0.2% | +99% | — |
| 102 |  $UBER | Uber Technologies, Inc | $1.2M | 0.2% | -2% | 73.5 |
| 103 | — | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF - ETF | $1.1M | 0.2% | +27% | — |
| 104 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $1.1M | 0.2% | -7% | — |
| 105 | — | ISHARES EXPANDED TECH SECTOR ETF - ETF | $1.1M | 0.2% | -20% | — |
| 106 |  $WDC | WESTERN DIGITAL CORP | $1.1M | 0.2% | +36% | 80.7 |
| 107 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.2% | +5% | 73.5 |
| 108 | — | iShares U.S. Transportation ETF - ETF | $1.1M | 0.2% | NEW | — |
| 109 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.2% | +16% | 68.7 |
| 110 |  $SPGI | S&P Global Inc. | $1.1M | 0.2% | +1% | 76.1 |
| 111 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $1.1M | 0.2% | +0% | — |
| 112 |  $MRK | Merck & Co., Inc. | $1.0M | 0.2% | +16% | 59.9 |
| 113 | — | MATERIALS SELECT SECTOR SPDR FUND - ETF | $1.0M | 0.2% | NEW | — |
| 114 |  $MS | MORGAN STANLEY | $1.0M | 0.2% | +7% | 75.8 |
| 115 |  $GEV | GE Vernova Inc. | $1.0M | 0.2% | +26% | 81.1 |
| 116 |  $INTC | INTEL CORP | $1.0M | 0.2% | +31% | 45.6 |
| 117 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF | $963,285 | 0.2% | -1% | — |
| 118 |  $KO | COCA COLA CO | $956,212 | 0.2% | +43% | 69.5 |
| 119 | — | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - ETF | $953,778 | 0.2% | NEW | — |
| 120 |  $DELL | Dell Technologies Inc. | $940,151 | 0.2% | +13% | 71.2 |
| 121 |  $QCOM | QUALCOMM INC/DE | $936,348 | 0.2% | -1% | 70.5 |
| 122 | — | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF - ETF | $929,290 | 0.2% | -4% | — |
| 123 | — | ISHARES S&P 100 ETF - ETF | $928,212 | 0.2% | +101% | — |
| 124 | — | DIMENSIONAL US CORE EQUITY MARKET ETF - ETF | $911,107 | 0.2% | +95% | — |
| 125 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $903,585 | 0.2% | -59% | — |
| 126 |  $NEE | NEXTERA ENERGY INC | $890,895 | 0.2% | +0% | 64.6 |
| 127 |  $DTM | DT Midstream, Inc. | $880,147 | 0.2% | +0% | 68.6 |
| 128 |  $MCD | MCDONALDS CORP | $866,820 | 0.2% | -7% | 69 |
| 129 |  $ORCL | ORACLE CORP | $848,162 | 0.2% | +28% | 66.2 |
| 130 |  $PG | PROCTER & GAMBLE Co | $841,115 | 0.2% | +20% | 64.6 |
| 131 |  $TXN | TEXAS INSTRUMENTS INC | $833,445 | 0.2% | +11% | 73.4 |
| 132 |  $LIN | LINDE PLC | $828,769 | 0.2% | +1% | — |
| 133 |  $DE | DEERE & CO | $813,231 | 0.2% | +23% | 55.4 |
| 134 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF | $806,297 | 0.2% | +13% | — |
| 135 | — | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF | $806,101 | 0.2% | NEW | — |
| 136 |  $MSI | Motorola Solutions, Inc. | $793,466 | 0.2% | -6% | 71.8 |
| 137 |  $SYK | STRYKER CORP | $792,543 | 0.2% | +5% | 72.1 |
| 138 |  $SNDK | Sandisk Corp | $791,258 | 0.2% | NEW | 87.7 |
| 139 |  $EOG | EOG RESOURCES INC | $788,890 | 0.2% | +1% | 71.9 |
| 140 |  $AMGN | AMGEN INC | $787,491 | 0.2% | -9% | 79.2 |
| 141 | — | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | $784,526 | 0.2% | +12% | — |
| 142 | — | VANGUARD S&P 500 ETF - ETF | $773,990 | 0.2% | +0% | — |
| 143 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $771,151 | 0.2% | +9% | — |
| 144 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - ETF | $767,742 | 0.2% | -2% | — |
| 145 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $750,905 | 0.1% | -6% | 66.2 |
| 146 | — | ISHARES LARGE CAP CORE ACTIVE ETF - ETF | $745,778 | 0.1% | +29% | — |
| 147 | — | VANGUARD FTSE PACIFIC ETF - ETF | $744,812 | 0.1% | -14% | — |
| 148 |  $UNP | UNION PACIFIC CORP | $743,648 | 0.1% | +3% | 69.7 |
| 149 |  $NFLX | NETFLIX INC | $731,494 | 0.1% | +9% | 78.8 |
| 150 |  $ADI | ANALOG DEVICES INC | $725,632 | 0.1% | +54% | 79.2 |
New Positions (97)
AMPLIFY CWP GROWTH & INCOME ETF - ETF$1.2M
JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF - ETF$1.2M
iShares U.S. Transportation ETF - ETF$1.1M
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - ETF$953,778
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF - ETF$806,101
$SNDK Sandisk Corp$791,258 ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF - ETF$639,437
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF - ETF$559,175
JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF - ETF$375,917
DIMENSIONAL US CORE EQUITY 1 ETF - ETF$371,451
$HONA Honeywell Aerospace Inc.$357,485
$VMI VALMONT INDUSTRIES INC$274,360
$PSA Public Storage$245,735
$FIX COMFORT SYSTEMS USA INC$225,943
$TER TERADYNE, INC$220,146Exited Positions (27)
ISHARES MSCI EMERGING MARKETS ASIA ETF
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$BRO BROWN & BROWN, INC.
$TDY TELEDYNE TECHNOLOGIES INC
$ENSG ENSIGN GROUP, INC
$DPZ DOMINOS PIZZA INC
$SSNC SS&C Technologies Holdings Inc
$ARES Ares Management Corp
$DG DOLLAR GENERAL CORP
$SPOT Spotify Technology S.A.
$STZ CONSTELLATION BRANDS, INC.
$KR KROGER CO
$CACI CACI INTERNATIONAL INC /DE/ ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$GPC GENUINE PARTS COBrowse Top Institutional Investors
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