HOWE & RUSLING INC
CIK 769963
13F filing for Q2 2026・No. 1,812
- Holdings
- US$1.72B
- Quarter change
- +US$191.67M
- Entries
- 531
- Net bought (estimate)
- +US$55.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 56
- Sold out 54
- Cut 99
- Added 232
- Corporate actions 2
- Unchanged 92
Largest holdings
479 stocks worth US$1.72B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 208,470 | US$77.14M | 4.47% |
| IVVISHARES TRCORE S&P500 ETF | Added | 85,966 | US$64.38M | 3.73% |
| ISHARES TRCORE S&P US GWT | Added | 339,855 | US$63.92M | 3.71% |
| JPMJPMORGAN CHASE & COCOM | Added | 189,938 | US$62.17M | 3.61% |
| AVGOBroadcomCOM | Cut | 161,429 | US$60.98M | 3.54% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 658,720 | US$54.44M | 3.16% |
| AAPLAppleCOM | Added | 167,597 | US$48.5M | 2.81% |
| ISHARES TRCORE S&P US VLU | Added | 416,948 | US$45.93M | 2.66% |
| ISHARES TRINTRM GOV CR ETF | Added | 411,980 | US$43.71M | 2.54% |
| NVDANvidiaCOM | Added | 183,653 | US$36.75M | 2.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.