Freestone Capital Holdings, LLC - Portfolio overview

Freestone Capital Holdings, LLC has 606 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.47%
2. VEA - VANGUARD TAX-MANAGED FDS, 5.65%
3. MSFT - MICROSOFT CORP, 4.98%

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

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