13F Insight
DOSSIER · 13F-HR · Q3 2026

James T. Borello RIA

$482M in tracked AUM across 1,430 positions as of Q3 2026.

JT
CIK 0002157919 · last filed Sep 30, 2026
Total AUM
$482M
as of Q3 2026
Holdings
1,430
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

James T. Borello RIA filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
CGUS
CAPITAL GROUP CORE EQUITY ET
$44M990K9.1%02
SPYG
SPDR SERIES TRUST
$35M286K7.3%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$33M684K6.9%04
SPDW
SPDR INDEX SHS FDS
$30M600K6.3%05
SPTM
SPDR SERIES TRUST
$26M277K5.3%06
CGXU
CAPITAL GROUP INTL FOCUS EQT
$25M721K5.1%07
BRK/A
BERKSHIRE HATHAWAY INC DEL
$25M335.1%08
SPMD
SPDR SERIES TRUST
$18M285K3.7%09
SPY
STATE STR SPDR S&P 500 ETF T
$16M22K3.4%10
TDVG
T ROWE PRICE EXCHANGE-TRADED
$16M340K3.4%

Filing history

2026Q3Sep 30
$482M▲ 4.0%
1,430 positionsView →2026Q2Jun 30
$463M▲ 17.2%
1,319 positionsView →2026Q1Mar 31
$395M▲ 1.8%
1,318 positionsView →2025Q4Dec 31
$388M▲ 5.0%
1,217 positionsView →2025Q3Sep 30
$370M▲ 7.7%
1,061 positionsLocked2025Q2Jun 30
$343M▲ 10.1%
291 positionsLocked2025Q1Mar 31
$312M▲ 16.2%
222 positionsLocked2024Q4Dec 31
$268M▲ 9.0%
200 positionsLocked2024Q3Sep 30
$246M▲ 8.9%
185 positionsLocked2024Q2Jun 30
$226M▲ 2.9%
176 positionsLocked2024Q1Mar 31
$219M▲ 79.1%
174 positionsLocked2023Q4Dec 31
$123M—
153 positionsLocked