13F Filings History of HOWE & RUSLING INC
- Latest 13F filing
- Q2 2026 - 10 Aug 2026
- Latest reported 13F value
- $1,724,078,284
- Largest 13F holdings
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VTI IVV IUSG JPM AVGO VCIT AAPL IUSV GVI NVDA MSFT AMZN
+8 more
XOM VCSH GOOG ABBV META NEE CAT TJX - Form 13F summary
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- HOWE & RUSLING INC 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.
- HOWE & RUSLING INC reported 479 equity holdings with a total reported market value of $1,724,078,284 for Q2 2026. Top reported holdings included VTI, IVV, IUSG, JPM, and AVGO.
- Manager signature
- Emily Lambert - Vice President, Operations & Chief Compliance Officer
- Manager location
- Rochester, NY
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
Q2 2026
Latest value
$1,724,078,284
Quarter delta
+$191,672,596
Accepted
10 Aug 2026, 13:57
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 479 | $1,724,078,284 | +$148,372,606 | -$78,476,494 | +$69,896,112 | VTI, IVV, IUSG, JPM, AVGO | 13F-HR | 10 Aug 2026, 13:57 |
| Q1 2026 | 477 | $1,532,405,688 | +$88,784,515 | -$38,599,272 | +$50,185,243 | VTI, JPM, IUSG, IVV, VCIT | 13F-HR | 28 Apr 2026, 09:23 |
| Q4 2025 | 476 | $1,511,710,836 | +$94,028,793 | -$59,610,981 | +$34,417,812 | VTI, JPM, AVGO, IVV, IUSG | 13F-HR | 13 Feb 2026, 20:29 |
| Q3 2025 | 447 | $1,458,337,632 | +$69,378,262 | -$41,813,416 | +$27,564,846 | AVGO, VTI, JPM, IVV, IUSG | 13F-HR | 04 Nov 2025, 19:07 |
| Q2 2025 | 467 | $1,353,672,926 | +$115,867,277 | -$62,232,544 | +$53,634,733 | VTI, JPM, AVGO, IUSG, IVV | 13F-HR | 11 Aug 2025, 20:12 |
| Q1 2025 | 434 | $1,188,898,514 | +$90,445,055 | -$47,897,165 | +$42,547,890 | JPM, VTI, VCIT, GVI, IVV | 13F-HR | 17 Jun 2025, 16:51 |
| Q4 2024 | 410 | $1,160,158,459 | +$52,208,851 | -$58,844,251 | -$6,635,400 | JPM, AVGO, VTI, VCIT, AAPL | 13F-HR | 12 Feb 2025, 09:28 |
| Q3 2024 | 411 | $1,163,068,902 | +$84,207,969 | -$32,046,127 | +$52,161,842 | JPM, VTI, VCIT, GVI, AAPL | 13F-HR | 08 Nov 2024, 17:15 |
| Q2 2024 | 362 | $1,096,666,142 | +$99,885,826 | -$54,761,712 | +$45,124,114 | JPM, GVI, VTI, VCIT, AVGO | 13F-HR | 13 Aug 2024, 18:59 |
| Q1 2024 | 384 | $1,043,913,870 | +$94,322,090 | -$63,666,768 | +$30,655,322 | JPM, GVI, VTI, VCIT, MSFT | 13F-HR | 15 May 2024, 11:59 |
| Q4 2023 | 374 | $943,158,992 | +$76,703,678 | -$61,090,127 | +$15,613,551 | GVI, JPM, VTI, AAPL, VCIT | 13F-HR | 05 Feb 2024, 20:54 |
| Q3 2023 | 313 | $847,300,018 | +$39,560,772 | -$51,098,217 | -$11,537,445 | GVI, JPM, XOM, VCIT, AAPL | 13F-HR | 08 Nov 2023, 21:16 |
| Q2 2023 | 332 | $893,703,447 | +$42,637,576 | -$29,375,899 | +$13,261,677 | GVI, AAPL, VTI, JPM, VCIT | 13F-HR | 14 Aug 2023, 08:56 |
| Q1 2023 | 303 | $839,346,700 | +$84,643,727 | -$55,070,783 | +$29,572,944 | GVI, AAPL, XOM, JNJ, JPM | 13F-HR | 15 May 2023, 09:01 |
| Q4 2022 | 316 | $797,216,982 | +$52,365,729 | -$75,108,939 | -$22,743,210 | JNJ, XOM, JPM, MSFT, AAPL | 13F-HR | 14 Feb 2023, 20:55 |
| Q3 2022 | 1,040 | $752,953,000 | +$59,753,347 | -$32,900,154 | +$26,853,193 | JNJ, GVI, MSFT, AAPL, VTI | 13F-HR | 14 Nov 2022, 12:26 |
| Q2 2022 | 1,039 | $788,508,000 | +$80,659,988 | -$38,808,196 | +$41,851,792 | MSFT, JNJ, GVI, AAPL, XOM | 13F-HR | 15 Aug 2022, 15:21 |
| Q1 2022 | 987 | $865,036,000 | +$55,022,951 | -$25,352,882 | +$29,670,069 | MSFT, AAPL, GVI, JNJ, JPM | 13F-HR | 10 May 2022, 08:38 |
| Q4 2021 | 978 | $852,884,000 | +$52,456,055 | -$57,857,809 | -$5,401,754 | MSFT, AAPL, JPM, JNJ, GVI | 13F-HR | 14 Feb 2022, 12:33 |
| Q3 2021 | 968 | $796,635,000 | +$65,073,376 | -$47,583,459 | +$17,489,917 | MSFT, JPM, AAPL, GVI, BAC | 13F-HR | 15 Nov 2021, 08:37 |
| Q2 2021 | 929 | $791,890,000 | +$83,018,347 | -$69,067,042 | +$13,951,305 | MSFT, AAPL, JPM, GVI, AMZN | 13F-HR | 13 Aug 2021, 11:23 |
| Q1 2021 | 932 | $735,649,000 | +$80,788,030 | -$48,981,130 | +$31,806,900 | AAPL, MSFT, JPM, JNJ, GVI | 13F-HR | 13 May 2021, 09:28 |
| Q4 2020 | 918 | $657,466,000 | +$67,082,885 | -$62,245,503 | +$4,837,382 | AAPL, MSFT, GVI, JNJ, VTI | 13F-HR | 08 Feb 2021, 10:11 |
| Q3 2020 | 812 | $582,906,000 | +$102,930,182 | -$59,044,523 | +$43,885,659 | AAPL, MSFT, GVI, JNJ, AMZN | 13F-HR | 06 Nov 2020, 08:29 |
| Q2 2020 | 785 | $541,993,000 | +$54,650,162 | -$47,818,780 | +$6,831,382 | AAPL, MSFT, GVI, JNJ, AMZN | 13F-HR | 14 Jul 2020, 20:59 |