Arkolith/Funds/Ballentine Partners, LLC

Ballentine Partners, LLC

CIK 1374889
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

Ballentine Partners, LLC holds a focused book of 1078 stocks worth $8.2B as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 25% of the equity book.

Opened
171
bought for the first time
Added to
557
already held, bought more
Trimmed
330
sold some, still holds it
Sold out
55
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
59%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
10%
Financials
5%
Industrials
2%
Consumer Discretionary
2%
Health Care
2%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Ballentine Partners, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$822.5B
MORGAN STANLEY80 / 80$669.0B
JPMORGAN CHASE & CO80 / 80$588.6B
BANK OF AMERICA CORP /DE/80 / 80$506.2B
GOLDMAN SACHS GROUP INC80 / 80$303.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$225.3B
WELLS FARGO & COMPANY/MN80 / 80$215.2B
UBS Group AG80 / 80$185.6B

Ranked by the share of each fund's own book sitting in the names it shares with Ballentine Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,078 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$2.0B5.46M
24.7%
−1.6%
Reduced · −86K sh
2Ishares TR
CORE MSCI EAFE
$654.1M6.77M
8.0%
+1.6%
Added · +110K sh
3Ishares TR
CORE S&P TTL STK
$517.4M3.15M
6.3%
−1.1%
Reduced · −35K sh
4Ishares Inc
CORE MSCI EMKT
$362.4M4.37M
4.4%
+2.4%
Added · +103K sh
5Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$357.3M5.02M
4.4%
~0%
Reduced · −2K sh
6Ishares TR
CORE S&P500 ETF
$277.5M370.6K
3.4%
+0.5%
Added · +2K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$169.8M227.4K
2.1%
−0.2%
Reduced · −512 sh
8Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$169.0M2.83M
2.1%
~0%
Reduced · −127 sh
9Ishares TR
GLB INFRASTR ETF
$168.7M2.53M
2.1%
+4.7%
Added · +113K sh
10Vanguard Index FDS
REAL ESTATE ETF
$155.2M1.61M
1.9%
+3.3%
Added · +51K sh
11Vanguard Index FDS
LARGE CAP ETF
$130.2M378.7K
1.6%
−0.5%
Reduced · −2K sh
12Apple Inc
COM
$114.3M394.9K
1.4%
+1.0%
Added · +4K sh
13Nvidia Corporation
COM
$101.1M505.1K
1.2%
+1.6%
Added · +8K sh
14Schwab Strategic TR
US BRD MKT ETF
$94.2M3.25M
1.2%
−0.1%
Reduced · −5K sh
15Ishares TR
CORE S&P MCP ETF
$88.3M1.14M
1.1%
−2.5%
Reduced · −29K sh
16Ishares TR
RUS 1000 ETF
$84.2M205.7K
1.0%
−0.3%
Reduced · −735 sh
17First Mid Bancshares Inc
COM
$80.3M1.67M
1.0%
−0.1%
Reduced · −2K sh
18Vanguard Index FDS
S&P 500 ETF SHS
$79.1M115.2K
1.0%
+0.8%
Added · +969 sh
19Microsoft Corp
COM
$77.5M207.7K
0.9%
+0.7%
Added · +2K sh
20Micron Technology Inc
COM
$73.6M63.7K
0.9%
+2.9%
Added · +2K sh
21Vanguard Intl Equity Index F
GLB EX US ETF
$70.9M1.58M
0.9%
~0%
Added · +116 sh
22Alphabet Inc
CAP STK CL A
$64.5M180.5K
0.8%
+1.5%
Added · +3K sh
23Nu Hldgs Ltd
ORD SHS CL A
$62.1M4.65M
0.8%
−0.4%
Reduced · −17K sh
24Ishares TR
RUSSELL 3000 ETF
$59.2M138.8K
0.7%
−0.1%
Reduced · −204 sh
25Ishares TR
CORE S&P SCP ETF
$50.6M341.4K
0.6%
−1.4%
Reduced · −5K sh
26Amazon Com Inc
COM
$49.4M207.2K
0.6%
+1.4%
Added · +3K sh
27SPDR Index SHS FDS
ST STR PO EX ETF
$44.8M888.6K
0.5%
−0.3%
Reduced · −3K sh
28Vanguard Specialized Funds
DIV APP ETF
$43.7M184.8K
0.5%
−0.2%
Reduced · −354 sh
29Vanguard Intl Equity Index F
FTSE EUROPE ETF
$42.7M481.7K
0.5%
−0.3%
Reduced · −2K sh
30Alphabet Inc
CAP STK CL C
$42.6M120.6K
0.5%
−1.3%
Reduced · −2K sh
31Ishares TR
MSCI EAFE ETF
$40.7M391.8K
0.5%
−0.1%
Reduced · −585 sh
32Broadcom Inc
COM
$39.2M103.8K
0.5%
+4.9%
Added · +5K sh
33Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$34.5M298.0K
0.4%
−0.5%
Reduced · −1K sh
34Goldman Sachs ETF TR
JUST US LRG CP
$32.1M301.2K
0.4%
−1.6%
Reduced · −5K sh
35JPMorgan Chase & Co
COM
$31.7M97.0K
0.4%
−0.3%
Reduced · −338 sh
36Meta Platforms Inc
CL A
$31.7M56.3K
0.4%
−2.0%
Reduced · −1K sh
37Ishares TR
RUS 1000 GRW ETF
$28.0M225.2K
0.3%
+300%
Added · +169K sh
38Invesco QQQ TR
UNIT SER 1
$27.9M37.9K
0.3%
+7.5%
Added · +3K sh
39SPDR Index SHS FDS
ST PORT MARK ETF
$25.1M485.2K
0.3%
−0.4%
Reduced · −2K sh
40Eli Lilly & Co
COM
$24.2M20.1K
0.3%
+1.4%
Added · +273 sh
41Ishares TR
EAFE SML CP ETF
$23.8M288.8K
0.3%
−0.5%
Reduced · −1K sh
42Berkshire Hathaway Inc Del
CL B NEW
$23.2M46.4K
0.3%
+4.1%
Added · +2K sh
43Schwab Strategic TR
EMRG MKTEQ ETF
$23.1M636.1K
0.3%
−2.3%
Reduced · −15K sh
44Lam Research Corp
COM NEW
$23.0M53.0K
0.3%
+1.4%
Added · +724 sh
45Vanguard Index FDS
MID CAP ETF
$22.3M277.1K
0.3%
+300%
Added · +208K sh
46Advanced Micro Devices Inc
COM
$22.2M38.2K
0.3%
+5.4%
Added · +2K sh
47Taiwan Semiconductor Manufac
SPONSORED ADS
$21.5M45.1K
0.3%
+6.0%
Added · +3K sh
48Vanguard Intl Equity Index F
ALLWRLD EX US
$21.4M255.8K
0.3%
+0.5%
Added · +1K sh
49Tesla Inc
COM
$19.8M47.0K
0.2%
+1.8%
Added · +831 sh
50Ishares TR
CORE MSCI EURO
$17.4M231.0K
0.2%
−1.3%
Reduced · −3K sh
Showing 50 of 1,078 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 20262,656$8.2B13F-HR
Q1 2026Mar 31, 2026May 14, 20262,372$7.2B13F-HR
Q4 2025Dec 31, 2025Feb 3, 20262,428$7.1B13F-HR
Q3 2025Sep 30, 2025Nov 3, 20252,270$7.2B13F-HR
Q2 2025Jun 30, 2025Jul 15, 20252,278$6.6B13F-HR
Q1 2025Mar 31, 2025May 1, 20251,776$5.8B13F-HR
Q4 2024Dec 31, 2024Jan 16, 20251,943$5.8B13F-HR
Q3 2024Sep 30, 2024Oct 23, 20241,674$5.8B13F-HR
Q2 2024Jun 30, 2024Aug 6, 20241,569$5.4B13F-HR
Q1 2024Mar 31, 2024Apr 11, 20241,548$5.3B13F-HR
Q4 2023Dec 31, 2023Jan 23, 20241,547$4.9B13F-HR
Q3 2023Sep 30, 2023Oct 19, 20231,389$4.3B13F-HR
Q2 2023Jun 30, 2023Jul 26, 20231,409$4.4B13F-HR
Q1 2023Mar 31, 2023Apr 27, 20231,374$4.0B13F-HR
Q4 2022Dec 31, 2022Jan 27, 20231,234$3.4B13F-HR
Q3 2022Sep 30, 2022Oct 26, 20221,173$2.9B13F-HR
Q2 2022Jun 30, 2022Aug 9, 20221,095$2.8B13F-HR
Q1 2022Mar 31, 2022May 5, 20221,204$3.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 20221,161$3.3B13F-HR
Q3 2021Sep 30, 2021Oct 27, 20211,010$3.0B13F-HR
Q2 2021Jun 30, 2021Aug 12, 20211,042$2.9B13F-HR
Q1 2021Mar 31, 2021May 11, 20211,013$2.7B13F-HR
Q4 2020Dec 31, 2020Jan 25, 2021943$2.5B13F-HR
Q3 2020Sep 30, 2020Oct 22, 2020989$2.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.