Bishop & Co Investment Management
Bishop & Co Investment Management reported 26 stocks worth $325M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are VTV (18.9%), IEFA (14.6%) and VUG (14.1%). Compared with Q1 2026, the fund added to VTV, IEFA and VUG and trimmed VOO, SCHG and SCHE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTV Vanguard Index Fds | $61.4M | 18.9% | 282K | +1,030 (+0%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $47.5M | 14.6% | 492K | +3,289 (+1%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $45.7M | 14.1% | 530K | +443K (+504%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $44.1M | 13.6% | 533K | +15K (+3%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $29.2M | 9.0% | 430K | +3,272 (+1%) | 3 of 8 | |
| 6 |  VOO Vanguard S&P 500 ETF | $16.2M | 5.0% | 24K | −72 (−0%) | 8 of 8 | |
| 7 |  IWS Ishares TR | $15.3M | 4.7% | 93K | +150 (+0%) | 8 of 8 | |
| 8 |  IWP Ishares TR | $15.1M | 4.7% | 103K | +1,478 (+1%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $14.1M | 4.3% | 237K | +581 (+0%) | 8 of 8 | |
| 10 |  SCHV Schwab US Large Cap | $9.7M | 3.0% | 279K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bishop & Co Investment Management 13F FAQ
What does Bishop & Co Investment Management own?
Bishop & Co Investment Management reported 26 stocks worth $325M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are VTV (18.9%), IEFA (14.6%) and VUG (14.1%). The table above lists every position in the filing (the top 10 without an account).
What did Bishop & Co Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 8 added to, 9 trimmed and 0 sold out.
When will Bishop & Co Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bishop & Co Investment Management's portfolio worth?
The Q2 2026 filing reports $325M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.