Universe · entity
Vestmark Advisory Solutions, Inc.
Institutional manager (13F) · CIK 1736982
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $259M | 806,789 |
| 2 | J P MORGAN EXCHANGE TRADED F | $210M | 1,796,375 |
| 3 | DIMENSIONAL ETF TRUST | $196M | 5,037,164 |
| 4 | APPLE INC | $156M | 614,264 |
| 5 | NVIDIA CORPORATION | $135M | 773,025 |
| 6 | VANGUARD STAR FDS | $134M | 1,743,723 |
| 7 | VANGUARD BD INDEX FDS | $134M | 1,825,484 |
| 8 | VANGUARD INDEX FDS | $129M | 216,680 |
| 9 | SPDR GOLD TR | $124M | 288,898 |
| 10 | MICROSOFT CORP | $117M | 315,717 |
| 11 | J P MORGAN EXCHANGE TRADED F | $110M | 2,339,155 |
| 12 | J P MORGAN EXCHANGE TRADED F | $92M | 1,215,729 |
| 13 | AMAZON COM INC | $88M | 424,173 |
| 14 | DIMENSIONAL ETF TRUST | $83M | 1,541,232 |
| 15 | ALPHABET INC | $82M | 283,730 |
| 16 | J P MORGAN EXCHANGE TRADED F | $80M | 1,497,064 |
| 17 | J P MORGAN EXCHANGE TRADED F | $79M | 1,098,170 |
| 18 | VANGUARD TAX-MANAGED FDS | $71M | 1,101,228 |
| 19 | EXXON MOBIL CORP | $68M | 401,666 |
| 20 | BROADCOM INC | $67M | 216,720 |
| 21 | VANGUARD INDEX FDS | $65M | 148,047 |
| 22 | DIMENSIONAL ETF TRUST | $62M | 1,736,974 |
| 23 | ISHARES INC | $57M | 818,382 |
| 24 | VANGUARD CHARLOTTE FDS | $56M | 1,163,269 |
| 25 | ISHARES TR | $53M | 533,901 |
| 26 | DIMENSIONAL ETF TRUST | $52M | 1,487,000 |
| 27 | FIRST TR EXCHANGE TRADED FD | $51M | 742,642 |
| 28 | INVESCO QQQ TR | $50M | 86,257 |
| 29 | VANGUARD BD INDEX FDS | $50M | 633,874 |
| 30 | STATE STR SPDR S&P 500 ETF T | $49M | 75,834 |
| 31 | JPMORGAN CHASE & CO | $49M | 167,181 |
| 32 | BLACKROCK ETF TRUST II | $49M | 2,040,791 |
| 33 | DIMENSIONAL ETF TRUST | $48M | 1,311,124 |
| 34 | SPDR SERIES TRUST | $48M | 1,860,597 |
| 35 | ELI LILLY & CO | $47M | 51,543 |
| 36 | META PLATFORMS INC | $47M | 82,479 |
| 37 | DIMENSIONAL ETF TRUST | $46M | 857,514 |
| 38 | J P MORGAN EXCHANGE TRADED F | $46M | 699,900 |
| 39 | VANGUARD INDEX FDS | $45M | 230,910 |
| 40 | AMERICAN CENTY ETF TR | $44M | 549,655 |
| 41 | J P MORGAN EXCHANGE TRADED F | $44M | 523,889 |
| 42 | HOME DEPOT INC | $44M | 134,373 |
| 43 | SPDR SERIES TRUST | $43M | 944,563 |
| 44 | AMERICAN CENTY ETF TR | $42M | 380,203 |
| 45 | FIRST TR EXCHANGE TRADED FD | $41M | 1,029,951 |
| 46 | BLACKROCK ETF TRUST | $40M | 1,117,676 |
| 47 | CAPITAL GRP FIXED INCM ETF T | $39M | 1,550,174 |
| 48 | ENTERPRISE PRODS PARTNERS L | $39M | 1,030,490 |
| 49 | VANGUARD INDEX FDS | $36M | 126,900 |
| 50 | TESLA INC | $36M | 97,735 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.