Holdings
James T. Borello RIA
As of Sep 30, 2026, James T. Borello RIA reported 1,199 positions worth US$464M. Largest: Capital Group Core Equity ETF, State Street SPDR Portfolio S&P 500 Growth ETF and Capital Group Dividend Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Capital Group Core Equity ETF | 990K | US$44M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 286K | US$35.2M | first report | Sep 30, 2026 |
| Capital Group Dividend Value ETF | 684K | US$33.4M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio Developed World ex-US ETF | 600K | US$30.1M | first report | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 4,802 | US$27M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | 277K | US$25.5M | first report | Sep 30, 2026 |
| Capital Group International Focus Equity ETF | 721K | US$24.7M | first report | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | 285K | US$18M | first report | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 21,590 | US$16.5M | first report | Sep 30, 2026 |
| T. Rowe Price Dividend Growth ETF | 340K | US$16.4M | first report | Sep 30, 2026 |