TIAA Wealth Investment Management LLC

13F filer, CIK 2124867, New York, NY

TIAA Wealth Investment Management LLC reported $13,100,626,960 across 563 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 64.82% of the portfolio.

Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC13F-HR 0000930413-26-001567

Period: 2026-03-31
Reported value: $13.1B
Holdings: 563
Top 10 weight: 64.82%
New
Sold out

Part of the filer group TIAA

Nuveen Asset Management, LLC Nuveen Fund Advisors, LLC +7 others

Nuveen Asset Management, LLC
Nuveen Fund Advisors, LLC
Nuveen, LLC
TEACHERS ADVISORS, LLC
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
TIAA CREF INVESTMENT MANAGEMENT LLC
TIAA TRUST, NATIONAL ASSOCIATION
Teachers Insurance and Annuity Association of America

How groups are built

Stakes and trades reported after 2026-03-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

0: 13G 5,000,000 shares, 100% of the class, 13G filed 2026-10-13, 0000315038-26-000006
Accepted 2026-10-13 23:40:52 UTC, ingested 2026-10-13 23:41:13 UTC

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000930413-26-001567, largest first. % of portfolio is the value over $13,100,626,960, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IEFAISHARES TR	25,333,750	$2.22B	16.96%	Timeline
MBBISHARES TR	14,072,269	$1.33B	10.18%	Timeline
IEMGISHARES INC	17,919,365	$1.21B	9.21%	Timeline
SCZISHARES TR	9,480,809	$721M	5.51%	Timeline
ESGUISHARES TR	4,900,171	$673M	5.14%	Timeline
GOVTISHARES TR	25,607,976	$586M	4.47%	Timeline
USIGISHARES TR	11,369,294	$579M	4.42%	Timeline
IWFISHARES TR	1,066,633	$438M	3.35%	Timeline
USHYISHARES TR	11,282,244	$412M	3.14%	Timeline
IAGGISHARES TR	6,422,057	$320M	2.44%	Timeline
IWNISHARES TR	1,545,718	$286M	2.18%	Timeline
ESGDISHARES TR	2,874,555	$266M	2.03%	Timeline
GOOGLALPHABET INC	688,784	$198M	1.51%	Timeline
AGGISHARES TR	1,842,892	$183M	1.39%	Timeline
QDFFLEXSHARES TR	2,301,166	$178M	1.36%	Timeline
AAPLAPPLE INC	666,906	$169M	1.29%	Timeline
NVDANVIDIA CORPORATION	957,939	$167M	1.28%	Timeline
MSFTMICROSOFT CORP	446,570	$165M	1.26%	Timeline
IWOISHARES TR	466,740	$140M	1.07%	Timeline
IWDISHARES TR	645,769	$135M	1.03%	Timeline
ESGEISHARES INC	2,961,522	$130M	0.99%	Timeline
AMZNAMAZON COM INC	600,154	$125M	0.95%	Timeline
METAMETA PLATFORMS INC	167,237	$95.7M	0.73%	Timeline
AVGOBROADCOM INC	290,950	$90M	0.69%	Timeline
IWBISHARES TR	250,382	$86.8M	0.66%	Timeline
DBMFIM GLOBAL PARTNER FUNDS	2,861,026	$86.4M	0.66%	Timeline
JPMJPMORGAN CHASE & CO	235,959	$69.4M	0.53%	Timeline
VTEBVANGUARD MUN BD FDS	1,277,072	$63.7M	0.49%	Timeline
UNHUNITEDHEALTH GROUP INC	201,696	$54.6M	0.42%	Timeline
ESMLISHARES TR	1,024,984	$46.7M	0.36%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	97,041	$46.5M	0.35%	Timeline
VVISA INC	152,833	$46.2M	0.35%	Timeline
ITMVANECK ETF TRUST	946,835	$44M	0.34%	Timeline
VTEIVANGUARD MUN BD FDS	438,910	$43.9M	0.33%	Timeline
SUBISHARES TR	387,522	$41.3M	0.32%	Timeline
MAMASTERCARD INCORPORATED	81,885	$40.9M	0.31%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	79,694	$39.2M	0.3%	Timeline
XOMEXXON MOBIL CORP	204,213	$34.7M	0.26%	Timeline
BABOEING CO	169,795	$33.8M	0.26%	Timeline
NOWSERVICENOW INC	318,036	$33.3M	0.25%	Timeline
LLYELI LILLY & CO	35,221	$32.4M	0.25%	Timeline
AMLPALPS ETF TR	602,832	$32.1M	0.25%	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	625,027	$31.2M	0.24%	Timeline
JNJJOHNSON & JOHNSON	125,626	$30.7M	0.23%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	88,423	$29.9M	0.23%	Timeline
SPSBSPDR SERIES TRUST	993,900	$29.8M	0.23%	Timeline
AMATAPPLIED MATLS INC	85,917	$29.4M	0.22%	Timeline
APPAPPLOVIN CORP	72,191	$28.7M	0.22%	Timeline
WFCWELLS FARGO & CO	343,578	$27.4M	0.21%	Timeline
TJXTJX COS INC NEW	169,240	$27M	0.21%	Timeline
VTESVANGUARD WELLINGTON FD	266,166	$26.9M	0.21%	Timeline
APHAMPHENOL CORP	208,547	$26.3M	0.2%	Timeline
TSLATESLA INC	65,189	$24.2M	0.18%	Timeline
RTXRTX CORPORATION	123,949	$23.9M	0.18%	Timeline
NFLXNETFLIX INC.	247,517	$23.8M	0.18%	Timeline
MSMORGAN STANLEY	142,207	$23.4M	0.18%	Timeline
TGTTARGET CORP	192,853	$23.4M	0.18%	Timeline
ABBVABBVIE INC	105,981	$23M	0.18%	Timeline
CRWDCROWDSTRIKE HLDGS INC	58,894	$23M	0.18%	Timeline
MELIMERCADOLIBRE INC	12,974	$22.4M	0.17%	Timeline
PGPROCTER & GAMBLE CO	155,051	$22.4M	0.17%	Timeline
INTUINTUIT	51,520	$22.3M	0.17%	Timeline
PNCPNC FINL SVCS GROUP INC	106,876	$22.2M	0.17%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	149,188	$21.8M	0.17%	Timeline
MRKMERCK & CO INC	175,951	$21.2M	0.16%	Timeline
EQTEQT CORP	332,271	$21.1M	0.16%	Timeline
PANWPALO ALTO NETWORKS INC	128,640	$20.6M	0.16%	Timeline
PEPPEPSICO INC	131,672	$20.4M	0.16%	Timeline
SPGIS&P GLOBAL INC	47,912	$20.4M	0.16%	Timeline
BKNGBOOKING HOLDINGS INC	4,714	$19.8M	0.15%	Timeline
ETNEATON CORP PLC	54,797	$19.6M	0.15%	Timeline
VONVVANGUARD SCOTTSDALE FDS	206,738	$19M	0.14%	Timeline
MDLZMONDELEZ INTL INC	327,555	$18.9M	0.14%	Timeline
PLDPROLOGIS INC.	142,371	$18.8M	0.14%	Timeline
CMICUMMINS INC	34,646	$18.6M	0.14%	Timeline
WMTWALMART INC	149,857	$18.6M	0.14%	Timeline
PPLPPL CORP	479,217	$18.3M	0.14%	Timeline
GEVGE VERNOVA INC	20,702	$18.1M	0.14%	Timeline
DUKDUKE ENERGY CORP NEW	134,504	$17.6M	0.13%	Timeline
CARRCARRIER GLOBAL CORPORATION	311,829	$17.6M	0.13%	Timeline
CVXCHEVRON CORPORATION	82,609	$17.1M	0.13%	Timeline
FCXFREEPORT MCMORAN INC	287,271	$16.9M	0.13%	Timeline
LINLINDE PLC	33,805	$16.8M	0.13%	Timeline
MCKMCKESSON CORP	19,057	$16.5M	0.13%	Timeline
DEDEERE & CO	29,097	$16.4M	0.13%	Timeline
AMDADVANCED MICRO DEVICES INC	77,794	$15.8M	0.12%	Timeline
ROKROCKWELL AUTOMATION INC	42,991	$15.4M	0.12%	Timeline
BXBLACKSTONE INC	131,383	$15.1M	0.12%	Timeline
SPOTSPOTIFY TECHNOLOGY S A	31,068	$15.1M	0.11%	Timeline
PHPARKER-HANNIFIN CORP	16,327	$14.6M	0.11%	Timeline
XELXCEL ENERGY INC	183,308	$14.6M	0.11%	Timeline
PWRQUANTA SVCS INC	26,195	$14.4M	0.11%	Timeline
CSCOCISCO SYS INC	183,494	$14.2M	0.11%	Timeline
ORLYOREILLY AUTOMOTIVE INC	154,053	$14.2M	0.11%	Timeline
WMBWILLIAMS COS INC	194,094	$14.1M	0.11%	Timeline
VRTVERTIV HOLDINGS CO	53,586	$13.4M	0.1%	Timeline
NVONOVO-NORDISK A S	349,118	$12.8M	0.1%	Timeline
IVVISHARES TR	17,076	$10.8M	0.08%	Timeline
PMPHILIP MORRIS INTL INC	62,081	$10.3M	0.08%	Timeline
GOOGALPHABET INC	33,720	$9.66M	0.07%	Timeline
ISRGINTUITIVE SURGICAL INC	20,911	$9.64M	0.07%	Timeline
VUGVANGUARD INDEX FDS	18,030	$7.65M	0.06%	Timeline
VVVANGUARD INDEX FDS	25,102	$7.29M	0.06%	Timeline
ETRENTERGY CORP NEW	54,942	$6.17M	0.05%	Timeline
WELLWELLTOWER INC	28,997	$5.73M	0.04%	Timeline
VTIVANGUARD INDEX FDS	15,784	$4.92M	0.04%	Timeline
BACBANK OF AMER CORP	98,040	$4.78M	0.04%	Timeline
GEGE AEROSPACE	16,790	$4.76M	0.04%	Timeline
HDHOME DEPOT INC	14,262	$4.69M	0.04%	Timeline
ORCLORACLE CORP	31,740	$4.67M	0.04%	Timeline
ANETARISTA NETWORKS INC	36,989	$4.54M	0.03%	Timeline
LRCXLAM RESEARCH CORP	18,058	$3.86M	0.03%	Timeline
BSXBOSTON SCIENTIFIC CORP	59,575	$3.74M	0.03%	Timeline
KOCOCA COLA CO	44,619	$3.39M	0.03%	Timeline
MUMICRON TECHNOLOGY INC	10,016	$3.38M	0.03%	Timeline
CATCATERPILLAR INC	4,649	$3.29M	0.03%	Timeline
MCDMCDONALDS CORP	10,507	$3.26M	0.02%	Timeline
AMEAMETEK INC	15,210	$3.26M	0.02%	Timeline
GSGOLDMAN SACHS GROUP INC	3,671	$3.1M	0.02%	Timeline
COPCONOCOPHILLIPS	23,358	$3.08M	0.02%	Timeline
SYKSTRYKER CORPORATION	9,239	$3.04M	0.02%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,964	$2.95M	0.02%	Timeline
NETCLOUDFLARE INC	13,246	$2.73M	0.02%	Timeline
EFAISHARES TR	28,678	$2.7M	0.02%	Timeline
ABTABBOTT LABORATORIES	24,776	$2.54M	0.02%	Timeline
LOWLOWES COS INC	10,672	$2.52M	0.02%	Timeline
AMGNAMGEN INC	6,566	$2.31M	0.02%	Timeline
MRVLMARVELL TECHNOLOGY INC	22,152	$2.19M	0.02%	Timeline
SHOPSHOPIFY INC	18,455	$2.19M	0.02%	Timeline
AXPAMERICAN EXPRESS CO	7,225	$2.19M	0.02%	Timeline
NSCNORFOLK SOUTHN CORP	7,302	$2.1M	0.02%	Timeline
UNPUNION PAC CORP	8,628	$2.09M	0.02%	Timeline
KKRKKR & CO INC	21,064	$1.95M	0.01%	Timeline
IWSISHARES TR	13,618	$1.94M	0.01%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	9,115	$1.85M	0.01%	Timeline
IWPISHARES TR	14,774	$1.83M	0.01%	Timeline
HONHONEYWELL INTL INC	7,806	$1.76M	0.01%	Timeline
VEAVANGUARD TAX-MANAGED FDS	28,289	$1.75M	0.01%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	7,257	$1.75M	0.01%	Timeline
SHWSHERWIN WILLIAMS CO	5,392	$1.73M	0.01%	Timeline
NOCNORTHROP GRUMMAN CORP	2,495	$1.7M	0.01%	Timeline
LMTLOCKHEED MARTIN CORP	2,690	$1.63M	0.01%	Timeline
BNYBANK OF NY MELLON CORP	13,306	$1.58M	0.01%	Timeline
UBERUBER TECHNOLOGIES INC	21,613	$1.55M	0.01%	Timeline
CORCENCORA INC	4,903	$1.54M	0.01%	Timeline
DHRDANAHER CORP DEL	8,103	$1.54M	0.01%	Timeline
HUBBHUBBELL INC	2,937	$1.44M	0.01%	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	2	$1.44M	0.01%	Timeline
VONGVANGUARD SCOTTSDALE FDS	12,794	$1.36M	0.01%	Timeline
VTVVANGUARD INDEX FDS	6,888	$1.33M	0.01%	Timeline
AEPAMERICAN ELEC PWR CO INC	10,086	$1.32M	0.01%	Timeline
CBCHUBB LIMITED	4,040	$1.32M	0.01%	Timeline
NEENEXTERA ENERGY INC	13,648	$1.27M	0.01%	Timeline
TXNTEXAS INSTRS INC	6,151	$1.19M	0.01%	Timeline
PFEPFIZER INC	42,474	$1.19M	0.01%	Timeline
GILDGILEAD SCIENCES INC	8,497	$1.18M	0.01%	Timeline
SPYGSPDR SERIES TRUST	12,581	$1.18M	0.01%	Timeline
SOSOUTHERN CO	12,072	$1.17M	0.01%	Timeline
QCOMQUALCOMM INC	8,917	$1.15M	0.01%	Timeline
SNPSSYNOPSYS INC	2,871	$1.14M	0.01%	Timeline
ADBEADOBE INC	4,674	$1.14M	0.01%	Timeline
ADIANALOG DEVICES INC	3,554	$1.13M	0.01%	Timeline
SNOWSNOWFLAKE INC	7,370	$1.11M	0.01%	Timeline
QQQINVESCO QQQ TR	1,951	$1.11M	0.01%	Timeline
CLCOLGATE PALMOLIVE CO	12,601	$1.07M	0.01%	Timeline
AFLAFLAC INC	9,681	$1.06M	0.01%	Timeline
VZVERIZON COMMUNICATIONS INC	20,907	$1.05M	0.01%	Timeline
MMM3M CO	7,039	$1.02M	0.01%	Timeline
ITWILLINOIS TOOL WKS INC	3,861	$1M	0.01%	Timeline
CSXCSX CORP	23,492	$964K	0.01%	Timeline
DISDISNEY WALT CO	9,814	$944K	0.01%	Timeline
SWSMURFIT WESTROCK PLC	22,960	$915K	0.01%	Timeline
SYYSYSCO CORP	12,802	$913K	0.01%	Timeline
MCOMOODYS CORP	2,050	$894K	0.01%	Timeline
TRVTRAVELERS COMPANIES INC	3,051	$890K	0.01%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	14,290	$866K	0.01%	Timeline
ACNACCENTURE PLC IRELAND	4,359	$864K	0.01%	Timeline
BNBROOKFIELD CORP	21,143	$856K	0.01%	Timeline
TTTRANE TECHNOLOGIES PLC	1,976	$823K	0.01%	Timeline
IRINGERSOLL RAND INC	10,139	$812K	0.01%	Timeline
PSXPHILLIPS 66	4,349	$792K	0.01%	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	26,060	$785K	0.01%	Timeline
MUBISHARES TR	7,235	$767K	0.01%	Timeline
EMREMERSON ELEC CO	5,838	$761K	0.01%	Timeline
KLACKLA CORP	507	$746K	0.01%	Timeline
TAT&T INC	25,627	$742K	0.01%	Timeline
CMCSACOMCAST CORP NEW	25,586	$735K	0.01%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	2,103	$726K	0.01%	Timeline
VOOVANGUARD INDEX FDS	1,242	$722K	0.01%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	2,476	$719K	0.01%	Timeline
MOALTRIA GROUP INC	10,664	$704K	0.01%	Timeline
NYFISHARES TR	12,934	$686K	0.01%	Timeline
AEEAMEREN CORP	6,134	$674K	0.01%	Timeline
GLWCORNING INC	4,948	$672K	0.01%	Timeline
BNDVANGUARD BD INDEX FDS	8,938	$657K	0.01%	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	1,669	$654K	<0.01%	Timeline
ALLALLSTATE CORP	3,090	$641K	<0.01%	Timeline
XPOXPO INC	3,265	$635K	<0.01%	Timeline
INTCINTEL CORP	14,192	$623K	<0.01%	Timeline
WMWASTE MGMT INC DEL	2,669	$613K	<0.01%	Timeline
BLKBLACKROCK INC	635	$608K	<0.01%	Timeline
COFCAPITAL ONE FINL CORP	3,163	$577K	<0.01%	Timeline
SBUXSTARBUCKS CORP	6,362	$570K	<0.01%	Timeline
CRMSALESFORCE INC	3,009	$562K	<0.01%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	1,257	$561K	<0.01%	Timeline
ECLECOLAB INC	2,059	$548K	<0.01%	Timeline
MRSHMARSH & MCLENNAN COS INC	3,116	$540K	<0.01%	Timeline
ZTSZOETIS INC	4,535	$536K	<0.01%	Timeline
STTSTATE STR CORP	4,175	$528K	<0.01%	Timeline
CEGCONSTELLATION ENERGY CORP	1,852	$518K	<0.01%	Timeline
PPGPPG INDS INC	4,843	$518K	<0.01%	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	3,185	$517K	<0.01%	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	6,322	$512K	<0.01%	Timeline
USBUS BANCORP	9,835	$511K	<0.01%	Timeline
SNASNAP ON INC	1,407	$511K	<0.01%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	9,645	$506K	<0.01%	Timeline
URIUNITED RENTALS INC	675	$492K	<0.01%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	735	$468K	<0.01%	Timeline
MSIMOTOROLA SOLUTIONS INC	1,066	$463K	<0.01%	Timeline
ROSTROSS STORES INC	2,125	$460K	<0.01%	Timeline
SCHWCHARLES SCHWAB CORP (THE)	4,894	$460K	<0.01%	Timeline
GWWWW GRAINGER INC	418	$456K	<0.01%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,604	$445K	<0.01%	Timeline
OTISOTIS WORLDWIDE CORP	5,673	$437K	<0.01%	Timeline
EDCONSOLIDATED EDISON INC	3,748	$424K	<0.01%	Timeline
SCHCSCHWAB STRATEGIC TR	9,356	$423K	<0.01%	Timeline
MPCMARATHON PETE CORP	1,669	$408K	<0.01%	Timeline
NRGNRG ENERGY INC	2,774	$405K	<0.01%	Timeline
TFCTRUIST FINL CORP	8,795	$404K	<0.01%	Timeline
OREALTY INCOME CORP	6,541	$400K	<0.01%	Timeline
CITHE CIGNA GROUP	1,467	$391K	<0.01%	Timeline
ABNBAIRBNB INC	3,040	$384K	<0.01%	Timeline
CMECME GROUP INC	1,286	$380K	<0.01%	Timeline
AONAON PLC	1,098	$354K	<0.01%	Timeline
TMUST-MOBILE US INC	1,687	$354K	<0.01%	Timeline
CTVACORTEVA INC	4,223	$353K	<0.01%	Timeline
YUMYUM BRANDS INC	2,232	$347K	<0.01%	Timeline
CVSCVS HEALTH CORP	4,805	$344K	<0.01%	Timeline
NTRSNORTHERN TR CORP	2,429	$339K	<0.01%	Timeline
AZNASTRAZENECA PLC	1,657	$327K	<0.01%	Timeline
VOVANGUARD INDEX FDS	1,157	$325K	<0.01%	Timeline
PGRPROGRESSIVE CORP	1,603	$318K	<0.01%	Timeline
CPRTCOPART INC	9,459	$314K	<0.01%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,995	$314K	<0.01%	Timeline
GDGENERAL DYNAMICS CORP	901	$309K	<0.01%	Timeline
NKENIKE INC	5,792	$306K	<0.01%	Timeline
VBKVANGUARD INDEX FDS	1,055	$306K	<0.01%	Timeline
DOVDOVER CORP	1,398	$291K	<0.01%	Timeline
SPDWSPDR INDEX SHS FDS	6,402	$283K	<0.01%	Timeline
ASMLASML HLDG NV	209	$276K	<0.01%	Timeline
VBRVANGUARD INDEX FDS	1,298	$276K	<0.01%	Timeline
PAYXPAYCHEX INC	2,937	$271K	<0.01%	Timeline
EOGEOG RES INC	1,871	$270K	<0.01%	Timeline
EXCEXELON CORP	5,517	$270K	<0.01%	Timeline
AZOAUTOZONE INC	80	$270K	<0.01%	Timeline
DDOMINION ENERGY INC	4,361	$270K	<0.01%	Timeline
FDXFEDEX CORP	741	$264K	<0.01%	Timeline
CRCRANE COMPANY	1,540	$263K	<0.01%	Timeline
EPDENTERPRISE PRODS PARTNERS L	6,784	$257K	<0.01%	Timeline
VLTOVERALTO CORP	2,899	$256K	<0.01%	Timeline
CCITIGROUP INC	2,248	$255K	<0.01%	Timeline
LUVSOUTHWEST AIRLS CO	6,556	$246K	<0.01%	Timeline
DELLDELL TECHNOLOGIES INC	1,480	$243K	<0.01%	Timeline
MKCMCCORMICK & CO INC	4,815	$243K	<0.01%	Timeline
SPEMSPDR INDEX SHS FDS	5,284	$240K	<0.01%	Timeline
CAHCARDINAL HEALTH INC	1,132	$239K	<0.01%	Timeline
ELVELEVANCE HEALTH INC FORMERLY	789	$231K	<0.01%	Timeline
SHELSHELL PLC	2,462	$229K	<0.01%	Timeline
ULTAULTA BEAUTY INC	436	$228K	<0.01%	Timeline
HSYHERSHEY CO	1,084	$227K	<0.01%	Timeline
ENBENBRIDGE INC	4,126	$223K	<0.01%	Timeline
TOLTOLL BROTHERS INC	1,628	$222K	<0.01%	Timeline
KMBKIMBERLY-CLARK CORP	2,296	$221K	<0.01%	Timeline
SPYVSPDR SERIES TRUST	3,968	$221K	<0.01%	Timeline
AMTAMERICAN TOWER CORP	1,270	$219K	<0.01%	Timeline
CCKCROWN HLDGS INC	2,141	$215K	<0.01%	Timeline
EWEDWARDS LIFESCIENCES CORP	2,678	$214K	<0.01%	Timeline
VLOVALERO ENERGY CORP	849	$210K	<0.01%	Timeline
QQNITY ELECTRONICS INC	1,810	$209K	<0.01%	Timeline
EBAYEBAY INC.	2,286	$208K	<0.01%	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,461	$203K	<0.01%	Timeline
ROPROPER TECHNOLOGIES INC	571	$202K	<0.01%	Timeline
VGTVANGUARD WORLD FD	289	$202K	<0.01%	Timeline
RSGREPUBLIC SVCS INC	919	$201K	<0.01%	Timeline
CTASCINTAS CORP	1,190	$201K	<0.01%	Timeline
SWKSTANLEY BLACK & DECKER INC	2,748	$195K	<0.01%	Timeline
CLXCLOROX CO DEL	1,868	$193K	<0.01%	Timeline
GISGENERAL MILLS INC	5,136	$191K	<0.01%	Timeline
XLKSELECT SECTOR SPDR TR	1,447	$191K	<0.01%	Timeline
AWKAMERICAN WTR WKS CO INC NEW	1,388	$190K	<0.01%	Timeline
INGRINGREDION INC	1,666	$188K	<0.01%	Timeline
WECWEC ENERGY GROUP INC	1,598	$185K	<0.01%	Timeline
NVSNOVARTIS AG	1,176	$180K	<0.01%	Timeline
BPBP PLC	3,808	$179K	<0.01%	Timeline
AMPAMERIPRISE FINL INC	400	$178K	<0.01%	Timeline
JCIJOHNSON CONTROLS INTERNATION	1,322	$173K	<0.01%	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	1,894	$171K	<0.01%	Timeline
GXOGXO LOGISTICS INCORPORATED	3,254	$169K	<0.01%	Timeline
IJHISHARES TR	2,562	$168K	<0.01%	Timeline
DDDUPONT DE NEMOURS INC	3,610	$165K	<0.01%	Timeline
ESEVERSOURCE ENERGY	2,333	$161K	<0.01%	Timeline
TELTE CONNECTIVITY PLC	767	$160K	<0.01%	Timeline
NUENUCOR CORP	943	$159K	<0.01%	Timeline
LNGCHENIERE ENERGY INC	556	$158K	<0.01%	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	332	$158K	<0.01%	Timeline
AJGGALLAGHER ARTHUR J & CO	717	$155K	<0.01%	Timeline
XLFSELECT SECTOR SPDR TR	3,150	$154K	<0.01%	Timeline
GSKGSK PLC	2,732	$151K	<0.01%	Timeline
IJRISHARES TR	1,239	$150K	<0.01%	Timeline
SPGSIMON PPTY GROUP INC NEW	788	$147K	<0.01%	Timeline
FISVFISERV INC	2,620	$146K	<0.01%	Timeline
MARMARRIOTT INTL INC NEW	447	$146K	<0.01%	Timeline
DOWDOW HLDGS INC	3,508	$146K	<0.01%	Timeline
SRESEMPRA	1,491	$145K	<0.01%	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	5,744	$136K	<0.01%	Timeline
VBVANGUARD INDEX FDS	533	$135K	<0.01%	Timeline
FASTFASTENAL CO	2,901	$135K	<0.01%	Timeline
IWYISHARES TR	535	$133K	<0.01%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	1,811	$132K	<0.01%	Timeline
SOLSSOLSTICE ADVANCED MATLS INC	1,649	$125K	<0.01%	Timeline
VMBSVANGUARD SCOTTSDALE FDS	2,676	$125K	<0.01%	Timeline
EIXEDISON INTL	1,699	$124K	<0.01%	Timeline
VYMVANGUARD WHITEHALL FDS	830	$121K	<0.01%	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	1,691	$120K	<0.01%	Timeline
HIGHARTFORD INSURANCE GROUP INC	874	$118K	<0.01%	Timeline
KRKROGER CO	1,605	$116K	<0.01%	Timeline
BIIBBIOGEN INC	629	$115K	<0.01%	Timeline
MLMMARTIN MARIETTA MATLS INC	196	$115K	<0.01%	Timeline
SOLVSOLVENTUM CORP	1,740	$114K	<0.01%	Timeline
BDXBECTON DICKINSON & CO	722	$114K	<0.01%	Timeline
YUMCYUM CHINA HLDGS INC	2,326	$113K	<0.01%	Timeline
VGSHVANGUARD SCOTTSDALE FDS	1,902	$111K	<0.01%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	527	$111K	<0.01%	Timeline
ADMARCHER DANIELS MIDLAND CO	1,529	$111K	<0.01%	Timeline
GWXSPDR INDEX SHS FDS	2,708	$111K	<0.01%	Timeline
DFAIDIMENSIONAL ETF TRUST	2,921	$111K	<0.01%	Timeline
ADSKAUTODESK INC	455	$109K	<0.01%	Timeline
TSCOTRACTOR SUPPLY CO	2,386	$108K	<0.01%	Timeline
UPSUNITED PARCEL SVCS INC	1,087	$107K	<0.01%	Timeline
LNTALLIANT ENERGY CORP	1,477	$106K	<0.01%	Timeline
HWMHOWMET AEROSPACE INC	454	$104K	<0.01%	Timeline
OKEONEOK INC NEW	1,147	$104K	<0.01%	Timeline
IUSVISHARES TR	1,019	$102K	<0.01%	Timeline
ACGLARCH CAP GROUP LTD	1,049	$101K	<0.01%	Timeline
PRUPRUDENTIAL FINL INC	1,030	$101K	<0.01%	Timeline
GMGENERAL MTRS CO	1,340	$99.7K	<0.01%	Timeline
HPQHP INC	5,120	$98.3K	<0.01%	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	2,287	$94.4K	<0.01%	Timeline
HCAHCA HEALTHCARE INC	199	$94.1K	<0.01%	Timeline
DRIDARDEN RESTAURANTS INC	479	$93.8K	<0.01%	Timeline
XYLXYLEM INC	782	$93.4K	<0.01%	Timeline
TROWPRICE T ROWE GROUP INC	1,033	$93.1K	<0.01%	Timeline
KMIKINDER MORGAN INC DEL	2,754	$92.4K	<0.01%	Timeline
CMFISHARES TR	1,596	$90.5K	<0.01%	Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	2,036	$90.5K	<0.01%	Timeline
IUSGISHARES TR	602	$89.8K	<0.01%	Timeline
FITBFIFTH THIRD BANCORP	1,913	$88.8K	<0.01%	Timeline
SLBSLB LIMITED	1,702	$87.5K	<0.01%	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	145	$86.9K	<0.01%	Timeline
FISFIDELITY NATL INFORMATION SV	1,811	$85K	<0.01%	Timeline
GPCGENUINE PARTS CO	786	$83K	<0.01%	Timeline
WBDWARNER BROS DISCOVERY INC	2,894	$79.2K	<0.01%	Timeline
VRSNVERISIGN INC	311	$77.2K	<0.01%	Timeline
SPTMSPDR SERIES TRUST	1,002	$77K	<0.01%	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	1,174	$75.9K	<0.01%	Timeline
CNPCENTERPOINT ENERGY INC	1,749	$75.4K	<0.01%	Timeline
FEFIRSTENERGY CORP	1,488	$75.4K	<0.01%	Timeline
VNQVANGUARD INDEX FDS	860	$75.1K	<0.01%	Timeline
VOTVANGUARD INDEX FDS	300	$74.9K	<0.01%	Timeline
NINISOURCE INC	1,548	$72.2K	<0.01%	Timeline
SCHFSCHWAB STRATEGIC TR	2,985	$71.6K	<0.01%	Timeline
QSRRESTAURANT BRANDS INTL INC	964	$71.2K	<0.01%	Timeline
CHDCHURCH & DWIGHT CO INC	763	$71.2K	<0.01%	Timeline
CSLCARLISLE COS INC	210	$70.2K	<0.01%	Timeline
PYPLPAYPAL HLDGS INC	1,551	$70.1K	<0.01%	Timeline
WATWATERS CORP	235	$70K	<0.01%	Timeline
IRMIRON MTN INC DEL	682	$69.7K	<0.01%	Timeline
FFORD MTR CO	5,921	$67.9K	<0.01%	Timeline
NVTNVENT ELEC PLC	573	$67.8K	<0.01%	Timeline
MDTMEDTRONIC PLC	774	$67K	<0.01%	Timeline
ULUNILEVER PLC	1,171	$66.7K	<0.01%	Timeline
IWRISHARES TR	704	$66.7K	<0.01%	Timeline
PCARPACCAR INC	566	$65.4K	<0.01%	Timeline
OMCOMNICOM GROUP INC	861	$64.8K	<0.01%	Timeline
XLYSELECT SECTOR SPDR TR	599	$64.5K	<0.01%	Timeline
DTEDTE ENERGY CO	432	$63.2K	<0.01%	Timeline
DLRDIGITAL RLTY TR INC	341	$61.1K	<0.01%	Timeline
DIASTATE STR SPDR DOW JONES IND	132	$61.1K	<0.01%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	916	$60.8K	<0.01%	Timeline
IWMISHARES TR	246	$58.9K	<0.01%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	313	$58.8K	<0.01%	Timeline
IVEISHARES TR	281	$58.3K	<0.01%	Timeline
BSVVANGUARD BD INDEX FDS	741	$58K	<0.01%	Timeline
SJMSMUCKER J M CO	598	$57.5K	<0.01%	Timeline
ITOTISHARES TR	404	$55.9K	<0.01%	Timeline
XLCSELECT SECTOR SPDR TR	508	$55.7K	<0.01%	Timeline
ESGVVANGUARD WORLD FD	510	$55.4K	<0.01%	Timeline
NFGNATIONAL FUEL GAS CO	588	$55.2K	<0.01%	Timeline
SCHASCHWAB STRATEGIC TR	1,953	$54.8K	<0.01%	Timeline
METMETLIFE INC	769	$54.4K	<0.01%	Timeline
VXUSVANGUARD STAR FDS	726	$54.2K	<0.01%	Timeline
OXYOCCIDENTAL PETE CORP	824	$53.6K	<0.01%	Timeline
AVYAVERY DENNISON CORP	303	$52.3K	<0.01%	Timeline
VMCVULCAN MATLS CO	186	$50.6K	<0.01%	Timeline
XLISELECT SECTOR SPDR TR	320	$50.6K	<0.01%	Timeline
KNFKNIFE RIVER CORP	605	$49.4K	<0.01%	Timeline
SPBOSPDR SERIES TRUST	1,659	$47.9K	<0.01%	Timeline
QUALISHARES TR	252	$47K	<0.01%	Timeline
VHTVANGUARD WORLD FD	168	$45.8K	<0.01%	Timeline
CNICANADIAN NATL RY CO	444	$45.6K	<0.01%	Timeline
XLVSELECT SECTOR SPDR TR	309	$45K	<0.01%	Timeline
SCHXSCHWAB STRATEGIC TR	1,805	$45K	<0.01%	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	732	$44.9K	<0.01%	Timeline
FTNTFORTINET INC	546	$44.6K	<0.01%	Timeline
AAGILENT TECHNOLOGIES INC	383	$43.7K	<0.01%	Timeline
MFCMANULIFE FINL CORP	1,248	$43K	<0.01%	Timeline
WTRGESSENTIAL UTILS INC	1,052	$43K	<0.01%	Timeline
OGEOGE ENERGY CORP	883	$42.3K	<0.01%	Timeline
TXTTEXTRON INC	480	$42K	<0.01%	Timeline
XLESELECT SECTOR SPDR TR	677	$41.7K	<0.01%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	1,284	$41K	<0.01%	Timeline
TDGTRANSDIGM GROUP INC	35	$40.5K	<0.01%	Timeline
STZCONSTELLATION BRANDS INC	270	$40.5K	<0.01%	Timeline
EEMISHARES TR	734	$40.2K	<0.01%	Timeline
MTBM & T BK CORP	193	$39.9K	<0.01%	Timeline
AFGAMERICAN FINANCIAL GROUP INC	312	$39.8K	<0.01%	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	439	$39.8K	<0.01%	Timeline
RCLROYAL CARIBBEAN GROUP	147	$39.6K	<0.01%	Timeline
BNDXVANGUARD CHARLOTTE FDS	803	$38.4K	<0.01%	Timeline
EMNEASTMAN CHEM CO	497	$37.9K	<0.01%	Timeline
CPCANADIAN PACIFIC KANSAS CITY	472	$37.1K	<0.01%	Timeline
DGRWWISDOMTREE TR	417	$35.7K	<0.01%	Timeline
DGXQUEST DIAGNOSTICS INC	181	$35.5K	<0.01%	Timeline
MNSTMONSTER BEVERAGE CORP NEW	488	$35.3K	<0.01%	Timeline
USMVISHARES TR	380	$34.8K	<0.01%	Timeline
ETENERGY TRANSFER L P	1,795	$34.7K	<0.01%	Timeline
OEFISHARES TR	110	$33.9K	<0.01%	Timeline
VTRSVIATRIS INC	2,473	$33.4K	<0.01%	Timeline
SCHDSCHWAB STRATEGIC TR	1,088	$33.2K	<0.01%	Timeline
IDXXIDEXX LABS INC	59	$33.2K	<0.01%	Timeline
IEIISHARES TR	273	$32.3K	<0.01%	Timeline
DFATDIMENSIONAL ETF TRUST	500	$30.6K	<0.01%	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	108	$30.5K	<0.01%	Timeline
DCIDONALDSON INC	359	$30.5K	<0.01%	Timeline
LNCLINCOLN NATL CORP IND	858	$30.5K	<0.01%	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	500	$30.4K	<0.01%	Timeline
VOEVANGUARD INDEX FDS	164	$30K	<0.01%	Timeline
GRMNGARMIN LTD	129	$29.9K	<0.01%	Timeline
SLYGSPDR SERIES TRUST	311	$29K	<0.01%	Timeline
SPXCSPX TECHNOLOGIES INC	139	$27.8K	<0.01%	Timeline
EFXEQUIFAX INC	154	$27.7K	<0.01%	Timeline
IWXISHARES TR	289	$26.8K	<0.01%	Timeline
SCHBSCHWAB STRATEGIC TR	1,096	$26.7K	<0.01%	Timeline
FNDXSCHWAB STRATEGIC TR	959	$26.4K	<0.01%	Timeline
NEMNEWMONT CORP	241	$26.1K	<0.01%	Timeline
NUMVNUSHARES ETF TR	673	$26.1K	<0.01%	Timeline
TIPISHARES TR	233	$25.7K	<0.01%	Timeline
XLBSELECT SECTOR SPDR TR	512	$25.6K	<0.01%	Timeline
IYYISHARES TR	160	$25.4K	<0.01%	Timeline
MKLMARKEL GROUP INC	13	$24.9K	<0.01%	Timeline
WSMWILLIAMS SONOMA INC	134	$24.4K	<0.01%	Timeline
VRSKVERISK ANALYTICS INC	127	$24.1K	<0.01%	Timeline
CBSHCOMMERCE BANCSHARES INC	479	$23.6K	<0.01%	Timeline
IVWISHARES TR	213	$23.2K	<0.01%	Timeline
EXPEEXPEDIA GROUP INC	98	$22.6K	<0.01%	Timeline
TYLTYLER TECHNOLOGIES INC	66	$22.6K	<0.01%	Timeline
ATOATMOS ENERGY CORP	115	$21.2K	<0.01%	Timeline
EQIXEQUINIX INC	21	$20.6K	<0.01%	Timeline
DFAEDIMENSIONAL ETF TRUST	623	$20.4K	<0.01%	Timeline
ESSESSEX PPTY TR INC	83	$20.1K	<0.01%	Timeline
VOOVVANGUARD ADMIRAL FDS INC	100	$20K	<0.01%	Timeline
PXFINVESCO EXCH TRADED FD TR II	295	$20K	<0.01%	Timeline
VPUVANGUARD WORLD FD	100	$19.8K	<0.01%	Timeline
DTMDT MIDSTREAM INC	139	$18.7K	<0.01%	Timeline
CMSCMS ENERGY CORP	235	$18.2K	<0.01%	Timeline
NUMGNUSHARES ETF TR	442	$18.2K	<0.01%	Timeline
DVYISHARES TR	120	$18K	<0.01%	Timeline
DFAUDIMENSIONAL ETF TRUST	401	$17.6K	<0.01%	Timeline
SCCOSOUTHERN COPPER CORP	102	$17.6K	<0.01%	Timeline
BIVVANGUARD BD INDEX FDS	228	$17.5K	<0.01%	Timeline
HLNHALEON PLC	1,712	$17.1K	<0.01%	Timeline
SDYSPDR SERIES TRUST	117	$16.9K	<0.01%	Timeline
FLRNSPDR SERIES TRUST	535	$16.5K	<0.01%	Timeline
DLTRDOLLAR TREE INC	150	$16.4K	<0.01%	Timeline
VIGIVANGUARD WHITEHALL FDS	185	$15.9K	<0.01%	Timeline
AIGAMERICAN INTL GROUP INC	212	$15.9K	<0.01%	Timeline
XLUSELECT SECTOR SPDR TR	346	$15.9K	<0.01%	Timeline
CWCURTISS WRIGHT CORP	23	$15.7K	<0.01%	Timeline
IDAIDACORP INC	108	$15.4K	<0.01%	Timeline
WPCWP CAREY INC	220	$14.9K	<0.01%	Timeline
LHLABCORP HOLDINGS INC	55	$14.7K	<0.01%	Timeline
EMBISHARES TR	156	$14.5K	<0.01%	Timeline
RPMRPM INTL INC	145	$14.4K	<0.01%	Timeline
CHKPCHECK POINT SOFTWARE TECH LT	99	$14.1K	<0.01%	Timeline
IEFISHARES TR	141	$13.4K	<0.01%	Timeline
FANGDIAMONDBACK ENERGY INC	67	$13.3K	<0.01%	Timeline
AKAMAKAMAI TECHNOLOGIES INC	113	$13K	<0.01%	Timeline
SPYMSPDR SERIES TRUST	173	$12.9K	<0.01%	Timeline
NDSNNORDSON CORP	48	$12.8K	<0.01%	Timeline
RWRSPDR SERIES TRUST	121	$12.1K	<0.01%	Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000930413-26-001567	base		2026-05-12	acceptance time not in the bulk data set	2026-10-06 09:58:43 UTC