13F Insight
DOSSIER · 13F-HR · Q2 2026

HOWE & RUSLING INC

$1.7B in tracked AUM across 531 positions as of Q2 2026.

H&
CIK 0000769963 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
531
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HOWE & RUSLING INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$77M208K4.5%02
IVV
ISHARES TR
$64M86K3.7%03
IUSG
ISHARES TR
$64M340K3.7%04
JPM
JPMORGAN CHASE & CO
$62M190K3.6%05
AVGO
BROADCOM INC
$61M161K3.5%06
VCIT
VANGUARD SCOTTSDALE FDS
$54M659K3.2%07
AAPL
APPLE INC
$48M168K2.8%08
IUSV
ISHARES TR
$46M417K2.7%09
GVI
ISHARES TR
$44M412K2.5%10
NVDA
NVIDIA CORPORATION
$37M184K2.1%

Filing history

2026Q2Jun 30
$1.7B▲ 12.5%
531 positionsView →2026Q1Mar 31
$1.5B▲ 1.4%
529 positionsView →2025Q4Dec 31
$1.5B▲ 3.6%
525 positionsView →2025Q3Sep 30
$1.5B▲ 7.7%
505 positionsView →2025Q2Jun 30
$1.4B▲ 13.9%
523 positionsLocked2025Q1Mar 31
$1.2B▲ 2.5%
486 positionsLocked2024Q4Dec 31
$1.2B▼ 0.3%
463 positionsLocked2024Q3Sep 30
$1.2B▲ 6.1%
466 positionsLocked2024Q2Jun 30
$1.1B▲ 5.1%
417 positionsLocked2024Q1Mar 31
$1.0B▲ 10.7%
440 positionsLocked2023Q4Dec 31
$943M▲ 11.3%
426 positionsLocked2023Q3Sep 30
$847M▼ 5.2%
365 positionsLocked
Showing 12 of 100