Allstreet Capital Advisors Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$135.2M
Q ending 2026-03-31
Prior quarter
$138.2M
Q ending 2025-12-31
Change
-2.2% QoQ
Positions
63
reported holdings

Largest positions

All 63 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard Tax-Managed FdsVEAShares$16.3M254K
Vanguard World FdMGVShares$11.6M80K
Vanguard World FdMGKShares$10.9M30K
Abrdn EtfsBCIShares$6.9M284K
Vanguard Intl Equity Index FVWOShares$5.7M105K
Invesco Exchange Traded Fd TPHOShares$5.2M77K
Ishares TrIDEVShares$4.9M59K
Vanguard Charlotte FdsBNDXShares$4.5M93K
Vanguard Index FdsVBKShares$4.1M14K
Vanguard Index FdsVOEShares$4.1M22K
Ishares TrIWFShares$3.9M9K
Vanguard Index FdsVBRShares$3.8M17K
Ishares TrIAGGShares$3.8M75K
Vanguard Index FdsVOTShares$3.3M13K
Ishares TrIWDShares$2.7M13K
Ishares TrTIPShares$2.6M24K
Ishares IncIEMGShares$2.6M37K
Ishares TrHYGShares$2.4M30K
Spdr Series TrustSPHYShares$2.4M101K
Vanguard Index FdsVTVShares$2.2M11K
Ishares TrIYRShares$2.2M23K
Ishares TrIVWShares$2.0M18K
Vanguard Index FdsVUGShares$1.8M4K
Ishares TrIWPShares$1.8M14K
Ishares TrSHYShares$1.7M21K
Ishares TrIVEShares$1.5M7K
Ishares TrIWOShares$1.2M4K
Schwab Strategic TrSCHHShares$1.2M54K
Ishares TrIWSShares$1.2M8K
Ishares TrIJHShares$1.1M16K
Abrdn EtfsBCDShares$1.1M30K
Ishares TrUSHYShares$1.0M28K
Ishares TrIWNShares$1.0M5K
Schwab Strategic TrSCHPShares$901K34K
Vanguard Intl Equity Index FVEUShares$831K11K
Ishares TrIJSShares$803K7K
Vanguard Scottsdale FdsVGSHShares$733K13K
Berkshire Hathaway Inc DelBRK/AShares$718K1
Ishares TrIJTShares$633K4K
Vanguard Scottsdale FdsVCSHShares$564K7K
Ishares TrIEFAShares$515K6K
Vanguard Malvern FdsVTIPShares$497K10K
Vanguard Scottsdale FdsVGITShares$496K8K
Dimensional Etf TrustDFCFShares$481K11K
Ishares TrIWMShares$458K2K
Vanguard Index FdsVTIShares$433K1K
Vanguard Mun Bd FdsVTEBShares$427K9K
Vanguard Bd Index FdsBNDShares$381K5K
Barclays Bank PlcDJPShares$347K7K
Ishares TrIVVShares$336K514
Ishares TrDSIShares$335K3K
Ishares TrSUSAShares$323K2K
Broadcom IncAVGOShares$306K990
Dimensional Etf TrustDFAEShares$305K9K
Ishares TrIWRShares$283K3K
Apple IncAAPLShares$273K1K
Spdr Series TrustRWRShares$265K3K
Dimensional Etf TrustDFUSShares$265K4K
Jpmorgan Chase & CoJPMShares$263K893
Dimensional Etf TrustDFAIShares$220K6K
Invesco Qqq TrQQQShares$217K376
Vanguard Scottsdale FdsVTWOShares$204K2K
Genelux CorporationGNLXShares$24K10K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.