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Freestone Capital Holdings, LLC

Freestone Capital Holdings, LLC is an Investment Adviser institutional filer with the SEC under CIK 1470876, reporting 584 portfolio positions, with 14 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: WA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-31

Top 10 portfolio positions

The largest reported holdings in Freestone Capital Holdings, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (IVV)
  2. VANGUARD TAX-MANAGED FDS (VEA)
  3. MICROSOFT CORP (MSFT)
  4. APPLE INC (AAPL)
  5. NVIDIA CORPORATION (NVDA)
  6. STATE STR SPDR S&P 500 ETF T (SPY)
  7. AMAZON COM INC (AMZN)
  8. ISHARES TR (AGG)
  9. VANGUARD BD INDEX FDS (BSV)
  10. VANGUARD INTL EQUITY INDEX F (VWO)
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