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Holders — by stockHoldings — by fund

Blue Trust, Inc.

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 1856022

$9.54B

disclosed book value

2,446

positions

7.2%

largest position share

Positions, as of 2026-06-30

top 100 of 2,446 · 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
1IEFISHARES TR7.2M$684.6M7.2%
2ITOTISHARES TR4.1M$672.0M7%
3QUALISHARES TR2.7M$594.6M6.2%
4VUSEETF SER SOLUTIONS7.9M$567.7M5.9%
5IPACISHARES TR6.0M$489.7M5.1%
6MTUMISHARES TR1.4M$483.3M5.1%
7ETF SER SOLUTIONS10.9M$475.0M5%
8IUSVISHARES TR4.2M$466.6M4.9%
9JMOMJ P MORGAN EXCHANGE TRADED F4.8M$411.2M4.3%
10VGITVANGUARD SCOTTSDALE FDS6.5M$385.5M4%
11ETF SER SOLUTIONS9.4M$364.8M3.8%
12IUSGISHARES TR1.9M$355.2M3.7%
13VGKVANGUARD INTL EQUITY INDEX F3.4M$303.6M3.2%
14AGGISHARES TR2.4M$239.5M2.5%
15VCITVANGUARD SCOTTSDALE FDS2.6M$211.0M2.2%
16VOOVANGUARD INDEX FDS300,175$206.2M2.2%
17IEMGISHARES INC2.1M$171.5M1.8%
18LLYELI LILLY & CO77,129$92.5M1%
19MBBISHARES TR966,223$91.3M1%
20VGSHVANGUARD SCOTTSDALE FDS1.5M$88.9M0.9%
21TDTFFLEXSHARES TR3.6M$85.6M0.9%
22VUSBVANGUARD BD INDEX FDS1.6M$77.6M0.8%
23KOCOCA COLA CO875,276$71.1M0.7%
24ACWIISHARES TR421,761$66.2M0.7%
25IVVISHARES TR85,501$64.0M0.7%
26IAUMISHARES GOLD TRUST MICRO1.6M$63.3M0.7%
27VXFVANGUARD INDEX FDS210,400$51.8M0.5%
28AAPLAPPLE INC151,098$43.7M0.5%
29MSFTMICROSOFT CORP112,493$42.0M0.4%
30TPLTEXAS PACIFIC LAND CORPORATI88,835$38.9M0.4%
31NVDANVIDIA CORPORATION190,741$38.2M0.4%
32SCHZSCHWAB STRATEGIC TR1.5M$35.8M0.4%
33IAUISHARES GOLD TR460,543$34.8M0.4%
34BSVVANGUARD BD INDEX FDS340,954$26.6M0.3%
35IUSBISHARES TR557,737$25.7M0.3%
36CATCATERPILLAR INC23,555$25.1M0.3%
37BONDBLOXX ETF TRUST491,293$23.2M0.2%
38PAAAPGIM ETF TR451,629$23.2M0.2%
39GOOGLALPHABET INC60,398$21.6M0.2%
40TSMTAIWAN SEMICONDUCTOR MANUFAC40,425$19.3M0.2%
41AMZNAMAZON COM INC77,506$18.5M0.2%
42GPNGLOBAL PMTS INC252,475$18.3M0.2%
43IVWISHARES TR126,412$17.4M0.2%
44IVEISHARES TR73,143$16.6M0.2%
45DYNFBLACKROCK ETF TRUST236,977$16.1M0.2%
46AFLAFLAC INC135,394$15.9M0.2%
47SGOLETFS GOLD TR391,720$15.0M0.2%
48VPLVANGUARD INTL EQUITY INDEX F125,233$14.5M0.2%
49GOOGALPHABET INC40,637$14.4M0.2%
50XLESELECT SECTOR SPDR TR268,791$14.3M0.1%
51BRK/BBERKSHIRE HATHAWAY INC DEL27,703$13.9M0.1%
52JPMJPMORGAN CHASE & CO40,592$13.3M0.1%
53EXMOCEXXON MOBIL CORP94,908$13.0M0.1%
54AVGOBROADCOM INC31,825$12.0M0.1%
55IWFISHARES TR95,399$11.8M0.1%
56MUMICRON TECHNOLOGY INC10,016$11.6M0.1%
57JNJJOHNSON & JOHNSON43,533$11.1M0.1%
58GLDSPDR GOLD TR29,870$11.0M0.1%
59VTIVANGUARD INDEX FDS29,266$10.8M0.1%
60ABBVABBVIE INC42,082$10.6M0.1%
61IWDISHARES TR42,702$10.4M0.1%
62HGERHARBOR ETF TRUST338,031$9.9M0.1%
63VOOVVANGUARD ADMIRAL FDS INC41,824$9.2M0.1%
64HDHOME DEPOT INC25,202$8.9M0.1%
65AMATAPPLIED MATLS INC12,251$8.9M0.1%
66FRANKLIN TEMPLETON ETF TR131,252$8.7M0.1%
67SGOVISHARES TR85,751$8.6M0.1%
68LRCXLAM RESEARCH CORP19,846$8.6M0.1%
69SOSOUTHERN CO87,376$8.4M0.1%
70EFGISHARES TR65,912$8.2M0.1%
71EMXCISHARES INC79,113$8.1M0.1%
72BAIBLACKROCK ETF TRUST152,995$8.1M0.1%
73PGPROCTER & GAMBLE CO54,877$8.0M0.1%
74QQQINVESCO QQQ TR10,598$7.8M0.1%
75VTVVANGUARD INDEX FDS34,542$7.5M0.1%
76HCAHCA HEALTHCARE INC18,916$7.4M0.1%
77JQUAJ P MORGAN EXCHANGE TRADED F101,707$7.4M0.1%
78METAMETA PLATFORMS INC12,740$7.2M0.1%
79ACWXISHARES TR91,099$6.9M0.1%
80WMTWALMART INC60,695$6.9M0.1%
81SHWSHERWIN WILLIAMS CO19,836$6.8M0.1%
82AMDADVANCED MICRO DEVICES INC11,571$6.7M0.1%
83SPYSTATE STR SPDR S&P 500 ETF T8,951$6.7M0.1%
84GOVTISHARES TR287,257$6.5M0.1%
85TFCTRUIST FINL CORP129,807$6.5M0.1%
86PNFPPINNACLE FINL PARTNERS INC63,913$6.4M0.1%
87COSTCOSTCO WHOLESALE CORPORATION6,859$6.4M0.1%
88VUGVANGUARD INDEX FDS73,025$6.3M0.1%
89TSLATESLA INC14,906$6.3M0.1%
90BANDWIDTH INC97,742$6.2M0.1%
91THIRD COAST BANCSHARES INC147,082$5.9M0.1%
92CBRECBRE GROUP INC43,657$5.9M0.1%
93CHDCHURCH & DWIGHT CO INC60,345$5.8M0.1%
94BLCRBLACKROCK ETF TRUST113,757$5.7M0.1%
95VGLTVANGUARD SCOTTSDALE FDS102,264$5.6M0.1%
96EFVISHARES TR73,685$5.6M0.1%
97CVXCHEVRON CORPORATION33,959$5.6M0.1%
98PULSPGIM ETF TR111,219$5.5M0.1%
99TLHISHARES TR54,802$5.5M0.1%
100IBMINTERNATIONAL BUSINESS MACHS19,197$5.4M0.1%

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.
Blue Trust, Inc. — 13F Holdings & Portfolio | EvidInvest | EvidInvest