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ALLSTREET CAPITAL ADVISORS LLC

Q2 2026 · 13F-HR

ALLSTREET CAPITAL ADVISORS LLCholdings as filed

Filed 2026-07-28 · accession 0001172661-26-002881

$153.7M
Reported value
68
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921943858VEAVANGUARD TAX-MANAGED FDS$18.5M12.0%259,789CommonNONE
921910840MGVVANGUARD WORLD FD$13.6M8.82%82,962CommonNONE
921910816MGKVANGUARD WORLD FD$13.4M8.70%152,150CommonNONE
003261104BCIABRDN ETFS$6.5M4.21%289,606CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.4M4.15%106,767CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$5.3M3.48%77,391CommonNONE
46435G326IDEVISHARES TR$5.3M3.47%59,987CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.1M3.34%106,114CommonNONE
922908595VBKVANGUARD INDEX FDS$5.0M3.28%13,799CommonNONE
464287614IWFISHARES TR$4.6M2.98%36,929CommonNONE
922908512VOEVANGUARD INDEX FDS$4.4M2.88%22,426CommonNONE
922908611VBRVANGUARD INDEX FDS$4.3M2.79%17,673CommonNONE
46435G672IAGGISHARES TR$4.1M2.64%80,060CommonNONE
922908538VOTVANGUARD INDEX FDS$4.1M2.63%13,223CommonNONE
46434G103IEMGISHARES INC$3.2M2.07%38,431CommonNONE
464287598IWDISHARES TR$3.1M2.00%12,654CommonNONE
922908744VTVVANGUARD INDEX FDS$2.6M1.71%12,077CommonNONE
464287176TIPISHARES TR$2.6M1.69%23,780CommonNONE
78468R606SPHYSPDR SERIES TRUST$2.4M1.59%104,380CommonNONE
464288513HYGISHARES TR$2.4M1.59%30,496CommonNONE
464287309IVWISHARES TR$2.4M1.58%17,650CommonNONE
464287739IYRISHARES TR$2.4M1.55%23,241CommonNONE
922908736VUGVANGUARD INDEX FDS$2.3M1.48%26,455CommonNONE
464287481IWPISHARES TR$1.8M1.20%12,607CommonNONE
464287457SHYISHARES TR$1.6M1.06%19,874CommonNONE
464287408IVEISHARES TR$1.6M1.05%7,102CommonNONE
464287648IWOISHARES TR$1.5M1.00%3,886CommonNONE
464287473IWSISHARES TR$1.4M0.93%8,683CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$1.4M0.89%57,859CommonNONE
464287630IWNISHARES TR$1.4M0.88%6,131CommonNONE
464287507IJHISHARES TR$1.3M0.82%16,290CommonNONE
003261203BCDABRDN ETFS$1.1M0.72%32,482CommonNONE
46435U853USHYISHARES TR$1.1M0.70%29,017CommonNONE
464287879IJSISHARES TR$926,3550.60%6,778CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$926,3230.60%11,061CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$915,7480.60%34,557CommonNONE
464287887IJTISHARES TR$781,2370.51%4,374CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$775,6660.50%13,328CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$748,8500.49%1CommonNONE
46432F842IEFAISHARES TR$664,4880.43%6,880CommonNONE
922908769VTIVANGUARD INDEX FDS$615,5460.40%1,663CommonNONE
464287655IWMISHARES TR$554,6310.36%1,846CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$554,4830.36%9,401CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$550,5100.36%6,966CommonNONE
922020805VTIPVANGUARD MALVERN FDS$500,0440.33%9,955CommonNONE
25434V872DFCFDIMENSIONAL ETF TRUST$499,8240.33%11,841CommonNONE
922907746VTEBVANGUARD MUN BD FDS$432,8950.28%8,559CommonNONE
464288570DSIISHARES TR$393,8880.26%2,766CommonSOLE
464287200IVVISHARES TR$385,0400.25%514CommonNONE
464288802SUSAISHARES TR$376,7830.25%2,442CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$376,0570.24%5,123CommonNONE
11135F101AVGOBROADCOM INC$373,9730.24%990CommonNONE
25434V302DFAEDIMENSIONAL ETF TRUST$361,7810.24%8,997CommonNONE
464287499IWRISHARES TR$331,5510.22%3,005CommonNONE
06738C778DJPBARCLAYS BANK PLC$314,6680.20%7,199CommonNONE
037833100AAPLAPPLE INC$311,3510.20%1,076CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$306,4380.20%3,740CommonNONE
78464A607RWRSPDR SERIES TRUST$296,7870.19%2,627CommonNONE
46625H100JPMJPMORGAN CHASE & CO$292,3060.19%893CommonNONE
46090E103QQQINVESCO QQQ TR$276,8860.18%376CommonNONE
617446448MSMORGAN STANLEY$253,3560.16%1,212CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$247,5750.16%2,039CommonNONE
78464A409SPYGSPDR SERIES TRUST$241,1930.16%2,027CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$232,9820.15%5,648CommonNONE
464286772EWYISHARES INC$218,6420.14%1,083CommonNONE
478160104JNJJOHNSON & JOHNSON$204,4460.13%805CommonNONE
464288760ITAISHARES TR$200,1330.13%826CommonNONE
36870H103GNLXGENELUX CORPORATION$30,1000.02%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.