Sign In
test

Laura Lacey

Blalock Williams, Llc

Assets Managed
$129.343M
Holdings
144
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
3.54%(2Q avg: 6.49%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Blalock Williams, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 144 positions.

Assets under management

The assets under management (AUM) of Blalock Williams, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 129.343M in assets, with a quarterly growth rate of 3.54% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Laura Lacey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LLY
Eli Lilly & Co
Recent Activity
Increased 0.45%
7.27%
$9.4M
10,220 shares@ $919.77 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 28.55%
4.81%
$6.219M
9,520 shares@ $653.21 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 6.03%
3.53%
$4.561M
21,600 shares@ $211.15 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -4.67%
3.13%
$4.045M
69,525 shares@ $58.18 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 13.67%
3.08%
$3.974M
35,132 shares@ $113.12 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.58%
2.81%
$3.63M
52,050 shares@ $69.76 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 3.67%
2.76%
$3.565M
12,397 shares@ $287.57 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 6.41%
2.61%
$3.371M
45,337 shares@ $74.36 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 18.36%
2.29%
$2.956M
29,782 shares@ $99.27 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 4.92%
2.27%
$2.924M
16,767 shares@ $174.41 avg price

1-10 of 144