Ballentine Partners, LLC
Ballentine Partners, LLC reported 1,078 positions worth $8.18B as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VTI (24.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $2.02B | 24.67% | 5,455,709 | — | — | |
| ▸ 2 | IEFA | SH | $654.1M | 7.99% | 6,772,847 | — | — | |
| ▸ 3 | ITOT | SH | $517.4M | 6.32% | 3,149,753 | — | — | |
| ▸ 4 | IEMG | SH | $362.4M | 4.43% | 4,374,374 | — | — | |
| ▸ 5 | VEA | SH | $357.3M | 4.37% | 5,015,310 | — | — | |
| ▸ 6 | IVV | SH | $277.5M | 3.39% | 370,566 | — | — | |
| ▸ 7 | SPY | SH | $169.8M | 2.07% | 227,359 | — | — | |
| ▸ 8 | VWO | SH | $169.0M | 2.07% | 2,831,907 | — | — | |
| ▸ 9 | IGF | SH | $168.7M | 2.06% | 2,532,785 | — | — | |
| ▸ 10 | VNQ | SH | $155.2M | 1.90% | 1,609,924 | — | — |
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Frequently Asked Questions
What stocks does Ballentine Partners, LLC hold as of Q2 2026?
Ballentine Partners, LLC reported 1078 positions worth $8.18B in its Q2 2026 13F filing. Largest positions: VTI (24.7%), IEFA (8.0%), ITOT (6.3%), IEMG (4.4%) and VEA (4.4%).
What did Ballentine Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ballentine Partners, 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.