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Holders — by stockHoldings — by fund

GreatBanc Trust CO

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001427099

$161.2M

disclosed book value

70

positions

31.5%

largest position share

Positions, as of 2026-06-30

top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VOOVanguard S&P 500 ETF74,051$50.9M31.5%
2VIGVanguard Dividend Appreciation Index Fund59,236$14.0M8.7%
3VOVanguard Mid-Cap ETF122,595$9.9M6.1%
4VEUVanguard FTSE All-World Ex-Us95,645$8.0M5%
5IWMiShares Russell 2000 Fund25,961$7.8M4.8%
6VBVanguard Small-Cap ETF25,368$7.7M4.8%
7EFAIshares MSCI EAFE Index Fund68,800$7.1M4.4%
8IJHIshares Core S&P Mid-Cap ETF83,382$6.4M4%
9USFRWisdomTree Floating Rate Treasury Fd ETF125,351$6.3M3.9%
10SGOViShares TR iShares 0-3 Month Treas B ETF46,033$4.6M2.9%
11DIASPDR Dow Jones Industrial4,740$2.5M1.5%
12BSVVanguard Short Term Bond ETF28,782$2.2M1.4%
13GSYInvesco Ultra Short Duration40,500$2.0M1.3%
14VWOVanguard FTSE Emerging Markets ETF32,287$1.9M1.2%
15SDYSPDR S&P Dividend ETF11,978$1.8M1.1%
16VYMVanguard High Dividend Yield ETF9,805$1.5M1%
17DVYIshares DJ Select Dividend Index FD9,035$1.4M0.9%
18VEAVanguard FTSE Developed ETF18,650$1.3M0.8%
19NVDANvidia Corp6,280$1.3M0.8%
20MGVVanguard Mega Cap Value ETF6,763$1.1M0.7%
21AAPLApple Inc3,580$1.0M0.6%
22SPYSPDR S&P 500 ETF Trust1,115$832,6490.5%
23GOOGAlphabet Inc CL C2,163$764,2530.5%
24AGZDWisdomtree Hedged Int Rate Agg Bond Fund32,300$730,3030.5%
25PFMInvesco Dividend Achievers12,150$673,7710.4%
26IJRIshares Core S&P Small-Cap ETF4,340$643,6650.4%
27LLYEli Lilly & Co Com535$641,6950.4%
28MSFTMicrosoft Corp1,666$621,4510.4%
29IGSBiShares 1-5 Year Investment Grade Corp ETF11,802$618,5430.4%
30JPMJPMorgan Chase & Co1,874$613,4160.4%
31BNDVanguard Total Bond Market ETF8,263$606,5870.4%
32IVWiShares S&P 500 Growth ETF4,200$577,6260.4%
33VUGVanguard Growth ETF6,150$529,7610.3%
34VVVanguard Large-Cap ETF1,538$528,9340.3%
35AMATApplied Materials Inc.720$520,5600.3%
36IWDiShares Russell 1000 Value Fund2,129$516,1330.3%
37IVEIshares S&P 500 Value Index Fund2,200$499,5320.3%
38VBRVanguard Small-Cap Value Fund2,045$496,9140.3%
39EMXCiShares MSCI Emerging Mkts ex China ETF4,835$494,6210.3%
40FBNDFidelity Total Bond ETF10,000$454,9000.3%
41ABBVAbbvie Inc1,625$408,9150.3%
42IVViShares Core S&P 500 ETF542$405,8980.3%
43IEFAiShares Core EAFE Fund4,063$392,4050.2%
44PANWPalo Alto Networks1,150$392,1730.2%
45INTCIntel Corp2,795$390,2660.2%
46GOOGLAlphabet Inc CL A1,040$371,6640.2%
47CSCOCisco Systems Inc3,112$365,5360.2%
48AMZNAmazon.Com Inc1,477$352,0280.2%
49RSPInvesco S&P 500 Equal Weight EFT1,635$347,8790.2%
50VIGIVanguard Intl Dividend3,550$331,4990.2%
51OEFiShares S&P 100 ETF893$326,7220.2%
52ABTAbbott Laboratories Com3,460$313,9600.2%
53VGTVanguard Information World Funds2,584$308,8400.2%
54VVisa Inc875$300,2030.2%
55COSTCostco Wholesale Corp New318$297,4790.2%
56APHAmphenol Corp New1,600$282,1120.2%
57XLUState Street Utilities Select Sector SPDR ETF6,220$282,0140.2%
58JNJJohnson & Johnson1,085$275,5570.2%
59CVXChevron Corp Corporation1,580$261,9010.2%
60MCDMcDonalds Corp960$259,4980.2%
61FLOTIshares Floating Rate Bond ETF4,850$247,5930.2%
62EXMOCExxon Mobil Corporation1,805$246,7790.2%
63EAGGiShares ESG Aware U.S. Aggregate Bond ETF5,090$241,3170.1%
64VTIVanguard US Total Stock Mkt ETF631$233,4950.1%
65NSCNorfolk Southn Corp722$227,1340.1%
66VCITVanguard Intermediate Corp Bond Fund2,700$223,1550.1%
67SHYIshares Barclays 1-3 Year2,575$211,4330.1%
68SUSCiShares ESG Aware USD Corp Bond ETF9,000$208,3630.1%
69IEMGiShares Core Emerging Markets Fund2,498$206,9340.1%
70CCitigroup Inc1,477$206,7210.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.