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Jeremy Baltz

Raleigh Capital Management Inc.

Assets Managed
$289.772M
Holdings
775
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
5.18%(2Q avg: 4.95%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 775 positions.

Assets under management

The assets under management (AUM) of Raleigh Capital Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 289.772M in assets, with a quarterly growth rate of 5.18% and a 2-quarter average growth rate of 4.95%. The portfolio is managed by Jeremy Baltz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FISR
Spdr Ssga F I Sector Rotate
Recent Activity
Increased 17.07%
4.61%
$13.349M
519,004 shares@ $25.73 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -14.74%
4.18%
$12.112M
18,624 shares@ $650.35 avg price
XLSR
Spdr Ssga Us Sector Rotate
Recent Activity
Increased 15.66%
3%
$8.673M
150,213 shares@ $57.74 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 6.89%
2.31%
$6.669M
38,240 shares@ $174.4 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.79%
2.17%
$6.277M
137,514 shares@ $45.65 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 14.29%
2.16%
$6.257M
133,385 shares@ $46.92 avg price
AAPL
Apple Inc
Recent Activity
Increased 13.18%
1.99%
$5.739M
22,614 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 33.79%
1.82%
$5.258M
8,050 shares@ $653.23 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.61%
1.75%
$5.059M
17,591 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.83%
1.66%
$4.787M
12,933 shares@ $370.17 avg price

1-10 of 775