Arkolith/Funds/Cary Street Partners Financial LLC

Cary Street Partners Financial LLC

CIK 1475045
Holdings as of Mar 31, 2026·disclosed Apr 29, 2026·~29-day 13F lag·13F-HR
Inactive

Cary Street Partners Financial LLC holds a diversified book of 985 stocks worth $4.0B as of Q1 2026 (disclosed Apr 29, 2026, a ~29-day 13F lag). This quarter they opened Roper Technologies Inc and trimmed Alphabet Inc-CL C. Their largest long position is Vanguard Value ETF at 3% of the equity book. Cloning the disclosed picks since 2025 would be +1% (+0.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show CARY STREET PARTNERS FINANCIAL LLC's latest
holdings, largest changes, and filing provenance.
Opened
70
new positions
Added to
410
existing
Trimmed
380
reduced
Sold out
58
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+0.6%
+0.4%/yr · since Feb '25
Their reported book
+3.7%
held from quarter-end
S&P 500
+24.3%
same window
$8K$9K$10K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Cary Street Partners Financial LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +3.7%, a 3.1-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Cary Street Partners Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
30%

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

Direct sector allocation

47% mapped to company sectors

ETF / fund or unclassified
53%
Information Technology
14%
Financials
8%
Industrials
7%
Health Care
5%
Consumer Discretionary
4%
Materials
3%
Utilities
2%

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

Holdings: largest first

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

985 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Value ETF
ETF
$129.4M659.4K
3.2%
+1.8%
Added · +12K sh
2Apple Inc Com
Stock
$119.8M472.2K
3.0%
+1.1%
Added · +5K sh
3Vanguard Growth ETF
ETF
$95.9M240.6K
2.4%
+4.1%
Added · +10K sh
4Microsoft Corp Com
Stock
$76.7M207.2K
1.9%
+3.8%
Added · +8K sh
5Fairlead Tactical Sector ETF
ETF
$74.7M2.46M
1.8%
+1.4%
Added · +33K sh
6Alphabet Inc Cap STK CL C
Stock
$67.1M233.8K
1.7%
−1.4%
Reduced · −3K sh
7TCW Flexible Income ETF
ETF
$60.4M1.54M
1.5%
+4.4%
Added · +65K sh
8Ishares Msci Eafe Growth ETF
ETF
$58.6M526.1K
1.5%
+17%
Added · +75K sh
9JPMorgan Equity Premium Income ETF
ETF
$55.3M975.2K
1.4%
+5.0%
Added · +47K sh
10Ishares Msci Eafe Value ETF
ETF
$53.0M731.2K
1.3%
+5.9%
Added · +41K sh
11JPMorgan Income ETF
ETF
$52.0M1.13M
1.3%
+6.0%
Added · +64K sh
12Vanguard Small-Cap ETF
ETF
$51.1M195.3K
1.3%
−0.4%
Reduced · −866 sh
13Amazon Com Inc Com
Stock
$47.2M226.4K
1.2%
+2.2%
Added · +5K sh
14Alphabet Inc Cap STK CL A
Stock
$44.9M156.3K
1.1%
−0.8%
Reduced · −1K sh
15JPMorgan Active Growth ETF
ETF
$44.3M524.5K
1.1%
+8.8%
Added · +42K sh
16Nvidia Corporation Com
Stock
$41.5M238.2K
1.0%
+14%
Added · +29K sh
17Vanguard Total Stock Market ETF
ETF
$40.8M127.2K
1.0%
+1.1%
Added · +1K sh
18Berkshire Hathaway Inc Del CL B New
Stock
$39.2M81.8K
1.0%
−0.3%
Reduced · −259 sh
19State Street SPDR S&P 500 ETF
ETF
$38.6M59.4K
1.0%
+4.1%
Added · +2K sh
20Pgim Portfolio Ballast ETF
ETF
$37.8M1.26M
0.9%
+2.3%
Added · +29K sh
21JPMorgan Nasdaq Equity Premium Inncome ETF
ETF
$34.9M628.3K
0.9%
+6.7%
Added · +40K sh
22Ishares Ultra Short Duration Bond Active ETF
ETF
$34.6M684.4K
0.9%
+15%
Added · +88K sh
23Vanguard Intermediate-Term Bond ETF
ETF
$34.5M486.9K
0.9%
+0.9%
Added · +5K sh
24State Street SPDR Portfolio S&P 500 ETF
ETF
$34.0M443.7K
0.8%
−1.0%
Reduced · −5K sh
25Johnson & Johnson Com
Stock
$33.9M138.7K
0.8%
−0.6%
Reduced · −769 sh
26JPMorgan Chase & Co Com
Stock
$30.9M105.2K
0.8%
−2.4%
Reduced · −3K sh
27Vanguard Mid-Cap ETF
ETF
$30.6M106.4K
0.8%
+78%
Added · +46K sh
28RTX Corporation Com
Stock
$29.9M154.8K
0.7%
−2.0%
Reduced · −3K sh
29Vanguard Mid-Cap Value ETF
ETF
$29.6M184.4K
0.7%
+1.4%
Added · +3K sh
30Vanguard Dividend Appreciation ETF
ETF
$28.4M132.3K
0.7%
−0.5%
Reduced · −627 sh
31Abbvie Inc Com
Stock
$28.0M128.9K
0.7%
−0.7%
Reduced · −872 sh
32Vanguard Mid-Cap Growth ETF
ETF
$27.4M106.6K
0.7%
+12%
Added · +11K sh
33Ishares Core S&P 500 ETF
ETF
$26.5M40.6K
0.7%
−3.5%
Reduced · −1K sh
34Williams Cos Inc Com
Stock
$25.8M353.9K
0.6%
−0.1%
Reduced · −318 sh
35Eli Lilly & Co Com
Stock
$25.4M27.6K
0.6%
−3.4%
Reduced · −970 sh
36Home Depot Inc Com
Stock
$24.3M73.8K
0.6%
+27%
Added · +16K sh
37Merck & Co Inc Com
Stock
$24.2M201.2K
0.6%
−2.7%
Reduced · −6K sh
38Vanguard S&P 500 ETF
ETF
$24.0M40.1K
0.6%
+7.8%
Added · +3K sh
39Capital Group Dividend Value ETF
ETF
$23.8M560.5K
0.6%
−3.1%
Reduced · −18K sh
40Costco Wholesale Corporation Com
Stock
$22.1M22.2K
0.5%
−0.3%
Reduced · −74 sh
41Exxon Mobil Corp Com
Stock
$22.1M130.0K
0.5%
+0.6%
Added · +792 sh
42Neuberger Option Strategy ETF
ETF
$20.9M782.8K
0.5%
+1.8%
Added · +14K sh
43Invesco S&P 500 Equal Weight ETF
ETF
$20.8M108.2K
0.5%
+6.8%
Added · +7K sh
44Visa Inc Com CL A
Stock
$20.3M67.2K
0.5%
+1.1%
Added · +712 sh
45Vanguard High Dividend Yield Index ETF
ETF
$20.1M135.7K
0.5%
−0.9%
Reduced · −1K sh
46Ishares Core S&P Small Cap ETF
ETF
$19.5M156.7K
0.5%
+2.4%
Added · +4K sh
47United Rentals Inc Com
Stock
$19.1M26.2K
0.5%
−2.3%
Reduced · −628 sh
48Cisco Sys Inc Com
Stock
$19.0M244.8K
0.5%
−0.6%
Reduced · −2K sh
49Quanta Svcs Inc Com
Stock
$18.9M34.4K
0.5%
+0.6%
Added · +216 sh
50Mueller Inds Inc Com
Stock
$18.4M166.0K
0.5%
−2.8%
Reduced · −5K sh
Showing 50 of 985 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 29, 20261,357$4.0B13F-HR
Q4 2025Dec 31, 2025Feb 9, 20261,374$4.0B13F-HR
Q3 2025Sep 30, 2025Nov 10, 20251,373$3.9B13F-HR
Q2 2025Jun 30, 2025Aug 13, 20251,374$3.6B13F-HR
Q1 2025Mar 31, 2025May 9, 20251,331$3.2B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,247$3.1B13F-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. The performance line is a simulation of the disclosed long book, not an audited return.