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DENISE M BUCHANAN

Captrust Financial Advisors

Assets Managed
$57.305B
Holdings
2931
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
9%(2Q avg: 8.11%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Captrust Financial Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2931 positions.

Assets under management

The assets under management (AUM) of Captrust Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 57.305B in assets, with a quarterly growth rate of 9% and a 2-quarter average growth rate of 8.11%. The portfolio is managed by DENISE M BUCHANAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.15%
4.91%
$2.813B
4.306M shares@ $653.15 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.18%
3.62%
$2.071B
32.33M shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.24%
3.47%
$1.983B
7.815M shares@ $253.77 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 6.83%
2.77%
$1.585B
19.191M shares@ $82.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 29.72%
2.51%
$1.433B
8.222M shares@ $174.28 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 4.34%
2.29%
$1.307B
6.662M shares@ $196.19 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 21.43%
2.18%
$1.245B
3.364M shares@ $370.11 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 26.68%
1.65%
$944.919M
3.286M shares@ $287.53 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 1.34%
1.65%
$943.688M
10.893M shares@ $86.64 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 36.66%
1.35%
$771.698M
3.706M shares@ $208.26 avg price

1-10 of 2931