COLDSTREAM CAPITAL MANAGEMENT INC
COLDSTREAM CAPITAL MANAGEMENT INC reported 1,219 positions worth $7.99B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $681.1M | 8.53% | 909,504 | — | — | |
| ▸ 2 | MSFT | SH | $495.1M | 6.20% | 1,327,315 | — | — | |
| ▸ 3 | VOO | SH | $248.2M | 3.11% | 361,351 | — | — | |
| ▸ 4 | VTV | SH | $247.2M | 3.10% | 1,134,483 | — | — | |
| ▸ 5 | DFAI | SH | $232.5M | 2.91% | 5,636,392 | — | — | |
| ▸ 6 | VEA | SH | $230.5M | 2.89% | 3,235,751 | — | — | |
| ▸ 7 | VUG | SH | $228.2M | 2.86% | 2,648,650 | — | — | |
| ▸ 8 | HEFA | SH | $214.0M | 2.68% | 4,561,052 | — | — | |
| ▸ 9 | AAPL | SH | $192.1M | 2.40% | 663,766 | — | — | |
| ▸ 10 | STIP | SH | $190.0M | 2.38% | 1,860,288 | — | — |
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Frequently Asked Questions
What stocks does COLDSTREAM CAPITAL MANAGEMENT INC hold as of Q2 2026?
COLDSTREAM CAPITAL MANAGEMENT INC reported 1219 positions worth $7.99B in its Q2 2026 13F filing. Largest positions: IVV (8.5%), MSFT (6.2%), VOO (3.1%), VTV (3.1%) and DFAI (2.9%).
What did COLDSTREAM CAPITAL MANAGEMENT INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did COLDSTREAM CAPITAL MANAGEMENT INC 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.