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Funds / Register Financial Advisors LLC
Institutional Fund

Register Financial Advisors LLC

Atlanta, GACIK 19626365 filings on record

Portfolio Value
$270.43M
Q1 2026
Holdings
386
Reported positions
New Buys
44
Opened this quarter
QoQ Change
+5.3%
from $256.81M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds3.7%
  • Vanguard Index Fds3.7%
  • Apple Inc3.7%
  • Vanguard Star Fds3.0%
  • Spdr Series Trust1.9%
  • Jpmorgan Chase & Co.1.9%
  • Other82.0%

Portfolio Holdings

386 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds51.6K$10.13M3.7%+1.7KAdded
2Vanguard Index Fds23.0K$10.04M3.7%+904Added
3Apple Inc39.1K$9.93M3.7%+480Added
4Vanguard Star Fds105.7K$8.15M3.0%+3.2KAdded
5Spdr Series Trust88.3K$5.23M1.9%+2.4KAdded
6Jpmorgan Chase & Co.17.2K$5.06M1.9%+1.2KAdded
7Microsoft Corp13.7K$5.06M1.9%+257Added
8Kratos Defense & Sec Solutio68.0K$4.79M1.8%+2.0KAdded
9Ati Inc29.9K$4.34M1.6%7.5KReduced
10Nvidia Corporation24.6K$4.30M1.6%+5.3KAdded

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