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CARY STREET PARTNERS FINANCIAL LLC

CARY STREET PARTNERS FINANCIAL LLC is an Investment Adviser institutional filer with the SEC under CIK 1475045, reporting 1,085 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: VA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-17

Top 10 portfolio positions

The largest reported holdings in CARY STREET PARTNERS FINANCIAL LLC's most recent 13F filing, ranked by reported market value.

  1. VANGUARD VALUE ETF (VTV)
  2. APPLE INC COM (AAPL)
  3. VANGUARD GROWTH ETF (VUG)
  4. ALPHABET INC CAP STK CL C (GOOG)
  5. MICROSOFT CORP COM (MSFT)
  6. Fairlead Tactical Sector ETF (TACK)
  7. ISHARES MSCI EAFE GROWTH ETF (EFG)
  8. ISHARES MSCI EAFE VALUE ETF (EFV)
  9. TCW FLEXIBLE INCOME ETF (FLXR)
  10. VANGUARD SMALL-CAP ETF (VB)
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