Blue Trust, Inc. Q4 2025 Filing

Filed January 16, 2026

Portfolio Value

$8.9B

Holdings

2,532

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,532 positions)

#StockSharesValue% PortfolioType
1
IEFISHARES TR
6,121,155$588.6M6.65%
2
ITOTISHARES TR
3,903,984$580.5M6.56%
3
QUALISHARES TR
2,701,754$536.6M6.06%
4
AKAFETF SER SOLUTIONS
7,991,472$527.8M5.96%
5
VBNDETF SER SOLUTIONS
10,649,856$470.4M5.32%
6
IPACISHARES TR
6,330,540$463.5M5.24%
7
IUSVISHARES TR
4,438,008$455.1M5.14%
8
VGITVANGUARD SCOTTSDALE FDS
6,270,129$375.8M4.25%
9
VIDIETF SER SOLUTIONS
10,084,705$340.0M3.84%
10
JMOMJ P MORGAN EXCHANGE TRADED F
4,683,934$319.2M3.61%
11
IUSGISHARES TR
1,870,642$314.2M3.55%
12
VGKVANGUARD INTL EQUITY INDEX F
3,744,138$313.0M3.54%
13
MTUMISHARES TR
1,242,390$311.0M3.51%
14
AGGISHARES TR
2,401,463$239.9M2.71%
15
VCITVANGUARD SCOTTSDALE FDS
2,596,496$217.5M2.46%
16
VOOVANGUARD INDEX FDS
315,339$197.8M2.23%
17
IEMGISHARES INC
2,464,405$165.7M1.87%
18
MBBISHARES TR
1,305,073$124.3M1.40%
19
VUSBVANGUARD BD INDEX FDS
1,945,049$96.9M1.10%
20
LLYELI LILLY & CO
85,153$91.5M1.03%
21
TDTFFLEXSHARES TR
3,721,664$89.2M1.01%
22
VGSHVANGUARD SCOTTSDALE FDS
1,500,850$88.1M1.00%
23
IAUMISHARES GOLD TR
1,750,234$75.2M0.85%
24
KOCOCA COLA CO
938,887$65.6M0.74%
25
ACWIISHARES TR
422,395$59.8M0.68%
26
MSFTMICROSOFT CORP
105,090$50.8M0.57%
27
VXFVANGUARD INDEX FDS
236,617$49.5M0.56%
28
AAPLAPPLE INC
173,464$47.2M0.53%
29
IAU*ISHARES GOLD TR
521,089$42.3M0.48%
30
IVVISHARES TR
57,016$39.1M0.44%
31
SCHZSCHWAB STRATEGIC TR
1,551,549$36.3M0.41%
32
BSVVANGUARD BD INDEX FDS
388,806$30.6M0.35%
33
GPNGLOBAL PMTS INC
381,140$29.5M0.33%
34
NVDANVIDIA CORPORATION
146,457$27.3M0.31%
35
IVEISHARES TR
109,641$23.3M0.26%
36
TPLTEXAS PACIFIC LAND CORPORATI
79,108$22.7M0.26%
37
IUSBISHARES TR
488,091$22.7M0.26%
38
AFLAFLAC INC
197,875$21.8M0.25%
39
DYNFBLACKROCK ETF TRUST
325,780$19.8M0.22%
40
IVWISHARES TR
144,409$17.8M0.20%
41
SGOLETFS GOLD TR
413,380$17.0M0.19%
42
AMZNAMAZON COM INC
71,113$16.4M0.19%
43
JPMJPMORGAN CHASE & CO.
46,512$15.0M0.17%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
29,785$15.0M0.17%
45
CATCATERPILLAR INC
25,869$14.8M0.17%
46
JNJJOHNSON & JOHNSON
66,358$13.7M0.16%
47
OEFISHARES TR
39,603$13.6M0.15%
48
EFVISHARES TR
189,143$13.5M0.15%
49
IWFISHARES TR
28,355$13.4M0.15%
50
GOOGLALPHABET INC
42,286$13.2M0.15%
51
TSMTAIWAN SEMICONDUCTOR MFG LTD
43,168$13.1M0.15%
52
AVGOBROADCOM INC
37,798$13.1M0.15%
53
XLESELECT SECTOR SPDR TR
278,478$12.4M0.14%
54
IWDISHARES TR
56,653$11.9M0.13%
55
VPLVANGUARD INTL EQUITY INDEX F
130,907$11.8M0.13%
56
XOMEXXON MOBIL CORP
96,170$11.6M0.13%
57
GOOGALPHABET INC
35,374$11.1M0.13%
58
HCAHCA HEALTHCARE INC
23,721$11.1M0.13%
59
GQ9SPDR GOLD TR
27,940$11.1M0.13%
60
ABBVABBVIE INC
45,482$10.4M0.12%
61
SPYSPDR S&P 500 ETF TR
15,159$10.3M0.12%
62
PGPROCTER AND GAMBLE CO
69,850$10.0M0.11%
63
METAMETA PLATFORMS INC
14,712$9.7M0.11%
64
HDHOME DEPOT INC
27,488$9.5M0.11%
65
VTIVANGUARD INDEX FDS
26,443$8.9M0.10%
66
VOOVVANGUARD ADMIRAL FDS INC
42,815$8.8M0.10%
67
SYU1SYNOVUS FINL CORP
169,851$8.5M0.10%
68
VTVVANGUARD INDEX FDS
43,774$8.4M0.09%
69
TLHISHARES TR
81,351$8.3M0.09%
70
WMTWALMART INC
72,547$8.1M0.09%
71
EMXCISHARES INC
109,317$7.9M0.09%
72
SOSOUTHERN CO
87,568$7.6M0.09%
73
BAIBLACKROCK ETF TRUST
225,884$7.5M0.08%
74
THROBLACKROCK ETF TRUST
188,483$7.3M0.08%
75
CBRECBRE GROUP INC
44,087$7.1M0.08%
76
ACWXISHARES TR
99,551$6.7M0.08%
77
NDQINVESCO QQQ TR
10,728$6.6M0.07%
78
TSLATESLA INC
14,374$6.5M0.07%
79
COSTCOSTCO WHSL CORP NEW
7,287$6.3M0.07%
80
CVXCHEVRON CORP NEW
40,962$6.2M0.07%
81
IBMINTERNATIONAL BUSINESS MACHS
21,064$6.2M0.07%
82
HONHONEYWELL INTL INC
31,533$6.2M0.07%
83
PPTYETF SER SOLUTIONS
203,662$6.1M0.07%
84
BNDVANGUARD BD INDEX FDS
81,955$6.1M0.07%
85
ORCLORACLE CORP
30,497$5.9M0.07%
86
PEPPEPSICO INC
41,172$5.9M0.07%
87
BCIABRDN ETFS
293,685$5.7M0.06%
88
AQLTISHARES TR
63,327$5.7M0.06%
89
GISGENERAL MLS INC
121,084$5.6M0.06%
90
TCBXTHIRD COAST BANCSHARES INC
147,082$5.6M0.06%
91
JQUAJ P MORGAN EXCHANGE TRADED F
87,253$5.5M0.06%
92
MMM3M CO
34,339$5.5M0.06%
93
VGLTVANGUARD SCOTTSDALE FDS
98,261$5.5M0.06%
94
ACNACCENTURE PLC IRELAND
20,135$5.4M0.06%
95
DFLVDIMENSIONAL ETF TRUST
154,185$5.3M0.06%
96
BINCBLACKROCK ETF TRUST II
98,301$5.2M0.06%
97
MRKMERCK & CO INC
48,619$5.1M0.06%
98
HIHILLENBRAND INC
160,517$5.1M0.06%
99
CHDCHURCH & DWIGHT CO INC
60,340$5.1M0.06%
100
VCSHVANGUARD SCOTTSDALE FDS
61,305$4.9M0.06%
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