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Nancy Oliver

Cary Street Partners Investment Advisory Llc

Assets Managed
$494.197M
Holdings
758
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
26.22%(2Q avg: 15.94%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cary Street Partners Investment Advisory Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 758 positions.

Assets under management

The assets under management (AUM) of Cary Street Partners Investment Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 494.197M in assets, with a quarterly growth rate of 26.22% and a 2-quarter average growth rate of 15.94%. The portfolio is managed by Nancy Oliver, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 7.75%
3.13%
$15.419M
53,288 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.25%
2.45%
$12.065M
60,300 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.35%
2.04%
$10.061M
26,972 shares@ $373.04 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 37.73%
1.86%
$9.159M
42,025 shares@ $217.94 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 119.75%
1.82%
$8.963M
107,023 shares@ $83.76 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 23.95%
1.71%
$8.441M
23,890 shares@ $353.35 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 37.02%
1.65%
$8.152M
92,767 shares@ $87.89 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 46.47%
1.43%
$7.063M
9,431 shares@ $748.94 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -5.94%
1.4%
$6.878M
36,102 shares@ $190.52 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 26.18%
1.36%
$6.68M
17,684 shares@ $377.74 avg price

1-10 of 758