13F Filings History of &PARTNERS
- Latest 13F filing
- Q1 2026 - 15 May 2026
- Latest reported 13F value
- $20,204,090,604
- Largest 13F holdings
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AAPL IVV IJH MSFT NVDA AGG DFAI IEFA AVGO JPM AMZN GOOGL
+8 more
SPY BNDX JNJ VOO WMT META LLY VUG - Form 13F summary
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- &PARTNERS Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- &PARTNERS reported 2394 equity holdings with a total reported market value of $20,204,090,604 for Q1 2026. Top reported holdings included AAPL, IVV, IJH, MSFT, and NVDA.
- Manager signature
- Alyson Mencio Stevens - Compliance Officer - Advisory Services
- Manager location
- Nashville, TN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$20,204,090,604
Quarter delta
+$1,091,487,435
Accepted
15 May 2026, 08:00
Rows shown
1-25 of 30
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 2,394 | $20,204,090,604 | +$1,864,138,577 | -$415,338,815 | +$1,448,799,762 | AAPL, IVV, IJH, MSFT, NVDA | 13F-HR | 15 May 2026, 08:00 |
| Q4 2025 | 2,282 | $19,112,603,169 | +$3,470,984,414 | -$193,171,807 | +$3,277,812,607 | AAPL, MSFT, IVV, IJH, NVDA | 13F-HR | 17 Feb 2026, 08:00 |
| Q3 2025 | 2,120 | $15,554,022,616 | +$2,043,683,955 | -$225,752,993 | +$1,817,930,962 | MSFT, AAPL, IVV, IJH, NVDA | 13F-HR | 14 Nov 2025, 08:00 |
| Q2 2025 | 1,992 | $13,033,250,534 | +$3,101,517,685 | -$168,636,142 | +$2,932,881,543 | MSFT, AAPL, IVV, IJH, AGG | 13F-HR | 14 Aug 2025, 08:00 |
| Q1 2025 | 1,753 | $9,412,208,494 | +$1,491,614,295 | -$177,976,817 | +$1,313,637,478 | AAPL, IVV, MSFT, IJH, AGG | 13F-HR | 15 May 2025, 08:00 |
| Q4 2024 | 1,641 | $8,337,053,038 | +$3,291,340,761 | -$79,349,156 | +$3,211,991,605 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Feb 2025, 08:00 |
| Q3 2024 | 1,389 | $5,171,704,488 | +$2,788,715,525 | -$39,841,258 | +$2,748,874,267 | AAPL, MSFT, IVV, IJH, AGG | 13F-HR | 14 Nov 2024, 08:00 |
| Q2 2024 | 914 | $2,284,218,115 | +$1,576,423,726 | -$12,980,738 | +$1,563,442,988 | AAPL, MSFT, IVV, IJH, NVDA | 13F-HR | 23 Jul 2024, 17:45 |
| Q1 2024 | 491 | $725,828,288 | +$336,832,033 | -$39,030,250 | +$297,801,783 | VV, AAPL, IJH, IJR, IVV | 13F-HR | 11 Apr 2024, 10:30 |
| Q4 2023 | 294 | $410,238,146 | +$199,144,975 | -$24,632,416 | +$174,512,559 | IVV, VV, IWB, AAPL, IJH | 13F-HR | 08 Jan 2024, 18:27 |
| Q3 2023 | 183 | $214,239,565 | +$8,987,466 | -$10,228,680 | -$1,241,214 | IJH, IJR, CGDV, CGGR, AAPL | 13F-HR | 06 Oct 2023, 10:18 |
| Q2 2023 | 195 | $223,327,289 | +$10,527,441 | -$3,858,562 | +$6,668,879 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Jul 2023, 15:33 |
| Q1 2023 | 182 | $207,963,681 | +$5,703,684 | -$7,448,399 | -$1,744,715 | IJH, IJR, CGDV, AAPL, CGGR | 13F-HR | 05 Apr 2023, 17:37 |
| Q4 2022 | 187 | $201,363,915 | +$23,842,124 | -$9,159,629 | +$14,682,495 | IJR, IJH, CGDV, CGGR, AAPL | 13F-HR | 10 Jan 2023, 15:02 |
| Q3 2022 | 185 | $172,628,000 | +$17,666,459 | -$6,105,451 | +$11,561,008 | IJH, IJR, AAPL, VWO, CGDV | 13F-HR | 11 Oct 2022, 06:16 |
| Q2 2022 | 190 | $173,155,000 | +$32,369,473 | -$9,971,847 | +$22,397,626 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 05 Jul 2022, 18:57 |
| Q1 2022 | 194 | $176,885,000 | +$27,202,392 | -$7,996,879 | +$19,205,513 | IJH, IJR, AAPL, VWO, VEU | Restatement | 25 Apr 2022, 18:07 |
| Q4 2021 | 180 | $165,204,000 | +$11,301,121 | -$8,992,448 | +$2,308,673 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 12 Jan 2022, 14:51 |
| Q3 2021 | 180 | $157,296,000 | +$11,629,310 | -$6,289,519 | +$5,339,791 | IJR, IJH, AAPL, VEU, VWO | 13F-HR | 07 Oct 2021, 11:30 |
| Q2 2021 | 179 | $154,137,000 | +$14,276,484 | -$4,881,756 | +$9,394,728 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 12 Jul 2021, 13:56 |
| Q1 2021 | 156 | $137,434,000 | +$14,057,125 | -$5,002,993 | +$9,054,132 | IJR, IJH, AAPL, VWO, VEU | 13F-HR | 09 Apr 2021, 14:21 |
| Q4 2020 | 143 | $119,031,000 | +$10,652,022 | -$5,137,148 | +$5,514,874 | IJH, IJR, AAPL, VWO, VEU | 13F-HR | 11 Jan 2021, 11:38 |
| Q3 2020 | 132 | $98,365,000 | +$24,397,603 | -$9,951,126 | +$14,446,477 | AAPL, IJH, IJR, VWO, VEU | 13F-HR | 05 Oct 2020, 13:53 |
| Q2 2020 | 128 | $82,789,000 | +$17,186,825 | -$13,056,969 | +$4,129,856 | AAPL, IJH, IJR, IVV, VEU | 13F-HR | 07 Jul 2020, 13:52 |
| Q1 2020 | 144 | $64,264,000 | +$16,043,613 | -$13,951,340 | +$2,092,273 | AAPL, IVV, IJH, IJR, VEU | 13F-HR | 03 Apr 2020, 13:09 |