OKABENA INVESTMENT SERVICES INC

DOSSIER · 13F-HR · Q2 2026

OKABENA INVESTMENT SERVICES INC

$560M in tracked AUM across 145 positions as of Q2 2026.

OI

CIK 0001157519 · last filed Jun 30, 2026

Total AUM

$560M

as of Q2 2026

Holdings

145

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

OKABENA INVESTMENT SERVICES 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

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$45M635K8.1%02

VOO

VANGUARD S&P 500 ETF

$41M60K7.4%03

IVV

ISHARES CORE S&P 500 ETF

$37M50K6.7%04

TGT

TARGET CORP COM

$26M202K4.7%05

EEM

ISHARES MSCI EMERGING MARKETS ETF

$23M332K4.1%06

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

$20M240K3.7%07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

$18M306K3.3%08

SPY

STATE STREET SPDR S&P 500 ETF

$18M24K3.2%09

MGK

VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF

$18M200K3.1%10

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF