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Nancy Oliver

Cary Street Partners Financial Llc

Assets Managed
$4.576B
Holdings
1085
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.37%(2Q avg: 6.67%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cary Street Partners Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1085 positions.

Assets under management

The assets under management (AUM) of Cary Street Partners Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 4.576B in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 6.67%. The portfolio is managed by Nancy Oliver, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.38%
3.1%
$141.716M
650,283 shares@ $217.93 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.06%
3.05%
$139.437M
481,881 shares@ $289.36 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 451.14%
2.46%
$112.429M
1.326M shares@ $84.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.27%
1.77%
$80.745M
228,525 shares@ $353.34 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.16%
1.75%
$79.725M
213,728 shares@ $373.02 avg price
TACK
Fairlead Tactical Sector Etf
Recent Activity
Decreased -1.57%
1.68%
$76.455M
2.417M shares@ $31.63 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Decreased -1.79%
1.41%
$64.287M
516,696 shares@ $124.43 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 11.36%
1.34%
$60.904M
814,245 shares@ $74.8 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Decreased -0.36%
1.32%
$60.042M
1.531M shares@ $39.21 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -2.51%
1.27%
$57.702M
190,361 shares@ $303.13 avg price

1-10 of 1085