13F Filings History of Raleigh Capital Management Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$275,523,500
Signature - Title
Jeremy Baltz - Director of Operations
Location
Cary, NC
Summary
This page shows a list of all the recent 13F filings made by Raleigh Capital Management Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Raleigh Capital Management Inc. reported 503 stock holdings with total value $275,523,500 as of Q4 2025. Top holdings included SPY, FISR, XLSR, NVDA, and SPDW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 503 $275,523,500 +$38,297,530 -$28,576,523 +$9,721,007 SPY, FISR, XLSR, NVDA, SPDW 13F-HR 21 Jan 2026, 12:45
Q3 2025 470 $263,124,266 +$42,861,837 -$32,883,759 +$9,978,078 SPY, FISR, XLSR, NVDA, MSFT 13F-HR 04 Nov 2025, 14:57
Q2 2025 610 $238,452,175 +$38,906,755 -$31,979,835 +$6,926,920 FISR, SPY, XLSR, SPAB, MSFT 13F-HR 17 Jul 2025, 16:19
Q1 2025 548 $220,837,130 +$24,035,599 -$63,006,688 -$38,971,089 FISR, XLSR, SPDW, SPEM, SPY 13F-HR 29 Apr 2025, 16:35
Q4 2024 1,017 $259,470,554 +$31,380,352 -$27,774,771 +$3,605,581 FISR, SPY, AAPL, XLSR, MSFT 13F-HR 17 Jan 2025, 15:58
Q3 2024 993 $259,354,131 +$36,704,695 -$28,326,050 +$8,378,645 SPY, FISR, IVV, AAPL, XLSR 13F-HR 21 Oct 2024, 16:02
Q2 2024 982 $234,880,398 +$26,767,843 -$22,992,117 +$3,775,726 IVV, FISR, SPY, AAPL, SPDW 13F-HR 31 Jul 2024, 10:35
Q1 2024 959 $231,755,652 +$37,596,812 -$31,771,070 +$5,825,742 SPY, IVV, FISR, XLSR, MSFT 13F-HR 13 May 2024, 13:47
Q4 2023 1,078 $215,334,553 +$22,846,681 -$19,979,545 +$2,867,136 IVV, SPY, FISR, XLSR, QQQ 13F-HR 21 Feb 2024, 14:28
Q3 2023 948 $196,131,273 +$22,562,052 -$18,474,736 +$4,087,316 IVV, SPY, FISR, BIL, XLSR Restatement 07 Dec 2023, 19:28
Q2 2023 836 $200,500,743 +$20,592,864 -$23,607,659 -$3,014,795 IVV, SPY, FISR, PM, QQQ 13F-HR 25 Jul 2023, 12:44
Q1 2023 840 $202,203,136 +$36,145,594 -$25,897,285 +$10,248,309 IVV, FISR, PM, SPY, VZ 13F-HR 22 May 2023, 16:10
Q4 2022 766 $192,286,541 +$22,474,904 -$17,064,175 +$5,410,729 IVV, FISR, GILD, PM, VZ 13F-HR 07 Feb 2023, 14:31
Q3 2022 795 $170,976,000 +$28,149,352 -$17,558,187 +$10,591,165 IVV, FISR, ESGU, GILD, VZ 13F-HR 09 Nov 2022, 13:27
Q2 2022 606 $175,408,000 +$30,264,603 -$20,574,607 +$9,689,996 IVV, FISR, QQQ, ESGU, VZ 13F-HR 30 Aug 2022, 15:59
Q1 2022 595 $184,421,000 +$103,078,784 -$14,013,394 +$89,065,390 IVV, FISR, ESGU, SPY, QQQ 13F-HR 12 May 2022, 14:05
Q4 2021 304 $97,463,000 $0 $0 $0 FISR, ESGU, XLSR, SPY, QQQ 13F-HR 16 Feb 2022, 17:14