Howe & Rusling
Howe & Rusling reported 479 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VTI (4.5%), IVV (3.7%) and IUSG (3.7%). Compared with Q1 2026, the fund opened new positions in HON, HONA and DDOG, added to VTI, IVV and IUSG, trimmed AVGO, XOM and GOOG and sold out of ACN, Q and DD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $77.1M | 4.5% | 208K | +16K (+8%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $64.4M | 3.7% | 86K | +5,908 (+7%) | 8 of 8 | |
| 3 |  IUSG Ishares TR | $63.9M | 3.7% | 340K | +1,121 (+0%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $62.2M | 3.6% | 190K | +3,638 (+2%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $61M | 3.5% | 161K | −212 (−0%) | 8 of 8 | |
| 6 |  VCIT Vanguard Scottsdale Fds | $54.4M | 3.2% | 659K | +35K (+6%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $48.5M | 2.8% | 168K | +1,079 (+1%) | 8 of 8 | |
| 8 |  IUSV Ishares TR | $45.9M | 2.7% | 417K | +58K (+16%) | 8 of 8 | |
| 9 |  GVI Blackrock, Inc. | $43.7M | 2.5% | 412K | +17K (+4%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $36.7M | 2.1% | 184K | +304 (+0%) | 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.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $27.7M | 122K |
 ACN Accenture PLC Ireland | $10.3M | 52K |
 Q Qnity Electronics Inc | $717K | 6,214 |
 DD Dupont DE Nemours Inc | $536K | 12K |
 SWKS Skyworks Solutions Inc | $516K | 9,638 |
🔒 Free account: see all 30.
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 | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Howe & Rusling 13F FAQ
What does Howe & Rusling own?
Howe & Rusling reported 479 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VTI (4.5%), IVV (3.7%) and IUSG (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Howe & Rusling buy and sell in Q2 2026?
Compared with Q1 2026: 56 new positions, 232 added to, 94 trimmed and 54 sold out. New positions include HON, HONA and DDOG. It sold all of ACN, Q and DD.
When will Howe & Rusling 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 Howe & Rusling's portfolio worth?
The Q2 2026 filing reports $1.7B 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.