@elixstocksdata.bsky.socialTD Waterhouse Canada – Q3 2026 13F Update
• Total Portfolio Value: $37.98B → $38.40B
• Number of Positions: 2,405 → 2,464
• Largest Holding: $TD (6% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialRKL Wealth Management – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (194 stocks)
• New Position: $XOM ($4M)
• Biggest Add: SPDR Series Trust (+13% shares)
• Sold Out: $XOM
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialHengehold Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (231 stocks)
• New Position: Ishares TR ($38M)
• Biggest Add: Invesco Exch TRD SLF IDX FD (+27% shares)
• Sold Out: Exxon Mobil
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialMcKinley Carter Wealth Services – Q3 2026 13F Update
• Total Portfolio Value: $1.94B → $1.96B
• Number of Positions: 322 → 330
• Largest Holding: Dimensional ETF Trust (8% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialVontobel – Q3 2026 13F Update
• Total Portfolio Value: $31.44B → $27.67B
• Number of Positions: 3,315 → 3,131
• Largest Holding: $NVDA (6% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialEagle Strategies – Q3 2026 13F Update
• Total Portfolio Value: $1.0B (267 stocks)
• New Position: Pimco ETF TR ($7M)
• Biggest Add: Vanguard BD Index FDS (+868% shares)
• Sold Out: Exxon Mobil
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialKWB Wealth – Q3 2026 13F Update
• Total Portfolio Value: $1.2B (178 stocks)
• New Position: Blackrock ETF Trust ($42M)
• Biggest Add: J P Morgan Exchange Traded F (+2504% shares)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialKintegral Advisory – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (233 stocks)
• New Position: $COKE ($15M)
• Biggest Add: $VMRK (+112% shares)
• Sold Out: $KO
• Largest Holding: $NVDA (10% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialAWM Capital – Q3 2026 13F Update
• Total Portfolio Value: $1.4B (127 stocks)
• New Position: Vanguard Instl Index FD ($28M)
• Biggest Add: Vanguard Instl Index FD (+98% shares)
• Sold Out: Dimensional ETF Trust
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialHoward Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $1.7B (144 stocks)
• New Position: iShares Semiconductor ETF ($29M)
• Biggest Add: $APH (+18647% shares)
• Sold Out: $IQV
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialPineStone Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $15.4B (43 stocks)
• New Position: $AVGO ($127M)
• Biggest Add: $KLAC (+11% shares)
• Sold Out: $FND
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialCounterpoint Mutual Funds – Q3 2026 13F Update
• Total Portfolio Value: $1.01B → $1.16B
• Number of Positions: 295 → 323
• Largest Holding: SPDR Series Trust (25% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialFrank, Rimerman Advisors – Q3 2026 13F Update
• Total Portfolio Value: $1.77B → $1.81B
• Number of Positions: 612 → 607
• Largest Holding: $NVDA (7% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialRobertson Stephens Wealth Management – Q3 2026 13F Update
• Total Portfolio Value: $4.06B → $4.14B
• Number of Positions: 645 → 639
• Largest Holding: Vanguard Index FDS (11% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialBirch Hill Investment Advisors – Q3 2026 13F Update
• Total Portfolio Value: $2.4B (219 stocks)
• New Position: $XOM ($11M)
• Biggest Add: $ADI (+19% shares)
• Sold Out: $IBIT
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialForbes J M & Co LLP – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (157 stocks)
• New Position: $XOM ($7M)
• Biggest Add: $SPCX (+181% shares)
• Sold Out: $XOM
• Largest Holding: $NVDA (7% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialGemmer Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $1.5B (189 stocks)
• New Position: Ishares TR ($75M)
• Biggest Add: SPDR Series Trust (+92% shares)
• Sold Out: SPDR Index SHS FDS
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialIFP Advisors – Q3 2026 13F Update
• Total Portfolio Value: $5.54B → $5.86B
• Number of Positions: 5,147 → 5,256
• Largest Holding: $AAPL (3% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialSteelPeak Wealth – Q3 2026 13F Update
• Total Portfolio Value: $3.86B → $4.07B
• Number of Positions: 643 → 702
• Largest Holding: $AAPL (7% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
@elixstocksdata.bsky.socialOnyx Bridge Wealth – Q3 2026 13F Update
• Total Portfolio Value: $1.11B → $1.14B
• Number of Positions: 497 → 520
• Largest Holding: Ishares TR (6% of portfolio)
• Filed: Oct 16 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.