CAPTRUST FINANCIAL ADVISORS - Portfolio overview

CAPTRUST FINANCIAL ADVISORS has 3090 reported holdings in this dataset, with the latest filing dated 2026-05-15.

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. IVV - ISHARES CORE S&P 500 ETF, 4.90%
2. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 3.61%
3. AAPL - APPLE INC COM, 3.45%

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

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