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Jeremy Baltz

Raleigh Capital Management Inc.

Assets Managed
$313.318M
Holdings
610
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.13%(2Q avg: 6.65%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Raleigh Capital Management Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 610 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 313.318M in assets, with a quarterly growth rate of 8.13% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by Jeremy Baltz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 18.04%
5.24%
$16.417M
21,983 shares@ $746.79 avg price
FISR
Spdr Ssga F I Sector Rotate
Recent Activity
Decreased -5.48%
4.02%
$12.583M
490,557 shares@ $25.65 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 62.35%
3.13%
$9.788M
13,069 shares@ $748.92 avg price
XLSR
Spdr Ssga Us Sector Rotate
Recent Activity
Decreased -0.51%
3.1%
$9.693M
149,438 shares@ $64.86 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
Increased 12.2%
2.48%
$7.749M
149,653 shares@ $51.78 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.19%
2.48%
$7.742M
38,695 shares@ $200.09 avg price
AAPL
Apple Inc
Recent Activity
Increased 15.4%
2.42%
$7.551M
26,096 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.26%
2.02%
$6.302M
17,635 shares@ $357.38 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 145.13%
1.61%
$5.036M
52,261 shares@ $96.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.18%
1.54%
$4.815M
12,909 shares@ $373.03 avg price

1-10 of 610