SEC Form 13F

CARY STREET PARTNERS FINANCIAL LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-18
Reported value$4,576,274,294
Positions1,085

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD VALUE ETFVTVETF$141,716,100650,283
APPLE INC COMAAPLStock$139,437,032481,881
VANGUARD GROWTH ETFVUGETF$112,428,9771,325,972
ALPHABET INC CAP STK CL CGOOGStock$80,744,794228,525
MICROSOFT CORP COMMSFTStock$79,724,733213,728
Fairlead Tactical Sector ETFTACKETF$76,454,6392,417,224
ISHARES MSCI EAFE GROWTH ETFEFGETF$64,287,403516,696
ISHARES MSCI EAFE VALUE ETFEFVETF$60,904,102814,245
TCW FLEXIBLE INCOME ETFFLXRETF$60,042,3661,531,303
VANGUARD SMALL-CAP ETFVBETF$57,702,408190,361

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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