Sound Income Strategies: Q3 2026 13F
Total: $2.23B → $2.24B
483 → 478 positions
Largest: $HTGC, 3% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Avity Investment Management: Q3 2026 portfolio changes
Total: $1.6B in 120 stocks
New: $DCI ($11M)
Added: $AMD (+70% shares)
Sold out: Exxon Mobil
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Valley Wealth Managers: Q3 2026 13F
Total: $1.73B → $1.76B
534 → 533 positions
Largest: $AAPL, 3% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Schaper Benz & Wise Investment Counsel Inc/WI: Q3 2026 portfolio changes
Total: $1.5B in 160 stocks
New: $SHEL ($244K)
Added: $SNPS (+104% shares)
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Trust Co: Q3 2026 13F
Total: $1.11B → $1.15B
908 → 915 positions
Largest: Ishares Trust Ishares 0-1 Year Treasury Bond ETF, 9% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Jacobs & Co/CA: Q3 2026 portfolio changes
Total: $1.2B in 132 stocks
New: $FTNT ($223K)
Added: $ISRG (+13% shares)
Sold out: ElectronicArtsInc
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Reinhart Partners: Q3 2026 portfolio changes
Total: $4.1B in 72 stocks
New: $IBP ($87M)
Added: $MOD (+76% shares)
Sold out: $AHCO
Largest: $SIMO, 6% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Oak Grove Capital: Q3 2026 13F
Total: $2.10B → $2.21B
337 → 341 positions
Largest: $MU, 17% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Armstrong Advisory: Q3 2026 13F
Total: $1.64B → $1.66B
987 → 1,041 positions
Largest: Ishares TR, 15% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Insight Wealth Strategies: Q3 2026 portfolio changes
Total: $1.0B in 194 stocks
New: Ishares TR ($22M)
Added: Legg Mason ETF Invt (+30% shares)
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Douglas Lane & Associates: Q3 2026 portfolio changes
Total: $7.5B in 246 stocks
New: Exxon Mobile ($69M)
Added: $SYK (+204% shares)
Sold out: Exxon Mobil
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Wedmont Private Capital: Q3 2026 13F
Total: $3.65B → $4.18B
954 → 1,008 positions
Largest: Vanguard Tax-managed FDS, 10% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Stephens Group Asset Management: Q3 2026 portfolio changes
Total: $1.8B in 26 stocks
Added: Ishares TR (+13% shares)
Largest: Vanguard Index FDS, 14% of the portfolio
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Atwood & Palmer: Q3 2026 13F
Total: $18.78B → $1.95B
495 → 496 positions
Largest: $GOOG, 4% of the portfolio
SEC Form 13F · filed Oct 8
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

CoreCap Advisors: Q3 2026 13F
Total: $3.39B → $3.48B
3,174 → 3,146 positions
Largest: Vanguard Morningstar Total Stock Market ETF, 5% of the portfolio
SEC Form 13F · filed Oct 8
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Sapient Capital: Q3 2026 13F
Total: $7.64B → $7.44B
396 → 392 positions
Largest: $LLY, 23% of the portfolio
SEC Form 13F · filed Oct 8
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Farther Finance Advisors: Q3 2026 13F
Total: $12.81B → $14.18B
6,021 → 6,201 positions
Largest: Ishares Core S&P 500 ETF, 5% of the portfolio
SEC Form 13F · filed Oct 8
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Border to Coast Pensions Partnership: Q3 2026 portfolio changes
Total: $7.3B in 89 stocks
New: $UBER ($34M)
Added: $NVDA (+13% shares)
Sold out: TopBuild
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Graves Light Lenhart Wealth: Q3 2026 portfolio changes
Total: $1.1B in 196 stocks
New: $XOM ($5M)
Added: Vanguard Malvern FDS (+197% shares)
Sold out: $XOM
SEC Form 13F · filed Oct 9
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.

Zevenbergen Capital Investments: Q3 2026 portfolio changes
Total: $4.4B in 118 stocks
New: $DASH ($3M)
Added: $MSFT (+66% shares)
Sold out: $PODD
SEC Form 13F · filed Oct 8
#13F #Investing

Visit for more info: www.elixstocks.com
Educational only. Not investment advice.