Financial Counselors as of June 30, 2026
Portfolio Holdings for Financial Counselors
Financial Counselors holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Eetf (IVV) | 80.4 | $58M | 78k | 748.89 | |
| Ishares Ietf (IEMG) | 6.3 | $4.6M | 55k | 82.84 | |
| Ishares Tr Eetf (IJR) | 4.1 | $3.0M | 20k | 148.31 | |
| Vanguard Index Fds Eetf (VBR) | 2.6 | $1.9M | 7.8k | 242.99 | |
| Vanguard Index Fds Eetf (VOO) | 1.8 | $1.3M | 1.9k | 686.81 | |
| State Str Spdr S&p 500 Etf T Eetf (SPY) | 1.3 | $954k | 1.3k | 746.79 | |
| Apple (AAPL) | 0.9 | $620k | 2.1k | 289.36 | |
| Invesco Exchange Traded Fd T Eetf (RSP) | 0.8 | $596k | 2.8k | 212.77 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $398k | 1.1k | 357.37 | |
| Invesco Qqq Tr Eetf (QQQ) | 0.5 | $393k | 533.00 | 736.40 | |
| State Str Spdr S&p Midcap 40 Eetf (MDY) | 0.4 | $317k | 450.00 | 703.34 | |
| Ishares Tr Eetf (IWM) | 0.3 | $240k | 800.00 | 300.45 | |
| New Found Gold Corp (NFGC) | 0.1 | $39k | 25k | 1.54 |
