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Holders — by stockHoldings — by fund

Freestone Capital Holdings, LLC

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 1470876

$3.86B

disclosed book value

584

positions

13.9%

largest position share

Positions, as of 2026-06-30

top 100 of 584 · 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
1IVVISHARES TR717,828$537.6M13.9%
2VEAVANGUARD TAX-MANAGED FDS2.9M$208.5M5.4%
3MSFTMICROSOFT CORP474,051$176.8M4.6%
4AAPLAPPLE INC538,849$155.9M4%
5NVDANVIDIA CORPORATION775,989$155.3M4%
6SPYSTATE STR SPDR S&P 500 ETF T155,271$116.0M3%
7AMZNAMAZON COM INC465,100$110.9M2.9%
8AGGISHARES TR1.1M$106.5M2.8%
9BSVVANGUARD BD INDEX FDS1.4M$105.9M2.7%
10VWOVANGUARD INTL EQUITY INDEX F1.8M$105.8M2.7%
11GOOGLALPHABET INC255,738$91.4M2.4%
12VOOVANGUARD INDEX FDS101,967$70.0M1.8%
13KLACKLA CORP182,282$55.0M1.4%
14AVGOBROADCOM INC135,182$51.1M1.3%
15BRK/BBERKSHIRE HATHAWAY INC DEL89,749$44.9M1.2%
16METAMETA PLATFORMS INC77,047$43.4M1.1%
17AMATAPPLIED MATLS INC57,713$41.7M1.1%
18COSTCOSTCO WHOLESALE CORPORATION40,019$37.4M1%
19JPMJPMORGAN CHASE & CO112,378$36.8M1%
20GOOGALPHABET INC94,199$33.3M0.9%
21CATCATERPILLAR INC30,915$32.9M0.9%
22LLYELI LILLY & CO27,406$32.9M0.9%
23QQQINVESCO QQQ TR42,691$31.4M0.8%
24VTIVANGUARD INDEX FDS80,736$29.9M0.8%
25AMDADVANCED MICRO DEVICES INC49,397$28.7M0.7%
26SUBISHARES TR265,422$28.3M0.7%
27MUMICRON TECHNOLOGY INC23,563$27.2M0.7%
28VVISA INC70,368$24.1M0.6%
29MUBISHARES TR223,509$24.1M0.6%
30TSLATESLA INC52,525$22.1M0.6%
31NKENIKE INC517,869$21.3M0.6%
32IWFISHARES TR158,514$19.7M0.5%
33QCOMQUALCOMM INC97,399$18.0M0.5%
34ORCLORACLE CORP122,449$17.9M0.5%
35PANWPALO ALTO NETWORKS INC50,723$17.3M0.4%
36UNPUNION PAC CORP61,114$16.6M0.4%
37ABBVABBVIE INC65,869$16.6M0.4%
38BACBANK OF AMER CORP287,114$16.4M0.4%
39HDHOME DEPOT INC45,437$16.0M0.4%
40MAMASTERCARD INCORPORATED29,322$15.1M0.4%
41WFCWELLS FARGO & CO176,979$14.6M0.4%
42JNJJOHNSON & JOHNSON57,366$14.6M0.4%
43CRMSALESFORCE INC92,043$14.4M0.4%
44CSCOCISCO SYS INC122,390$14.4M0.4%
45XLRESELECT SECTOR SPDR TR315,720$13.9M0.4%
46RTXRTX CORPORATION71,370$13.5M0.4%
47EEMISHARES TR194,335$13.3M0.3%
48CAHCARDINAL HEALTH INC54,305$12.9M0.3%
49ITOTISHARES TR78,387$12.9M0.3%
50PGPROCTER & GAMBLE CO83,329$12.2M0.3%
51ABTABBOTT LABORATORIES133,740$12.1M0.3%
52VGTVANGUARD WORLD FD100,115$12.0M0.3%
53WMTWALMART INC103,961$11.8M0.3%
54NEENEXTERA ENERGY INC132,546$11.6M0.3%
55EATON CORP PLC27,143$11.6M0.3%
56SOSOUTHERN CO119,696$11.5M0.3%
57UNHUNITEDHEALTH GROUP INC27,511$11.4M0.3%
58EFAISHARES TR108,282$11.2M0.3%
59CVXCHEVRON CORPORATION66,984$11.1M0.3%
60MCKMCKESSON CORP14,253$10.8M0.3%
61IEFAISHARES TR108,238$10.5M0.3%
62MRKMERCK & CO INC79,532$10.2M0.3%
63CITHE CIGNA GROUP36,784$10.1M0.3%
64TMOTHERMO FISHER SCIENTIFIC INC20,141$10.1M0.3%
65PMPHILIP MORRIS INTL INC55,535$10.0M0.3%
66SCHDSCHWAB STRATEGIC TR278,061$8.8M0.2%
67KOCOCA COLA CO105,688$8.6M0.2%
68DEDEERE & CO13,034$8.3M0.2%
69TXNTEXAS INSTRS INC27,709$8.3M0.2%
70LMTLOCKHEED MARTIN CORP16,047$8.2M0.2%
71GWWWW GRAINGER INC5,957$8.1M0.2%
72TRVTRAVELERS COMPANIES INC24,329$8.0M0.2%
73VEUVANGUARD INTL EQUITY INDEX F94,344$7.9M0.2%
74AXPAMERICAN EXPRESS CO23,353$7.9M0.2%
75NFLXNETFLIX INC.109,946$7.9M0.2%
76DORCHESTER MINERALS L P306,149$7.7M0.2%
77GLDSPDR GOLD TR19,866$7.3M0.2%
78LINDE PLC13,797$7.2M0.2%
79SBUXSTARBUCKS CORP67,777$6.9M0.2%
80VNQVANGUARD INDEX FDS71,291$6.9M0.2%
81MCDMCDONALDS CORP25,336$6.8M0.2%
82KIMBELL RTY PARTNERS LP462,693$6.7M0.2%
83VBVANGUARD INDEX FDS21,985$6.7M0.2%
84XLKSELECT SECTOR SPDR TR34,949$6.7M0.2%
85CMFISHARES TR115,189$6.6M0.2%
86NEMNEWMONT CORP70,820$6.6M0.2%
87ISRGINTUITIVE SURGICAL INC15,521$6.2M0.2%
88SNASNAP ON INC15,264$6.1M0.2%
89FCXFREEPORT MCMORAN INC97,184$6.1M0.2%
90IWMISHARES TR19,947$6.0M0.2%
91MOALTRIA GROUP INC81,530$5.9M0.2%
92IWPISHARES TR39,524$5.8M0.2%
93VIGVANGUARD SPECIALIZED FUNDS24,383$5.8M0.1%
94GEVGE VERNOVA INC4,907$5.8M0.1%
95MMM3M CO35,559$5.8M0.1%
96JOHNSON CONTROLS INTERNATION38,968$5.7M0.1%
97DHID R HORTON INC34,532$5.6M0.1%
98SEAGATE TECHNOLOGY HLDNGS PL5,737$5.5M0.1%
99MNSTMONSTER BEVERAGE CORP NEW56,087$5.4M0.1%
100INTCINTEL CORP37,778$5.3M0.1%

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.

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