Arkolith/Funds/LOWE BROCKENBROUGH & CO INC

LOWE BROCKENBROUGH & CO INC

CIK: 22657Q1 2026
Active Filer
Portfolio Value
$2.0B
Positions
336
New Buys
4
7 sold
Changes
51 ↑ / 185 ↓

Top HoldingsQ1 2026

336 total positions
#SecurityValueShares% PortChangeΔ Shares
1ISHARES TR
CORE S&P500 ETF
$169.0M258.8K8.4%
REDUCED
-31,931
2ISHARES TR
MSCI ACWI ETF
$88.7M641.2K4.4%
REDUCED
-7,775
3APPLE INC
COM
$71.0M279.9K3.5%
ADDED
+2.9K
4ISHARES TR
CORE MSCI TOTAL
$63.7M735.5K3.2%
ADDED
+29.7K
5VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
$58.5M913.2K2.9%
ADDED
+40.0K
6MICROSOFT CORP
COM
$55.7M150.5K2.8%
ADDED
+10.3K
7ISHARES TR
CORE US AGGBD ET
$48.0M483.7K2.4%
ADDED
+38.5K
8ALPHABET INC
CAP STK CL C
$45.2M157.5K2.3%
ADDED
+2.2K
9SCHWAB STRATEGIC TR
US LCAP GR ETF
$45.1M1.55M2.2%
ADDED
+1.07M
10ISHARES TR
CORE S&P MCP ETF
$43.3M641.7K2.2%
ADDED
+35.0K
11JPMORGAN CHASE & CO
COM
$40.7M138.5K2.0%
ADDED
+141
12NVIDIA CORPORATION
COM
$38.4M220.1K1.9%
ADDED
+3.0K
13ISHARES TR
CORE S&P SCP ETF
$32.9M264.6K1.6%
ADDED
+8.2K
14EXXON MOBIL CORP
COM
$32.8M193.0K1.6%
REDUCED
-9,104
15ISHARES INC
CORE MSCI EMKT
$31.3M449.4K1.6%
ADDED
+10.8K
16AMAZON COM INC
COM
$29.9M143.5K1.5%
ADDED
+1.6K
17CHEVRON CORPORATION
COM
$27.1M131.2K1.4%
ADDED
+123
18SCHWAB STRATEGIC TR
US LRG CAP ETF
$23.8M926.4K1.2%
REDUCED
-18,592
19BROADCOM INC
COM
$23.7M76.7K1.2%
REDUCED
-1,646
20VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
$23.3M397.8K1.2%
ADDED
+40.1K
21META PLATFORMS INC
CL A
$22.6M39.5K1.1%
ADDED
+1.2K
22ALPHABET INC
CAP STK CL A
$22.4M78.0K1.1%
REDUCED
-1,122
23VANGUARD BD INDEX FDS
VANGUARD ULTRA
$21.7M435.0K1.1%
ADDED
+26.3K
24VANGUARD WORLD FD
INF TECH ETF
$20.5M29.5K1.0%
ADDED
+125
25CISCO SYS INC
COM
$20.5M263.8K1.0%
REDUCED
-694
Showing top 25 of 336 positions

Filing History

Q1 2026329 pos
$2.0B
Q4 2025332 pos
$2.0B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 7, 2026