Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $237M | 17.9% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $105M | 7.9% |
| Invesco Exchange Traded FD TS&P 500 TOP 50 | S&P 500 TOP 50 | $99.5M | 7.5% |
| Apple Inc.COM | COM | $85.6M | 6.5% |
| Nvidia CorporationCOM | COM | $52.6M | 4.0% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $48.1M | 3.6% |
| Amazon Com Inc.COM | COM | $44.8M | 3.4% |
| Vanguard World FDMEGA GRWTH IND | MEGA GRWTH IND | $41.4M | 3.1% |
| iShares TRMRGSTR MD CP ETF | MRGSTR MD CP ETF | $39.3M | 3.0% |
| Microsoft Corp.COM | COM | $37.2M | 2.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $34M | 2.6% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $27.1M | 2.0% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $25.3M | 1.9% |
| Lam Research Corp.COM NEW | COM NEW | $23.9M | 1.8% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $23.1M | 1.7% |
| Vanguard World FDMEGA CAP VAL ETF | MEGA CAP VAL ETF | $21.8M | 1.6% |
| Fidelity Wise Origin BitcoinSHS | SHS | $21.2M | 1.6% |
| JPMORGAN Chase & COCOM | COM | $20.9M | 1.6% |
| Meta Platforms Inc.CL A | CL A | $17.1M | 1.3% |
| Vaneck ETF TrustSEMICONDUCTR ETF | SEMICONDUCTR ETF | $13.8M | 1.0% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $12.9M | 1.0% |
| Tesla Inc.COM | COM | $12.1M | 0.9% |
| Broadcom Inc.COM | COM | $10.8M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $10M | 0.8% |
| Palantir Technologies Inc.CL A | CL A | $9.93M | 0.8% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $9.2M | 0.7% |
| Berkley W R Corp.COM | COM | $8.92M | 0.7% |
| Johnson & JohnsonCOM | COM | $7.14M | 0.5% |
| Chevron CorporationCOM | COM | $6.8M | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $6.68M | 0.5% |
| Bank OF Amer Corp.COM | COM | $6.59M | 0.5% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $5.96M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $5.84M | 0.4% |
| Abbvie Inc.COM | COM | $5.76M | 0.4% |
| Eli Lilly & COCOM | COM | $5.67M | 0.4% |
| Philip Morris Intl Inc.COM | COM | $5.48M | 0.4% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $5.14M | 0.4% |
| Oracle Corp.COM | COM | $5.05M | 0.4% |
| Walmart Inc.COM | COM | $5M | 0.4% |
| Advanced Micro Devices Inc.COM | COM | $4.85M | 0.4% |
| Micron Technology Inc.COM | COM | $4.46M | 0.3% |
| Exxon Mobil Corp.COM | COM | $4.36M | 0.3% |
| Goldman Sachs Group Inc.COM | COM | $4.34M | 0.3% |
| iShares TRU.S. MED DVC ETF | U.S. MED DVC ETF | $3.96M | 0.3% |
| Procter & Gamble COCOM | COM | $3.84M | 0.3% |
| Merck & CO Inc.COM | COM | $3.6M | 0.3% |
| Schwab Charles Corp.COM | COM | $3.55M | 0.3% |
| TJX Cos Inc. NewCOM | COM | $3.24M | 0.2% |
| Rtx CorporationCOM | COM | $3.11M | 0.2% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $3.09M | 0.2% |
Vanguard Index FdsS&P 500 ETF SHS$237M
- Class
- S&P 500 ETF SHS
- Share
- 17.9%
Vanguard Intl Equity Index FALLWRLD EX US$105M
- Class
- ALLWRLD EX US
- Share
- 7.9%
Invesco Exchange Traded FD TS&P 500 TOP 50$99.5M
- Class
- S&P 500 TOP 50
- Share
- 7.5%
Apple Inc.COM$85.6M
- Class
- COM
- Share
- 6.5%
Nvidia CorporationCOM$52.6M
- Class
- COM
- Share
- 4.0%
American Centy ETF TRUS SML CP VALU$48.1M
- Class
- US SML CP VALU
- Share
- 3.6%
Amazon Com Inc.COM$44.8M
- Class
- COM
- Share
- 3.4%
Vanguard World FDMEGA GRWTH IND$41.4M
- Class
- MEGA GRWTH IND
- Share
- 3.1%
iShares TRMRGSTR MD CP ETF$39.3M
- Class
- MRGSTR MD CP ETF
- Share
- 3.0%
Microsoft Corp.COM$37.2M
- Class
- COM
- Share
- 2.8%
Alphabet Inc.CAP STK CL C$34M
- Class
- CAP STK CL C
- Share
- 2.6%
Select Sector SPDR TRST STR CARE ETF$27.1M
- Class
- ST STR CARE ETF
- Share
- 2.0%
J P Morgan Exchange Traded FACTIVE BOND ETF$25.3M
- Class
- ACTIVE BOND ETF
- Share
- 1.9%
Lam Research Corp.COM NEW$23.9M
- Class
- COM NEW
- Share
- 1.8%
J P Morgan Exchange Traded FINCOME ETF$23.1M
- Class
- INCOME ETF
- Share
- 1.7%
Vanguard World FDMEGA CAP VAL ETF$21.8M
- Class
- MEGA CAP VAL ETF
- Share
- 1.6%
Fidelity Wise Origin BitcoinSHS$21.2M
- Class
- SHS
- Share
- 1.6%
JPMORGAN Chase & COCOM$20.9M
- Class
- COM
- Share
- 1.6%
Meta Platforms Inc.CL A$17.1M
- Class
- CL A
- Share
- 1.3%
Vaneck ETF TrustSEMICONDUCTR ETF$13.8M
- Class
- SEMICONDUCTR ETF
- Share
- 1.0%
Select Sector SPDR TRST STR FINL ETF$12.9M
- Class
- ST STR FINL ETF
- Share
- 1.0%
Tesla Inc.COM$12.1M
- Class
- COM
- Share
- 0.9%
Broadcom Inc.COM$10.8M
- Class
- COM
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$10M
- Class
- CL B NEW
- Share
- 0.8%
Palantir Technologies Inc.CL A$9.93M
- Class
- CL A
- Share
- 0.8%
Pimco ETF TRMULTISECTOR BD$9.2M
- Class
- MULTISECTOR BD
- Share
- 0.7%
Berkley W R Corp.COM$8.92M
- Class
- COM
- Share
- 0.7%
Johnson & JohnsonCOM$7.14M
- Class
- COM
- Share
- 0.5%
Chevron CorporationCOM$6.8M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL A$6.68M
- Class
- CAP STK CL A
- Share
- 0.5%
Bank OF Amer Corp.COM$6.59M
- Class
- COM
- Share
- 0.5%
Vanguard Whitehall FdsHIGH DIV YLD$5.96M
- Class
- HIGH DIV YLD
- Share
- 0.5%
Visa Inc.COM CL A$5.84M
- Class
- COM CL A
- Share
- 0.4%
Abbvie Inc.COM$5.76M
- Class
- COM
- Share
- 0.4%
Eli Lilly & COCOM$5.67M
- Class
- COM
- Share
- 0.4%
Philip Morris Intl Inc.COM$5.48M
- Class
- COM
- Share
- 0.4%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$5.14M
- Class
- UTSER1 S&PDCRP
- Share
- 0.4%
Oracle Corp.COM$5.05M
- Class
- COM
- Share
- 0.4%
Walmart Inc.COM$5M
- Class
- COM
- Share
- 0.4%
Advanced Micro Devices Inc.COM$4.85M
- Class
- COM
- Share
- 0.4%
Micron Technology Inc.COM$4.46M
- Class
- COM
- Share
- 0.3%
Exxon Mobil Corp.COM$4.36M
- Class
- COM
- Share
- 0.3%
Goldman Sachs Group Inc.COM$4.34M
- Class
- COM
- Share
- 0.3%
iShares TRU.S. MED DVC ETF$3.96M
- Class
- U.S. MED DVC ETF
- Share
- 0.3%
Procter & Gamble COCOM$3.84M
- Class
- COM
- Share
- 0.3%
Merck & CO Inc.COM$3.6M
- Class
- COM
- Share
- 0.3%
Schwab Charles Corp.COM$3.55M
- Class
- COM
- Share
- 0.3%
TJX Cos Inc. NewCOM$3.24M
- Class
- COM
- Share
- 0.2%
Rtx CorporationCOM$3.11M
- Class
- COM
- Share
- 0.2%
iShares TRS&P 100 ETF$3.09M
- Class
- S&P 100 ETF
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 209 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 701516
- File number
- 028-19471
- Options
- 11 call, 0 put
- In the 25 largest
- 81.1%
Common questions
What are Means Investment’s 13F holdings worth?
$1.32 billion across 209 positions for the quarter ended 30 June 2026.
What is Means Investment’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $237 million, or 17.9% of reported 13F value, as of 30 June 2026.
How concentrated is Means Investment’s 13F portfolio?
The ten largest positions accounted for 59.7% of reported value and the twenty-five largest for 81.1%, across 209 positions as of 30 June 2026.
Does Form 13F show everything Means Investment manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Means Investment file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.