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IEQ CAPITAL, LLC - Portfolio Stock Holdings

IEQ CAPITAL, LLC disclosed 2084 stock positions in a recent SEC 13F filing. $21,069,589,931 of stock holdings were filed, with the largest holdings including RBLX, NVDA, and AAPL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $56,765,635,111 and has 266 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

2084

Est. Stock Holding Value:

$21,069,589,931

Top Stock Holdings By Sector

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Portfolio Stock Holdings - IEQ CAPITAL, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - IEQ CAPITAL, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.