Universe · entity
Freestone Capital Holdings, LLC
Institutional manager (13F) · CIK 1470876
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $450M | 689,375 |
| 2 | VANGUARD TAX-MANAGED FDS | $189M | 2,948,244 |
| 3 | MICROSOFT CORP | $166M | 449,738 |
| 4 | NVIDIA CORPORATION | $141M | 809,844 |
| 5 | APPLE INC | $129M | 509,077 |
| 6 | ISHARES TR | $94M | 948,439 |
| 7 | STATE STR SPDR S&P 500 ETF T | $93M | 142,572 |
| 8 | VANGUARD BD INDEX FDS | $92M | 1,178,149 |
| 9 | VANGUARD INTL EQUITY INDEX F | $87M | 1,612,987 |
| 10 | AMAZON COM INC | $82M | 391,552 |
| 11 | ALPHABET INC | $72M | 250,687 |
| 12 | VANGUARD INDEX FDS | $54M | 90,386 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $42M | 88,683 |
| 14 | BROADCOM INC | $41M | 131,175 |
| 15 | META PLATFORMS INC | $40M | 69,853 |
| 16 | COSTCO WHOLESALE CORPORATION | $40M | 39,735 |
| 17 | JPMORGAN CHASE & CO | $31M | 105,286 |
| 18 | EXXON MOBIL CORP | $30M | 176,495 |
| 19 | KLA CORP | $29M | 19,367 |
| 20 | NIKE INC | $28M | 524,800 |
| 21 | ALPHABET INC | $26M | 90,906 |
| 22 | ELI LILLY & CO | $25M | 27,637 |
| 23 | ISHARES TR | $25M | 233,904 |
| 24 | INVESCO QQQ TR | $24M | 41,267 |
| 25 | VANGUARD INDEX FDS | $22M | 68,757 |
| 26 | ISHARES TR | $22M | 207,750 |
| 27 | CATERPILLAR INC | $21M | 29,741 |
| 28 | VISA INC | $21M | 67,887 |
| 29 | APPLIED MATLS INC | $20M | 58,002 |
| 30 | TESLA INC | $19M | 50,823 |
| 31 | ORACLE CORP | $18M | 125,339 |
| 32 | ISHARES TR | $18M | 42,194 |
| 33 | ABBVIE INC | $15M | 70,002 |
| 34 | UNION PAC CORP | $15M | 62,707 |
| 35 | MASTERCARD INCORPORATED | $15M | 30,386 |
| 36 | SALESFORCE INC | $15M | 81,252 |
| 37 | HOME DEPOT INC | $15M | 45,275 |
| 38 | THERMO FISHER SCIENTIFIC INC | $15M | 29,810 |
| 39 | APPLOVIN CORP | $14M | 36,027 |
| 40 | WELLS FARGO & CO | $14M | 174,539 |
| 41 | ABBOTT LABORATORIES | $14M | 134,881 |
| 42 | BANK AMERICA CORP | $14M | 279,302 |
| 43 | RTX CORPORATION | $13M | 69,257 |
| 44 | JOHNSON & JOHNSON | $13M | 54,598 |
| 45 | CHEVRON CORPORATION | $13M | 62,101 |
| 46 | QUALCOMM INC | $13M | 99,747 |
| 47 | WALMART INC | $13M | 102,592 |
| 48 | MCKESSON CORP | $12M | 14,092 |
| 49 | NEXTERA ENERGY INC | $12M | 129,822 |
| 50 | CARDINAL HEALTH INC | $12M | 57,055 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.