Ballentine Partners, LLC - Portfolio Stock Holdings
Ballentine Partners, LLC disclosed 1121 stock positions in a recent SEC 13F filing. $8,180,527,060 of stock holdings were filed, with the largest holdings including VTI, IEFA, and ITOT. This filing represented positions held on June 30, 2026, and was filed on July 17, 2026.We estimate the fund has a total AUM of $15,316,738,538 and has 125 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1121Est. Stock Holding Value:
$8,180,527,060Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ballentine Partners, LLC
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