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

Ted Buchan & Co

$303M in tracked AUM across 94 positions as of Q3 2026.

TB
CIK 0002033413 · last filed Sep 30, 2026
Total AUM
$303M
as of Q3 2026
Holdings
94
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ted Buchan & Co 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
AGG
ISHARES TR
$27M283K8.8%02
EFA
ISHARES TR
$18M177K6.1%03
PRF
INVESCO EXCHANGE TRADED FD T
$17M314K5.6%04
IVV
ISHARES TR
$16M21K5.2%05
TIP
ISHARES TR
$16M151K5.2%06
XLE
SELECT SECTOR SPDR TR
$12M190K3.9%07
NVDA
NVIDIA CORPORATION
$10M45K3.4%08
VNQ
VANGUARD INDEX FDS
$10M109K3.2%09
COWZ
PACER FDS TR
$10M144K3.2%10
UTES
ETFIS SER TR I
$10M136K3.2%

Filing history

2026Q3Sep 30
$303M▼ 0.9%
94 positionsView →2026Q2Jun 30
$306M▲ 11.0%
95 positionsView →2026Q1Mar 31
$275M▲ 1.1%
88 positionsView →2025Q4Dec 31
$272M▲ 6.7%
88 positionsView →2025Q3Sep 30
$255M▲ 1.5%
83 positionsLocked2025Q2Jun 30
$252M▲ 18.9%
92 positionsLocked2025Q1Mar 31
$211M▼ 0.2%
86 positionsLocked2024Q4Dec 31
$212M▲ 0.5%
83 positionsLocked2024Q3Sep 30
$211M▲ 13.1%
85 positionsLocked2024Q2Jun 30
$186M▲ 14.5%
85 positionsLocked2024Q1Mar 31
$163M▲ 18.6%
89 positionsLocked2023Q4Dec 31
$137M▲ 10.3%
80 positionsLocked
Showing 12 of 16