NOVARE CAPITAL MANAGEMENT LLC - Portfolio overview

NOVARE CAPITAL MANAGEMENT LLC has 219 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 5.18%
2. AAPL - APPLE INC, 4.35%
3. IVV - ISHARES TR, 3.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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