Split Rock Private Trading & Wealth Management, LLC

Split Rock Private Trading & Wealth Management, LLC reported 49 holdings worth US$146M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 22, 2026

Split Rock Private Trading & Wealth Management, LLC reported 49 holdings worth US$146M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).

Holdings
49
Value as reported
US$146M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc25,528US$7.39M5.1%
Amazon.com, Inc.27,865US$6.64M4.6%
Nvidia Corporation7,731US$1.55M1.1%
Microsoft Corp.4,145US$1.55M1.1%
Quanta Services, Inc.1,480US$1.07M0.73%
Berkshire Hathaway Inc.2,032US$1.02M0.70%
Exxon Mobil Corporation3,237US$443K0.30%
Broadcom Inc.1,121US$424K0.29%
Walmart Inc.3,670US$416K0.29%
Advanced Micro Devices Inc679US$395K0.27%
United Parcel Service, Inc.2,036US$219K0.15%
Oracle Corporation1,456US$213K0.15%
Alamos Gold Inc.6,990US$212K0.15%
Eledon Pharmaceuticals, Inc.10,000US$39,4000.03%
W. P. Carey Inc. Reit0US$00.00%

Source

View original at SEC

Related