OKABENA INVESTMENT SERVICES INC - Portfolio overview

OKABENA INVESTMENT SERVICES INC has 163 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 Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VEA - Vanguard Ftse Developed Markets Etf, 6.58%
2. VOO - Vanguard S&P 500 Etf, 6.56%
3. IVV - Ishares Core S&P 500 Etf, 6.11%

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

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