CIK 1082339
COLDSTREAM CAPITAL MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
1,160
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,160
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 767K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 721K | $1M+ | SH |
| HEFA | ISHARES TR | 5.7M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 361K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 448K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 5.5M | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 1.0M | $1M+ | SH |
| IEF | ISHARES TR | 2.0M | $1M+ | SH |
| REGL | PROSHARES TR | 2.1M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 2.5M | $1M+ | SH |
| AAPL | APPLE INC | 570K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 453K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 726K | $1M+ | SH |
| QUAL | ISHARES TR | 540K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 1.4M | $1M+ | SH |
| IJH | ISHARES TR | 1.2M | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 2.2M | $1M+ | SH |
| IWB | ISHARES TR | 200K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 2.1M | $1M+ | SH |
| AGG | ISHARES TR | 676K | $1M+ | SH |
| SMMD | ISHARES TR | 848K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 194K | $1M+ | SH |
| MUB | ISHARES TR | 463K | $1M+ | SH |
| GOOGL | ALPHABET INC | 156K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 325K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 747K | $1M+ | SH |
| IEFA | ISHARES TR | 481K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 196K | $1M+ | SH |
| SGOV | ISHARES TR | 362K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 1.1M | $1M+ | SH |
| LLY | ELI LILLY & CO | 33K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 616K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 44K | $1M+ | SH |
| IWR | ISHARES TR | 283K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 185K | $1M+ | SH |
| DON | WISDOMTREE TR | 491K | $1M+ | SH |
| IDEV | ISHARES TR | 307K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 144K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 73K | $1M+ | SH |
| HAWX | ISHARES TR | 620K | $1M+ | SH |
| EEM | ISHARES TR | 417K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 103K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 78K | $1M+ | SH |
| IEMG | ISHARES INC | 309K | $1M+ | SH |
| IEI | ISHARES TR | 165K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 160K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 689K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 382K | $1M+ | SH |
| ORCL | ORACLE CORP | 87K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 80K | $1M+ | SH |