Universe · entity
ALBION FINANCIAL GROUP /UT
Institutional manager (13F) · CIK 1054677
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $203M | 339,308 |
| 2 | ISHARES TR | $83M | 857,371 |
| 3 | APPLE INC | $83M | 327,697 |
| 4 | ALPHABET INC | $53M | 185,753 |
| 5 | AMAZON COM INC | $51M | 246,730 |
| 6 | NVIDIA CORPORATION | $50M | 287,217 |
| 7 | MICROSOFT CORP | $47M | 127,509 |
| 8 | VANGUARD SCOTTSDALE FDS | $38M | 636,036 |
| 9 | ISHARES TR | $35M | 282,568 |
| 10 | VANGUARD INTL EQUITY INDEX F | $33M | 442,365 |
| 11 | SCHWAB STRATEGIC TR | $31M | 1,011,433 |
| 12 | VANGUARD SCOTTSDALE FDS | $30M | 381,759 |
| 13 | BROADCOM INC | $30M | 95,562 |
| 14 | JANUS DETROIT STR TR | $29M | 644,876 |
| 15 | JANUS DETROIT STR TR | $29M | 577,735 |
| 16 | JPMORGAN CHASE & CO | $27M | 92,081 |
| 17 | CISCO SYS INC | $26M | 332,468 |
| 18 | STATE STR SPDR S&P 500 ETF T | $25M | 38,092 |
| 19 | BLACKROCK INC | $24M | 25,210 |
| 20 | COSTCO WHOLESALE CORPORATION | $22M | 21,869 |
| 21 | VISA INC | $21M | 67,938 |
| 22 | ISHARES TR | $20M | 120,147 |
| 23 | INVESCO QQQ TR | $19M | 32,515 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $18M | 38,346 |
| 25 | PEPSICO INC | $18M | 117,573 |
| 26 | TJX COS INC NEW | $18M | 113,532 |
| 27 | LOCKHEED MARTIN CORP | $17M | 28,538 |
| 28 | GE AEROSPACE | $15M | 52,997 |
| 29 | CITIGROUP INC | $15M | 129,321 |
| 30 | QUANTA SVCS INC | $14M | 26,145 |
| 31 | META PLATFORMS INC | $13M | 23,311 |
| 32 | HONEYWELL INTL INC | $13M | 58,239 |
| 33 | STARBUCKS CORP | $13M | 145,779 |
| 34 | VANGUARD SPECIALIZED FUNDS | $12M | 58,102 |
| 35 | HOME DEPOT INC | $12M | 36,911 |
| 36 | ISHARES TR | $12M | 113,782 |
| 37 | UBER TECHNOLOGIES INC | $12M | 167,479 |
| 38 | THERMO FISHER SCIENTIFIC INC | $12M | 24,328 |
| 39 | AMPHENOL CORP | $11M | 90,995 |
| 40 | REPUBLIC SVCS INC | $11M | 50,148 |
| 41 | GOLDMAN SACHS ETF TR | $11M | 117,210 |
| 42 | GE VERNOVA INC | $10M | 11,975 |
| 43 | DISNEY WALT CO | $10M | 105,977 |
| 44 | MORGAN STANLEY | $10M | 59,866 |
| 45 | MCDONALDS CORP | $9M | 28,135 |
| 46 | AMGEN INC | $8M | 24,096 |
| 47 | ACCENTURE PLC IRELAND | $8M | 40,537 |
| 48 | UNION PAC CORP | $8M | 31,367 |
| 49 | WISDOMTREE TR | $7M | 85,279 |
| 50 | ISHARES TR | $7M | 111,774 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.