CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13F Holdings

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Disclosed positions

CARY STREET PARTNERS INVESTMENT ADVISORY LLC: source evidence dated 2026-07-18T03:59:59.999Z.

Issuer: APPLE INC COM
Ticker: AAPL
Class: Stock
Reported value: $15,419,172
Reported amount: 53,288
Unit: SH
Option: None

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What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001766904-26-000003

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Disclosed positions

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APPLE INC COM	AAPL	Stock	$15,419,172	53,288	SH	None
NVIDIA CORPORATION COM	NVDA	Stock	$12,065,434	60,300	SH	None
MICROSOFT CORP COM	MSFT	Stock	$10,061,399	26,972	SH	None
VANGUARD VALUE ETF	VTV	ETF	$9,158,566	42,025	SH	None
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	ETF	$8,963,177	107,023	SH	None
ALPHABET INC CAP STK CL C	GOOG	Stock	$8,441,302	23,890	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 ETF	SPYM	ETF	$8,152,380	92,767	SH	None
ISHARES CORE S&P 500 ETF	IVV	ETF	$7,063,253	9,431	SH	None
Technology Select Sector SPDR Fund	XLK	ETF	$6,878,153	36,102	SH	None
BROADCOM INC COM	AVGO	Stock	$6,679,835	17,684	SH	None
ISHARES MSCI EAFE GROWTH ETF	EFG	ETF	$6,649,934	53,447	SH	None
ALPHABET INC CAP STK CL A	GOOGL	Stock	$6,511,512	18,221	SH	None
AMAZON COM INC COM	AMZN	Stock	$6,438,259	27,013	SH	None
ISHARES MSCI EAFE VALUE ETF	EFV	ETF	$6,028,850	78,757	SH	None
VANGUARD MID-CAP VALUE ETF	VOE	ETF	$5,779,354	29,248	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	SPYG	ETF	$5,421,541	45,563	SH	None
JPMORGAN ACTIVE GROWTH ETF	JGRO	ETF	$5,354,581	54,312	SH	None
TCW FLEXIBLE INCOME ETF	FLXR	ETF	$5,142,733	131,159	SH	None
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	PYLD	ETF	$5,057,576	190,708	SH	None
VANGUARD GROWTH ETF	VUG	ETF	$4,629,181	53,740	SH	None
ISHARES CORE MSCI EUROPE ETF	IEUR	ETF	$4,489,678	59,727	SH	None
VANGUARD SMALL-CAP ETF	VB	ETF	$4,390,021	14,483	SH	None
JPMORGAN INCOME ETF	JPIE	ETF	$4,389,111	95,312	SH	None
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	SPYV	ETF	$4,376,819	71,999	SH	None
VANGUARD MID-CAP GROWTH ETF	VOT	ETF	$4,352,676	14,211	SH	None
Financial Select Sector SPDR Fund	XLF	ETF	$4,328,311	80,737	SH	None
JPMORGAN CHASE & CO COM	JPM	Stock	$3,736,799	11,416	SH	None
META PLATFORMS INC CL A	META	Stock	$3,673,119	6,521	SH	None
TARGA RES CORP COM	TRGP	Stock	$3,659,307	13,647	SH	None
ISHARES 20 YEAR TREASURY BOND ETF	TLT	ETF	$3,654,011	42,282	SH	None
VANGUARD SHORT-TERM CORPORATE BOND ETF	VCSH	ETF	$3,537,778	44,765	SH	None
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND	JPIB	ETF	$3,520,073	72,804	SH	None
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	HELO	ETF	$3,445,431	50,983	SH	None
JPMORGAN BETABUILDERS U.S. EQUITY ETF	BBUS	ETF	$3,423,505	25,412	SH	None
ELI LILLY & CO COM	LLY	Stock	$3,422,089	2,853	SH	None
VISA INC COM CL A	V	Stock	$3,324,476	9,691	SH	None
PGIM PORTFOLIO BALLAST ETF	PBL	ETF	$3,312,912	99,937	SH	None
WISDOMTREE EQUITY PREMIUM INCOME FUND - WTPI	WTPI	ETF	$3,135,380	95,620	SH	None
VANGUARD INTERMEDIATE-TERM BOND ETF	BIV	ETF	$3,117,154	40,641	SH	None
ISHARES CORE TOTAL USD BOND MARKET ETF	IUSB	ETF	$3,114,202	67,480	SH	None
ENERGY TRANSFER L P COM UT LTD PTN	ET	Stock	$3,006,046	157,220	SH	None
ISHARES 3-7 YEAR TREASURY BOND ETF	IEI	ETF	$2,959,740	25,200	SH	None
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	TSM	ADR	$2,859,440	5,987	SH	None
Health Care Select Sector SPDR Fund	XLV	ETF	$2,818,436	17,764	SH	None
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	ETF	$2,690,602	53,396	SH	None
MASTERCARD INCORPORATED CL A	MA	Stock	$2,671,121	5,200	SH	None
BERKSHIRE HATHAWAY INC DEL CL B NEW	BRK.B	Stock	$2,660,909	5,317	SH	None
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	DYNF	ETF	$2,556,156	37,585	SH	None
ENTERPRISE PRODS PARTNERS L P COM	EPD	Stock	$2,496,004	67,900	SH	None
MICRON TECHNOLOGY INC COM	MU	Stock	$2,397,461	2,077	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.