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Manager Directed Portfolios shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 2.2k 10.65

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
First Pacific Financial
Colony
FMR
Forum Financial Management
PFG Investments
Mission Wealth Management
Colorado Capital Management
SOA Wealth Advisors
Willow Creek Wealth Management
North Berkeley Wealth Management
HighTower Advisors
Buckingham Strategic Partners
Sand Hill Advisors

View all funds holding Manager Directed Portfolios