Ballentine Partners, LLC Q4 2025 Filing
Filed February 3, 2026
Portfolio Value
$7.1M
Holdings
1,009
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,009 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $1.9M |
AQLTISHARES TR | $572K |
ITOTISHARES TR | $481K |
VEAVANGUARD TAX-MANAGED FDS | $308K |
IEMGISHARES INC | $273K |
IVVISHARES TR | $251K |
SPYSPDR S&P 500 ETF TR | $155K |
VWOVANGUARD INTL EQUITY INDEX F | $150K |
IGFISHARES TR | $146K |
VNQVANGUARD INDEX FDS | $133K |
VVVANGUARD INDEX FDS | $123K |
AAPLAPPLE INC | $103K |
MSFTMICROSOFT CORP | $94K |
NVDANVIDIA CORPORATION | $89K |
SCHBSCHWAB STRATEGIC TR | $84K |
IWBISHARES TR | $78K |
IJHISHARES TR | $77K |
VNQIVANGUARD INTL EQUITY INDEX F | $69K |
VOOVANGUARD INDEX FDS | $64K |
GOOGLALPHABET INC | $51K |
IWVISHARES TR | $51K |
AMZNAMAZON COM INC | $43K |
IJRISHARES TR | $43K |
VIGVANGUARD SPECIALIZED FUNDS | $42K |
VGKVANGUARD INTL EQUITY INDEX F | $39K |
SPDWSPDR INDEX SHS FDS | $39K |
METAMETA PLATFORMS INC | $39K |
EFAISHARES TR | $38K |
AVGOBROADCOM INC | $34K |
GOOGALPHABET INC | $34K |
JPMJPMORGAN CHASE & CO. | $31K |
MUMICRON TECHNOLOGY INC | $27K |
VPLVANGUARD INTL EQUITY INDEX F | $27K |
JUSTGOLDMAN SACHS ETF TR | $25K |
IWFISHARES TR | $24K |
SPEMSPDR INDEX SHS FDS | $23K |
SCZISHARES TR | $23K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $22K |
SCHESCHWAB STRATEGIC TR | $22K |
TSLATESLA INC | $21K |
LLYELI LILLY & CO | $21K |
VOVANGUARD INDEX FDS | $19K |
CRCLCIRCLE INTERNET GROUP INC | $18K |
NDQINVESCO QQQ TR | $18K |
VEUVANGUARD INTL EQUITY INDEX F | $17K |
IEURISHARES TR | $17K |
GQ9SPDR GOLD TR | $16K |
MAMASTERCARD INCORPORATED | $14K |
VVISA INC | $14K |
XLRESELECT SECTOR SPDR TR | $14K |
VXFVANGUARD INDEX FDS | $13K |
VBVANGUARD INDEX FDS | $12K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $12K |
IAU*ISHARES GOLD TR | $12K |
JNJJOHNSON & JOHNSON | $12K |
DWDMORGAN STANLEY | $11K |
ABBVABBVIE INC | $9K |
EWJISHARES INC | $9K |
CTVACORTEVA INC | $9K |
HDHOME DEPOT INC | $9K |
LRCXLAM RESEARCH CORP | $9K |
WMTWALMART INC | $9K |
AXPAMERICAN EXPRESS CO | $8K |
COSTCOSTCO WHSL CORP NEW | $8K |
BACBANK AMERICA CORP | $8K |
GSGOLDMAN SACHS GROUP INC | $8K |
VTVVANGUARD INDEX FDS | $8K |
BNDVANGUARD BD INDEX FDS | $8K |
MCKMCKESSON CORP | $8K |
AMDADVANCED MICRO DEVICES INC | $7K |
IWMISHARES TR | $7K |
ICFISHARES TR | $7K |
XOMEXXON MOBIL CORP | $7K |
PGPROCTER AND GAMBLE CO | $7K |
EEMISHARES TR | $7K |
CSCOCISCO SYS INC | $7K |
NFLXNETFLIX INC | $6K |
HUBSHUBSPOT INC | $6K |
RBLXROBLOX CORP | $6K |
ABTABBOTT LABS | $6K |
ORCLORACLE CORP | $6K |
IBMINTERNATIONAL BUSINESS MACHS | $6K |
GEGE AEROSPACE | $6K |
IWDISHARES TR | $6K |
MCOMOODYS CORP | $6K |
RTXRTX CORPORATION | $6K |
MCDMCDONALDS CORP | $6K |
ACWIISHARES TR | $6K |
CRMSALESFORCE INC | $6K |
UNHUNITEDHEALTH GROUP INC | $6K |
APPAPPLOVIN CORP | $5K |
CVXCHEVRON CORP NEW | $5K |
ASMLASML HOLDING N V | $5K |
HYGISHARES TR | $5K |
TJXTJX COS INC NEW | $5K |
AFRMAFFIRM HLDGS INC | $5K |
ADPAUTOMATIC DATA PROCESSING IN | $5K |
ACWXISHARES TR | $5K |
MRKMERCK & CO INC | $5K |
JSTCTIDAL TRUST I | $5K |
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