Universe · entity

Freestone Capital Holdings, LLC

Institutional manager (13F) · CIK 1470876
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.4B
#IssuerValueShares
1ISHARES TR$450M689,375
2VANGUARD TAX-MANAGED FDS$189M2,948,244
3MICROSOFT CORP$166M449,738
4NVIDIA CORPORATION$141M809,844
5APPLE INC$129M509,077
6ISHARES TR$94M948,439
7STATE STR SPDR S&P 500 ETF T$93M142,572
8VANGUARD BD INDEX FDS$92M1,178,149
9VANGUARD INTL EQUITY INDEX F$87M1,612,987
10AMAZON COM INC$82M391,552
11ALPHABET INC$72M250,687
12VANGUARD INDEX FDS$54M90,386
13BERKSHIRE HATHAWAY INC DEL$42M88,683
14BROADCOM INC$41M131,175
15META PLATFORMS INC$40M69,853
16COSTCO WHOLESALE CORPORATION$40M39,735
17JPMORGAN CHASE & CO$31M105,286
18EXXON MOBIL CORP$30M176,495
19KLA CORP$29M19,367
20NIKE INC$28M524,800
21ALPHABET INC$26M90,906
22ELI LILLY & CO$25M27,637
23ISHARES TR$25M233,904
24INVESCO QQQ TR$24M41,267
25VANGUARD INDEX FDS$22M68,757
26ISHARES TR$22M207,750
27CATERPILLAR INC$21M29,741
28VISA INC$21M67,887
29APPLIED MATLS INC$20M58,002
30TESLA INC$19M50,823
31ORACLE CORP$18M125,339
32ISHARES TR$18M42,194
33ABBVIE INC$15M70,002
34UNION PAC CORP$15M62,707
35MASTERCARD INCORPORATED$15M30,386
36SALESFORCE INC$15M81,252
37HOME DEPOT INC$15M45,275
38THERMO FISHER SCIENTIFIC INC$15M29,810
39APPLOVIN CORP$14M36,027
40WELLS FARGO & CO$14M174,539
41ABBOTT LABORATORIES$14M134,881
42BANK AMERICA CORP$14M279,302
43RTX CORPORATION$13M69,257
44JOHNSON & JOHNSON$13M54,598
45CHEVRON CORPORATION$13M62,101
46QUALCOMM INC$13M99,747
47WALMART INC$13M102,592
48MCKESSON CORP$12M14,092
49NEXTERA ENERGY INC$12M129,822
50CARDINAL HEALTH INC$12M57,055
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.