Ellenbecker Investment Group
Ellenbecker Investment Group reported 149 positions worth $860.2M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (24.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $210.9M | 24.51% | 281,564 | — | — | |
| ▸ 2 | AGG | SH | $85.0M | 9.88% | 858,837 | — | — | |
| ▸ 3 | VEA | SH | $79.1M | 9.20% | 1,110,314 | — | — | |
| ▸ 4 | IWF | SH | $77.8M | 9.04% | 626,345 | — | — | |
| ▸ 5 | VB | SH | $60.6M | 7.04% | 199,894 | — | — | |
| ▸ 6 | PYLD | SH | $50.0M | 5.81% | 1,884,416 | — | — | |
| ▸ 7 | IWD | SH | $37.7M | 4.38% | 155,500 | — | — | |
| ▸ 8 | VWO | SH | $34.4M | 3.99% | 575,570 | — | — | |
| ▸ 9 | SPMD | SH | $28.5M | 3.31% | 421,419 | — | — | |
| ▸ 10 | AOA | SH | $21.8M | 2.54% | 223,468 | — | — |
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Frequently Asked Questions
What stocks does Ellenbecker Investment Group hold as of Q2 2026?
Ellenbecker Investment Group reported 149 positions worth $860.2M in its Q2 2026 13F filing. Largest positions: IVV (24.5%), AGG (9.9%), VEA (9.2%), IWF (9.0%) and VB (7.0%).
What did Ellenbecker Investment Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ellenbecker Investment Group 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.