Howe & Rusling Inc holds a diversified book of 479 stocks worth $1.7B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Broadcom Inc. Their largest long position is Vanguard Total Stock MKT ETF at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Howe & Rusling Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $16.5B |
| ASSETMARK, INC | 80 / 80 | $13.3B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $11.5B |
| NewEdge Advisors, LLC | 80 / 80 | $9.6B |
| &PARTNERS | 80 / 80 | $7.9B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $6.1B |
| D.A. DAVIDSON & CO. | 80 / 80 | $4.1B |
| Arax Advisory Partners | 80 / 80 | $3.9B |
Ranked by how many of Howe & Rusling Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $77.1M | 208.5K | 4.5% | ▲+8.1% Added · +16K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $64.4M | 86.0K | 3.7% | ▲+7.4% Added · +6K sh | |
| 3 | Ishares TR CORE S&P US GWT | $63.9M | 339.9K | 3.7% | ▲+0.3% Added · +1K sh | |
| 4 | JPMorgan Chase & Co COM | $62.2M | 189.9K | 3.6% | ▲+1.9% Added · +4K sh | |
| 5 | Broadcom Inc COM | $61.0M | 161.4K | 3.5% | ▼−0.1% Reduced · −212 sh | |
| 6 | Vanguard Scottsdale FDS INT-TERM CORP | $54.4M | 658.7K | 3.2% | ▲+5.6% Added · +35K sh | |
| 7 | Apple Inc COM | $48.5M | 167.6K | 2.8% | ▲+0.6% Added · +1K sh | |
| 8 | Ishares TR CORE S&P US VLU | $45.9M | 416.9K | 2.7% | ▲+16% Added · +58K sh | |
| 9 | Ishares TR INTRM GOV CR ETF | $43.7M | 412.0K | 2.5% | ▲+4.4% Added · +17K sh | |
| 10 | Nvidia Corporation COM | $36.7M | 183.7K | 2.1% | ▲+0.2% Added · +304 sh | |
| 11 | Microsoft Corp COM | $35.3M | 94.5K | 2.0% | ▲+5.1% Added · +5K sh | |
| 12 | Amazon Com Inc COM | $35.0M | 146.8K | 2.0% | ▲+0.1% Added · +231 sh | |
| 13 | Exxon Mobil Corp COM | $31.9M | 233.5K | 1.9% | ▼−0.5% Reduced · −1K sh | |
| 14 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $31.4M | 397.2K | 1.8% | ▲+7.7% Added · +28K sh | |
| 15 | Alphabet Inc CAP STK CL C | $25.6M | 72.3K | 1.5% | ▼−0.3% Reduced · −234 sh | |
| 16 | Abbvie Inc COM | $24.6M | 97.9K | 1.4% | ▲+12% Added · +11K sh | |
| 17 | Meta Platforms Inc CL A | $23.7M | 42.0K | 1.4% | ▲+1.0% Added · +406 sh | |
| 18 | NextEra Energy Inc COM | $23.6M | 269.1K | 1.4% | ▲+0.7% Added · +2K sh | |
| 19 | Caterpillar Inc COM | $21.9M | 20.5K | 1.3% | ▼−0.1% Reduced · −30 sh | |
| 20 | TJX Cos Inc New COM | $20.8M | 137.3K | 1.2% | ▲+0.6% Added · +782 sh | |
| 21 | Morgan Stanley COM NEW | $20.0M | 95.7K | 1.2% | ▲+1.1% Added · +1K sh | |
| 22 | Goldman Sachs Group Inc COM | $18.8M | 18.5K | 1.1% | ▲+1.4% Added · +265 sh | |
| 23 | Micron Technology Inc COM | $18.4M | 15.9K | 1.1% | ▼−15% Reduced · −3K sh | |
| 24 | Elevance Health Inc Formerly COM | $17.8M | 46.0K | 1.0% | ▲+19% Added · +7K sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $16.8M | 113.1K | 1.0% | ▲+14% Added · +14K sh | |
| 26 | Intercontinental Exchange In COM | $16.8M | 136.1K | 1.0% | ▼−0.1% Reduced · −209 sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $16.5M | 276.3K | 1.0% | ▲+21% Added · +49K sh | |
| 28 | Coca Cola Co COM | $16.4M | 201.4K | 0.9% | ▲+0.8% Added · +2K sh | |
| 29 | Vanguard Whitehall FDS HIGH DIV YLD | $16.2M | 102.3K | 0.9% | ▼−1.8% Reduced · −2K sh | |
| 30 | Kla Corp COM NEW | $15.9M | 52.6K | 0.9% | ▲10× Added · +47K sh | |
| 31 | Crowdstrike Hldgs Inc CL A | $15.6M | 20.4K | 0.9% | ▼−3.4% Reduced · −711 sh | |
| 32 | Philip Morris Intl Inc COM | $15.5M | 85.5K | 0.9% | ▼−28% Reduced · −34K sh | |
| 33 | Vanguard Scottsdale FDS INTER TERM TREAS | $15.1M | 256.8K | 0.9% | ▲+12% Added · +27K sh | |
| 34 | Visa Inc COM CL A | $14.3M | 41.8K | 0.8% | ▲+0.6% Added · +262 sh | |
| 35 | Bank Of Amer Corp COM | $14.2M | 249.6K | 0.8% | ▲+0.9% Added · +2K sh | |
| 36 | Union Pac Corp COM | $14.1M | 51.7K | 0.8% | ▲+1.4% Added · +730 sh | |
| 37 | Pepsico Inc COM | $13.8M | 102.0K | 0.8% | ▲+2.0% Added · +2K sh | |
| 38 | Honeywell Intl Inc COM | $13.6M | 60.7K | 0.8% | ▲New New position | |
| 39 | Honeywell Aerospace Inc COM | $13.4M | 60.8K | 0.8% | ▲New New position | |
| 40 | Stryker Corporation COM | $13.4M | 42.4K | 0.8% | ▲+31% Added · +10K sh | |
| 41 | McDonalds Corp COM | $13.2M | 48.8K | 0.8% | ▼~0% Reduced · −6 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $13.1M | 6.6K | 0.8% | ▼−0.6% Reduced · −39 sh | |
| 43 | Vanguard Index FDS MID CAP ETF | $12.6M | 156.7K | 0.7% | ▲+379% Added · +124K sh | |
| 44 | Vanguard World FD MEGA CAP VAL ETF | $12.5M | 76.6K | 0.7% | ▲+12% Added · +8K sh | |
| 45 | Applied Matls Inc COM | $12.4M | 17.2K | 0.7% | ▲+0.7% Added · +115 sh | |
| 46 | Caseys Gen Stores Inc COM | $12.3M | 15.5K | 0.7% | ▼−27% Reduced · −6K sh | |
| 47 | Amphenol Corp CL A | $11.8M | 67.0K | 0.7% | ▼−3.7% Reduced · −3K sh | |
| 48 | Dte Energy Co COM | $11.7M | 77.1K | 0.7% | ▲+1.0% Added · +746 sh | |
| 49 | Crown Hldgs Inc COM | $11.7M | 104.9K | 0.7% | ▲+1.8% Added · +2K sh | |
| 50 | General Dynamics Corp COM | $11.1M | 31.3K | 0.6% | ▲+1.8% Added · +556 sh |
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Use Arkolith to show HOWE & RUSLING INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.