Ellevest, Inc.
Ellevest, Inc. reported 469 positions worth $848.1M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VTI (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $90.1M | 10.63% | 643,347 | — | — | |
| ▸ 2 | FRDM | SH | $73.1M | 8.62% | 1,003,101 | — | — | |
| ▸ 3 | VEA | SH | $43.5M | 5.13% | 615,440 | — | — | |
| ▸ 4 | BND | SH | $25.3M | 2.98% | 502,593 | — | — | |
| ▸ 5 | ESGD | SH | $24.3M | 2.86% | 519,661 | — | — | |
| ▸ 6 | VWO | SH | $21.7M | 2.56% | 366,818 | — | — | |
| ▸ 7 | SUSL | SH | $21.7M | 2.55% | 163,219 | — | — | |
| ▸ 8 | AAPL | SH | $20.6M | 2.43% | 72,186 | — | — | |
| ▸ 9 | SUB | SH | $17.7M | 2.09% | 166,205 | — | — | |
| ▸ 10 | MUB | SH | $14.8M | 1.74% | 137,354 | — | — |
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Frequently Asked Questions
What stocks does Ellevest, Inc. hold as of Q2 2026?
Ellevest, Inc. reported 469 positions worth $848.1M in its Q2 2026 13F filing. Largest positions: VTI (10.6%), FRDM (8.6%), VEA (5.1%), BND (3.0%) and ESGD (2.9%).
What did Ellevest, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Ellevest, 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.