DOSSIER · 13F-HR · Q2 2026

MEITAV INVESTMENT HOUSE LTD

$14.9B in tracked AUM across 299 positions as of Q2 2026.

MI
CIK 0001398346 · last filed Jun 30, 2026
Total AUM
$14.9B
as of Q2 2026
Holdings
299
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

Meitav Investment House Ltd. manages a substantial portfolio valued at approximately $6.45 billion as of September 30, 2025. This represents a decrease of 13.1% from the previous quarter's value of $7.42 billion. The portfolio consists of 203 holdings, indicating a strategy that balances broad diversification with significant concentration in top-tier assets.

The firm employs a "core-satellite" approach, utilizing Exchange Traded Funds (ETFs) to establish broa...

Key Holdings

The portfolio is anchored by major US index ETFs, with the SPDR S&P 500 ETF Trust (SPY) being the largest holding at $880.75 million (13.66% of the portfolio). This suggests a strong baseline commitment to US large-cap equity performance. The second largest holding is the Invesco NASDAQ 100 ETF (QQQM) at $458.66 million (7.12%), further reinforcing a bullish stance on US technology growth stocks.

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
VOO
VANGUARD INDEX FDS
$1.7B2.5M11.6%
02
SPY
STATE STR SPDR S&P 500 ETF T
$1.1B1.5M7.4%
03
QQQM
INVESCO EXCH TRADED FD TR II
$1.1B3.5M7.2%
04
QQQ
INVESCO QQQ TR
$515M700K3.5%
05
IVV
ISHARES TR
$407M544K2.7%
06
SMH
VANECK ETF TRUST
$402M613K2.7%
07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$402M842K2.7%
08
TEVA
TEVA PHARMACEUTICAL INDS LTD
$337M9.9M2.3%
09
AMZN
AMAZON COM INC
$315M1.3M2.1%
10
EWY
ISHARES INC
$310M1.5M2.1%

Filing history

2026Q2Jun 30
$14.9B 63.0%
299 positionsView →
2026Q1Mar 31
$9.1B 5.3%
232 positionsView →
2025Q4Dec 31
$8.7B 34.4%
241 positionsView →
2025Q3Sep 30
$6.4B 13.1%
203 positionsView →
2025Q2Jun 30
$7.4B 52.7%
217 positionsLocked
2025Q1Mar 31
$4.9B 18.1%
187 positionsLocked
2024Q4Dec 31
$5.9B 0.7%
224 positionsLocked
2024Q3Sep 30
$6.0B 6.3%
236 positionsLocked
2024Q2Jun 30
$5.6B 10.0%
221 positionsLocked
2024Q1Mar 31
$5.1B 25.0%
230 positionsLocked
2023Q4Dec 31
$6.8B 10.2%
336 positionsLocked
2023Q3Sep 30
$6.2B 1.0%
334 positionsLocked
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