StockDriftsStockDriftsTop 50 Howe & Rusling INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.47% | 208.5K | $77.1M | +8.08%(+15.58K) | $225.15(+70.27%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.73% | 86.0K | $64.4M | +7.38%(+5.91K) | $414.66(+87.85%) | 2026-06-30 | |
| IUSG | ISHARES TR | 3.71% | 339.9K | $63.9M | +0.33%(+1.12K) | $110.22(+76.25%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.61% | 189.9K | $62.2M | +1.95%(+3.64K) | $123.42(+195.51%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.54% | 161.4K | $61.0M | -0.13%(-212) | $41.76(+842.94%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.16% | 658.7K | $54.4M | +5.63%(+35.12K) | $82.80(-2.00%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.81% | 167.6K | $48.5M | +0.65%(+1.08K) | $69.16(+341.58%) | 2026-06-30 | |
| IUSV | ISHARES TR | 2.66% | 416.9K | $45.9M | +16.21%(+58.16K) | $84.43(+36.63%) | 2026-06-30 | |
| GVI | ISHARES TR | 2.54% | 412.0K | $43.7M | +4.38%(+17.29K) | $107.70(-2.12%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.13% | 183.7K | $36.7M | +0.17%(+304) | $103.16(+119.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.77% | +8.72% | +51.92% |
| Top 20 Holdings Unweighted | +16.22% | +56.96% | +9.26% | +55.69% |
Howe & Rusling INC reports $1.72B in US-listed equity holdings across 479 positions in its most recent 13F filing. Its largest disclosed positions are VTI (4.5%), IVV (3.7%) and IUSG (3.7%). The top 20 holdings account for 48.23% of reported assets. Its disclosed equity book has returned +55.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Howe & Rusling INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 769963). View Howe & Rusling INC’s 13F filings on SEC