Ballentine Partners, LLC - Portfolio Stock Holdings
Ballentine Partners, LLC disclosed 1083 stock positions in a recent SEC 13F filing. $7,083,474,778 of stock holdings were filed, with the largest holdings including VTI, IEFA, and ITOT. This filing represented positions held on March 31, 2026, and was filed on May 14, 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:
March 31, 2026No. of Stocks:
1083Est. Stock Holding Value:
$7,083,474,778Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ballentine Partners, LLC
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