COLDSTREAM CAPITAL MANAGEMENT INC - Portfolio overview

COLDSTREAM CAPITAL MANAGEMENT INC has 1339 reported holdings in this dataset, with the latest filing dated 2026-05-08.

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. HEFA - ISHARES TR, 5.04%
2. VOO - VANGUARD INDEX FDS, 4.65%
3. DFAI - DIMENSIONAL ETF TRUST, 4.35%

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

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