D.A. DAVIDSON & CO. - Portfolio overview

D.A. DAVIDSON & CO. has 1675 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 6.63%
2. VUG - VANGUARD INDEX FDS, 4.77%
3. IXUS - ISHARES TR, 4.05%

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

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