IEQ CAPITAL, LLC - Portfolio overview

IEQ CAPITAL, LLC has 2212 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. RBLX - ROBLOX CORP, 6.01%
2. NVDA - NVIDIA CORPORATION, 4.10%
3. META - META PLATFORMS INC, 2.70%

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

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