Balentine LLC

CIK 0001586678 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Balentine LLC reported 243 positions worth $2.81B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTV (22.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.81B
2026 Q2
Positions
243
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.9%
Est. Net Flow (Q)
2026 Q2
10 / 243 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTVVANGUARD INDEX FDSSH$629.7M22.38%2,889,469
2OMFLINVESCO EXCH TRD SLF IDX FDSH$357.8M12.72%5,220,224
3AGGISHARES TRSH$271.1M9.63%2,738,511
4IEFAISHARES TRSH$205.1M7.29%2,123,908
5AQLTISHARES TRSH$203.6M7.24%6,457,853
6IEMGISHARES INCSH$175.9M6.25%2,123,972
7MTUMISHARES TRSH$130.4M4.63%380,266
8VUGVANGUARD INDEX FDSSH$111.7M3.97%1,296,527
9SGOVISHARES TRSH$103.3M3.67%1,026,567
10IVVISHARES TRSH$87.9M3.12%117,337

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Balentine LLC hold as of Q2 2026?

Balentine LLC reported 243 positions worth $2.81B in its Q2 2026 13F filing. Largest positions: VTV (22.4%), OMFL (12.7%), AGG (9.6%), IEFA (7.3%) and AQLT (7.2%).

What did Balentine LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Balentine LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.