Raleigh Capital Management
Latest statistics and disclosures from Raleigh Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, FISR, IVV, XLSR, SPEM, and represent 17.95% of Raleigh Capital Management's stock portfolio.
- Added to shares of these 10 stocks: IVV, JNK, SPY, IEF, SPTL, RF, ADP, MDT, AAPL, CORO.
- Started 12 new stock positions in GGOV, IDEV, NBIX, FLEX, PZA, CCL, TEAM, BX, FDXF, HDV. IALT, BCIL.
- Reduced shares in these 10 stocks: SPDW, SPAB, , SHY, BMO, TFC, IBB, QUAL, EFV, HBAN.
- Sold out of its positions in AGCO, AES, ACIW, WMS, AVAV, BABA, ALGN, ABEV, AIG, ABCB.
- Raleigh Capital Management was a net buyer of stock by $3.5M.
- Raleigh Capital Management has $313M in assets under management (AUM), dropping by 8.13%.
- Central Index Key (CIK): 0001911726
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Portfolio Holdings for Raleigh Capital Management
Raleigh Capital Management holds 610 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Raleigh Capital Management has 610 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Raleigh Capital Management June 30, 2026 positions
- Download the Raleigh Capital Management June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.2 | $16M | +18% | 22k | 746.79 |
|
| Ssga Active Tr St Str Secto Etf (FISR) | 4.0 | $13M | -5% | 491k | 25.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $9.8M | +62% | 13k | 748.91 |
|
| Ssga Active Tr State Street Us (XLSR) | 3.1 | $9.7M | 149k | 64.86 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 2.5 | $7.7M | +12% | 150k | 51.78 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $7.7M | 39k | 200.09 |
|
|
| Apple (AAPL) | 2.4 | $7.6M | +15% | 26k | 289.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $6.3M | 18k | 357.37 |
|
|
| Spdr Series Trust St Bloo High Etf (JNK) | 1.6 | $5.0M | +145% | 52k | 96.37 |
|
| Microsoft Corporation (MSFT) | 1.5 | $4.8M | 13k | 373.02 |
|
|
| Abbvie (ABBV) | 1.5 | $4.6M | +17% | 18k | 251.64 |
|
| Amazon (AMZN) | 1.4 | $4.3M | 18k | 238.34 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.3 | $4.2M | -39% | 83k | 50.39 |
|
| Spdr Series Trust State Stret Spdr (CERY) | 1.2 | $3.9M | +6% | 117k | 33.43 |
|
| Broadcom (AVGO) | 1.2 | $3.6M | +13% | 9.6k | 377.73 |
|
| Us Bancorp Com New (USB) | 1.1 | $3.5M | 58k | 60.40 |
|
|
| Verizon Communications (VZ) | 1.0 | $3.1M | +18% | 74k | 42.34 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 1.0 | $3.1M | +103% | 118k | 26.23 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.0 | $3.0M | -2% | 52k | 57.67 |
|
| Enbridge (ENB) | 1.0 | $3.0M | +2% | 55k | 54.21 |
|
| Philip Morris International (PM) | 0.9 | $2.9M | -2% | 16k | 180.92 |
|
| PNC Financial Services (PNC) | 0.9 | $2.9M | -14% | 12k | 246.22 |
|
| Meta Platforms Cl A (META) | 0.9 | $2.8M | -7% | 4.9k | 563.25 |
|
| Pfizer (PFE) | 0.9 | $2.8M | +13% | 115k | 24.08 |
|
| Prologis (PLD) | 0.9 | $2.7M | +2% | 20k | 135.47 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.9 | $2.7M | +11% | 63k | 42.66 |
|
| FirstEnergy (FE) | 0.9 | $2.7M | +10% | 57k | 47.54 |
|
| Spdr Series Trust St Str Usd Etf (EMHC) | 0.8 | $2.6M | +6% | 103k | 25.44 |
|
| Paychex (PAYX) | 0.8 | $2.6M | +3% | 27k | 98.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.5M | -11% | 6.9k | 368.38 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $2.5M | -3% | 18k | 137.53 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.8 | $2.5M | -10% | 41k | 61.76 |
|
| Spdr Series Trust State Stret Spdr (TIPX) | 0.8 | $2.5M | +8% | 131k | 18.93 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.8 | $2.5M | +8% | 61k | 40.29 |
|
| Totalenergies Se Act (TTE) | 0.8 | $2.5M | -24% | 32k | 77.76 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.8 | $2.4M | 36k | 68.01 |
|
|
| Medtronic SHS (MDT) | 0.8 | $2.4M | +122% | 30k | 78.23 |
|
| Wec Energy Group (WEC) | 0.7 | $2.3M | +21% | 20k | 116.77 |
|
| Spdr Series Trust St Long Bd Etf (SPLB) | 0.7 | $2.3M | +4% | 102k | 22.40 |
|
| American Tower Reit (AMT) | 0.7 | $2.3M | 14k | 163.56 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.7 | $2.2M | +10% | 26k | 82.87 |
|
| Pepsi (PEP) | 0.7 | $2.1M | 16k | 135.40 |
|
|
| Amcor Com New (AMCR) | 0.7 | $2.1M | -3% | 49k | 43.35 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $2.1M | -18% | 9.2k | 227.06 |
|
| Chevron Corporation (CVX) | 0.7 | $2.1M | -24% | 13k | 165.76 |
|
| Tc Energy Corp (TRP) | 0.6 | $2.0M | 31k | 66.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.0M | -2% | 1.7k | 1199.29 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.6 | $2.0M | 30k | 67.56 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $2.0M | -25% | 24k | 82.84 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $1.9M | +2043900% | 20k | 94.57 |
|
| Merck & Co (MRK) | 0.6 | $1.9M | 15k | 128.50 |
|
|
| Cme (CME) | 0.6 | $1.9M | +4% | 8.4k | 220.84 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.8M | 4.1k | 433.35 |
|
|
| Amphenol Corp Cl A (APH) | 0.6 | $1.7M | +71% | 9.8k | 176.31 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $1.7M | 14k | 126.58 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.7M | -6% | 5.1k | 327.35 |
|
| Altria (MO) | 0.5 | $1.6M | +29% | 23k | 71.95 |
|
| PPL Corporation (PPL) | 0.5 | $1.6M | +24% | 45k | 36.35 |
|
| Spdr Index Shs Fds St Intl Cap Etf (GWX) | 0.5 | $1.6M | +3% | 36k | 43.76 |
|
| Unilever Spon Adr New (UL) | 0.5 | $1.6M | 26k | 60.12 |
|
|
| Regions Financial Corporation (RF) | 0.5 | $1.6M | +304823% | 52k | 30.20 |
|
| Cisco Systems (CSCO) | 0.5 | $1.5M | -16% | 13k | 117.46 |
|
| Automatic Data Processing (ADP) | 0.5 | $1.5M | +722% | 6.7k | 223.95 |
|
| Tesla Motors (TSLA) | 0.5 | $1.5M | +2% | 3.5k | 420.65 |
|
| Kimco Realty Corporation (KIM) | 0.5 | $1.5M | 58k | 25.35 |
|
|
| Amgen (AMGN) | 0.5 | $1.5M | 4.0k | 362.15 |
|
|
| Parker-Hannifin Corporation (PH) | 0.5 | $1.4M | 1.4k | 977.93 |
|
|
| Spdr Series Trust Sst Spdr Bloombe (EBND) | 0.4 | $1.3M | +6% | 64k | 20.92 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $1.3M | +4% | 10k | 124.42 |
|
| Visa Com Cl A (V) | 0.4 | $1.3M | 3.8k | 343.09 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.4 | $1.3M | +167% | 12k | 100.67 |
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $1.2M | 11k | 109.77 |
|
|
| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.4 | $1.2M | -23% | 23k | 52.72 |
|
| Dell Technologies CL C (DELL) | 0.4 | $1.2M | +160% | 2.7k | 431.45 |
|
| Principal Financial (PFG) | 0.4 | $1.2M | +38% | 11k | 107.78 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $1.2M | 20k | 57.84 |
|
|
| Southern Company (SO) | 0.4 | $1.1M | 12k | 95.71 |
|
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.4 | $1.1M | +55% | 24k | 46.15 |
|
| Wal-Mart Stores (WMT) | 0.3 | $1.1M | 9.6k | 113.26 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.3 | $1.1M | -8% | 7.3k | 144.61 |
|
| Caterpillar (CAT) | 0.3 | $1.0M | -38% | 979.00 | 1064.54 |
|
| Truist Financial Corp equities (TFC) | 0.3 | $1.0M | -55% | 21k | 49.82 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.0M | 7.0k | 146.65 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.3 | $1.0M | -23% | 3.0k | 342.84 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.3 | $1.0M | -70% | 40k | 25.52 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.0M | -4% | 12k | 82.64 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.3 | $955k | +1188% | 26k | 36.60 |
|
| Johnson & Johnson (JNJ) | 0.3 | $947k | 3.7k | 253.96 |
|
|
| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.3 | $943k | +8% | 19k | 50.37 |
|
| Servicenow (NOW) | 0.3 | $941k | 9.5k | 99.28 |
|
|
| Sterling Cap Fds Cap Hedged Eqt P (SCEP) | 0.3 | $939k | +13% | 38k | 25.00 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $931k | +2% | 3.7k | 254.50 |
|
| Xcel Energy (XEL) | 0.3 | $921k | -34% | 12k | 80.30 |
|
| Datadog Cl A Com (DDOG) | 0.3 | $880k | +30% | 3.4k | 260.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $861k | +13% | 8.9k | 96.58 |
|
| Home Depot (HD) | 0.3 | $852k | -5% | 2.4k | 352.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $833k | +466% | 9.7k | 86.14 |
|
| Realty Income (O) | 0.3 | $822k | -18% | 13k | 61.96 |
|
| Blackrock Etf Trust Ishares Defense (IDEF) | 0.3 | $817k | +17% | 26k | 31.78 |
|
| Hershey Company (HSY) | 0.3 | $814k | +1543% | 4.6k | 175.46 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $799k | -5% | 11k | 71.25 |
|
| Darden Restaurants (DRI) | 0.2 | $782k | +126500% | 3.8k | 206.01 |
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| Sterling Cap Fds Capital Multi (SCMC) | 0.2 | $769k | +28% | 31k | 25.13 |
|
| Goldman Sachs (GS) | 0.2 | $761k | +5% | 753.00 | 1011.17 |
|
| American Express Company (AXP) | 0.2 | $761k | -4% | 2.3k | 338.18 |
|
| Analog Devices (ADI) | 0.2 | $760k | +5% | 1.9k | 397.13 |
|
| Advanced Micro Devices (AMD) | 0.2 | $758k | +273% | 1.3k | 580.91 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $752k | NEW | 27k | 27.41 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $744k | -56% | 9.7k | 76.55 |
|
| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.2 | $724k | -37% | 17k | 43.11 |
|
| Oracle Corporation (ORCL) | 0.2 | $707k | +28% | 4.8k | 146.55 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $687k | +3% | 1.3k | 513.79 |
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| Ge Aerospace Com New (GE) | 0.2 | $681k | +4% | 1.8k | 373.82 |
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| Applied Materials (AMAT) | 0.2 | $681k | -4% | 941.00 | 723.32 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $662k | -10% | 7.5k | 87.88 |
|
| Coca-Cola Company (KO) | 0.2 | $653k | -55% | 8.0k | 81.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $635k | -3% | 1.9k | 334.74 |
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| Micron Technology (MU) | 0.2 | $623k | +5300% | 540.00 | 1154.47 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $610k | -5% | 2.8k | 217.95 |
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| Blackrock (BLK) | 0.2 | $601k | 625.00 | 961.43 |
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| MetLife (MET) | 0.2 | $588k | 7.0k | 84.61 |
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| ConocoPhillips (COP) | 0.2 | $582k | 5.6k | 103.97 |
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| L3harris Technologies (LHX) | 0.2 | $581k | -9% | 2.0k | 290.58 |
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| Uber Technologies (UBER) | 0.2 | $567k | 7.9k | 72.16 |
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| Costco Wholesale Corporation (COST) | 0.2 | $558k | +4% | 596.00 | 935.64 |
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| TJX Companies (TJX) | 0.2 | $550k | -8% | 3.6k | 151.49 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $550k | +2391% | 1.8k | 298.14 |
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| Emcor (EME) | 0.2 | $535k | +2% | 644.00 | 829.97 |
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| Iqvia Holdings (IQV) | 0.2 | $533k | -2% | 2.8k | 193.20 |
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| Delta Air Lines Com New (DAL) | 0.2 | $525k | -52% | 5.6k | 93.67 |
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| Doordash Cl A (DASH) | 0.2 | $514k | 2.8k | 184.53 |
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| Cummins (CMI) | 0.2 | $511k | 716.00 | 713.11 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $503k | +202% | 5.3k | 95.44 |
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| Qualcomm (QCOM) | 0.2 | $502k | -5% | 2.7k | 184.78 |
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| Kinder Morgan (KMI) | 0.2 | $493k | 15k | 31.97 |
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| CSX Corporation (CSX) | 0.2 | $489k | 10k | 47.53 |
|
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| Bank of America Corporation (BAC) | 0.2 | $480k | 8.4k | 56.98 |
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| General Dynamics Corporation (GD) | 0.2 | $477k | -3% | 1.3k | 354.16 |
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| Pulte (PHM) | 0.2 | $474k | -2% | 3.5k | 137.23 |
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| Prudential Financial (PRU) | 0.1 | $464k | 4.3k | 107.92 |
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| McDonald's Corporation (MCD) | 0.1 | $458k | -2% | 1.7k | 270.36 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $456k | -32% | 5.2k | 87.04 |
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| Walt Disney Company (DIS) | 0.1 | $456k | +95% | 4.7k | 96.25 |
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| RBC Bearings Incorporated (RBC) | 0.1 | $454k | +5% | 705.00 | 644.06 |
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| International Business Machines (IBM) | 0.1 | $452k | 1.6k | 281.28 |
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| Fifth Third Ban (FITB) | 0.1 | $449k | 8.0k | 56.37 |
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| Linde SHS (LIN) | 0.1 | $449k | 865.00 | 518.90 |
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| Diamondback Energy (FANG) | 0.1 | $443k | -3% | 2.5k | 175.76 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $442k | -3% | 6.1k | 72.51 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $424k | -12% | 4.7k | 90.78 |
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| SLB Com Stk (SLB) | 0.1 | $422k | -12% | 9.1k | 46.49 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $418k | -2% | 1.8k | 237.32 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $406k | +3024% | 2.8k | 146.13 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $404k | +47% | 18k | 22.78 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $390k | 9.4k | 41.62 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $380k | -14% | 8.3k | 45.75 |
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| McKesson Corporation (MCK) | 0.1 | $377k | 498.00 | 756.31 |
|
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $372k | -5% | 7.7k | 48.43 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $369k | -55% | 3.4k | 107.62 |
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| SYSCO Corporation (SYY) | 0.1 | $369k | +3% | 4.4k | 83.58 |
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| Citigroup Com New (C) | 0.1 | $368k | -4% | 2.6k | 139.98 |
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| American Electric Power Company (AEP) | 0.1 | $356k | -3% | 2.6k | 136.82 |
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| Cardinal Health (CAH) | 0.1 | $356k | +4% | 1.5k | 237.62 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $353k | 1.5k | 229.56 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $349k | -3% | 2.2k | 155.98 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $348k | -5% | 4.5k | 77.91 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $342k | +45% | 3.6k | 94.51 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $338k | +56% | 3.0k | 114.18 |
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| Carnival Corp Common Shares (CCL) | 0.1 | $336k | NEW | 12k | 28.57 |
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| UnitedHealth (UNH) | 0.1 | $332k | 798.00 | 415.52 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $319k | +11% | 2.7k | 116.69 |
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| T Rowe Price Exchange-traded Small Mid Cap (TMSL) | 0.1 | $319k | -12% | 7.3k | 43.85 |
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| At&t (T) | 0.1 | $316k | 15k | 20.70 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $316k | -11% | 3.3k | 95.61 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $315k | -6% | 3.1k | 100.34 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $308k | 604.00 | 509.14 |
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| Smucker J M Com New (SJM) | 0.1 | $300k | 2.7k | 112.50 |
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| Howmet Aerospace (HWM) | 0.1 | $294k | +4% | 1.1k | 268.76 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $289k | -5% | 4.8k | 59.69 |
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| Allstate Corporation (ALL) | 0.1 | $284k | +4% | 1.2k | 237.92 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $284k | -11% | 11k | 26.52 |
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| Public Service Enterprise (PEG) | 0.1 | $279k | 3.4k | 81.16 |
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| CenterPoint Energy (CNP) | 0.1 | $271k | 6.2k | 44.04 |
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| Morgan Stanley Com New (MS) | 0.1 | $270k | 1.3k | 209.12 |
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| Gilead Sciences (GILD) | 0.1 | $255k | 2.0k | 126.31 |
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| Ross Stores (ROST) | 0.1 | $254k | +3% | 1.2k | 212.94 |
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| Ball Corporation (BALL) | 0.1 | $248k | 4.0k | 62.40 |
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| Arista Networks Com Shs (ANET) | 0.1 | $248k | +11% | 1.5k | 169.88 |
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| Ea Series Trust Ast Equ Kin Etf (ROE) | 0.1 | $240k | -15% | 5.6k | 42.63 |
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| Fortinet (FTNT) | 0.1 | $240k | +11923% | 1.6k | 153.62 |
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| Monster Beverage Corp (MNST) | 0.1 | $240k | +9% | 2.5k | 96.12 |
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| Boston Scientific Corporation (BSX) | 0.1 | $230k | -7% | 5.4k | 42.68 |
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| Roku Com Cl A (ROKU) | 0.1 | $220k | +4% | 1.6k | 138.11 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.1 | $217k | NEW | 7.7k | 28.05 |
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| Cigna Corp (CI) | 0.1 | $217k | -7% | 786.00 | 275.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $207k | -4% | 684.00 | 303.10 |
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| Wp Carey (WPC) | 0.1 | $202k | 2.8k | 71.51 |
|
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| Becton, Dickinson and (BDX) | 0.1 | $201k | -5% | 1.3k | 151.38 |
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| Phillips 66 (PSX) | 0.1 | $200k | +6% | 1.2k | 169.07 |
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| Crown Castle Intl (CCI) | 0.1 | $200k | 2.6k | 75.74 |
|
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| First Tr Exchange-traded SHS (QTEC) | 0.1 | $198k | 591.00 | 334.72 |
|
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $196k | +30% | 983.00 | 199.77 |
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| AmerisourceBergen (COR) | 0.1 | $196k | +7% | 694.00 | 282.82 |
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| Citizens Financial (CFG) | 0.1 | $194k | 2.8k | 70.06 |
|
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| Barings Bdc (BBDC) | 0.1 | $193k | 23k | 8.52 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $192k | +13% | 3.3k | 58.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $184k | -16% | 519.00 | 353.49 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $178k | NEW | 2.3k | 77.79 |
|
| Abbott Laboratories (ABT) | 0.1 | $176k | -2% | 1.9k | 90.76 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $176k | 442.00 | 397.68 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $170k | -5% | 3.6k | 46.80 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $167k | -5% | 2.4k | 68.94 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $166k | -5% | 2.2k | 76.71 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $164k | 7.9k | 20.86 |
|
|
| Ishares Tr Long Term Muni (LMUB) | 0.1 | $163k | -22% | 3.2k | 51.22 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $162k | -2% | 6.6k | 24.55 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $155k | -4% | 3.5k | 44.53 |
|
| Danaher Corporation (DHR) | 0.0 | $155k | 813.00 | 190.56 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $148k | +219% | 697.00 | 212.92 |
|
| Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV) | 0.0 | $148k | NEW | 2.9k | 50.29 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $148k | -2% | 2.1k | 69.65 |
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.0 | $142k | +12% | 4.4k | 31.99 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $139k | 462.00 | 300.26 |
|
|
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $132k | 2.8k | 47.15 |
|
|
| Intel Corporation (INTC) | 0.0 | $131k | 939.00 | 139.67 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $131k | +39% | 4.9k | 26.50 |
|
| Spdr Index Shs Fds St Str Sp Glbdiv (WDIV) | 0.0 | $130k | +13% | 1.6k | 79.92 |
|
| Peak (DOC) | 0.0 | $129k | 6.0k | 21.40 |
|
|
| Encana Corporation (OVV) | 0.0 | $125k | -3% | 2.4k | 52.65 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $125k | -89% | 568.00 | 219.44 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.0 | $122k | -11% | 5.9k | 20.78 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $114k | +18% | 2.4k | 48.11 |
|
| Corning Incorporated (GLW) | 0.0 | $110k | -29% | 431.00 | 255.26 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $108k | +40% | 567.00 | 189.80 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $107k | -2% | 991.00 | 107.53 |
|
| Capital One Financial (COF) | 0.0 | $106k | -13% | 528.00 | 200.53 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $105k | -2% | 766.00 | 136.95 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $104k | +23% | 1.4k | 75.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $103k | 140.00 | 734.03 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $99k | -63% | 795.00 | 124.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $96k | +301% | 1.2k | 80.60 |
|
| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 0.0 | $95k | -12% | 3.1k | 30.61 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $92k | 11k | 8.14 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $90k | +25% | 2.8k | 32.74 |
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 0.0 | $89k | -65% | 2.9k | 30.85 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.0 | $87k | 2.7k | 32.50 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $85k | +12% | 1.5k | 55.18 |
|
| Nextera Energy (NEE) | 0.0 | $84k | -9% | 959.00 | 87.80 |
|
| Hartford Financial Services (HIG) | 0.0 | $82k | 618.00 | 132.49 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $80k | +31% | 3.1k | 25.56 |
|
Past Filings by Raleigh Capital Management
SEC 13F filings are viewable for Raleigh Capital Management going back to 2021
- Raleigh Capital Management 2026 Q2 filed July 21, 2026
- Raleigh Capital Management 2026 Q1 filed April 28, 2026
- Raleigh Capital Management 2025 Q4 filed Jan. 21, 2026
- Raleigh Capital Management 2025 Q3 filed Nov. 4, 2025
- Raleigh Capital Management 2025 Q2 filed July 17, 2025
- Raleigh Capital Management 2025 Q1 filed April 29, 2025
- Raleigh Capital Management 2024 Q4 filed Jan. 17, 2025
- Raleigh Capital Management 2024 Q3 filed Oct. 21, 2024
- Raleigh Capital Management 2024 Q2 filed July 31, 2024
- Raleigh Capital Management 2024 Q1 filed May 13, 2024
- Raleigh Capital Management 2023 Q4 filed Feb. 21, 2024
- Raleigh Capital Management 2023 Q3 restated filed Dec. 8, 2023
- Raleigh Capital Management 2023 Q3 filed Dec. 6, 2023
- Raleigh Capital Management 2023 Q2 filed July 25, 2023
- Raleigh Capital Management 2023 Q1 filed May 22, 2023
- Raleigh Capital Management 2022 Q4 filed Feb. 7, 2023