CIK 1998414
Annis Gardner Whiting Capital Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,209
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,209
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EFA | ISHARES TR | 789K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 107K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 315K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 77K | $1M+ | SH |
| IWM | ISHARES TR | 55K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 25K | $1M+ | SH |
| ACWI | ISHARES TR | 83K | $1M+ | SH |
| GOOGL | ALPHABET INC | 36K | $1M+ | SH |
| AMZN | AMAZON COM INC | 43K | $1M+ | SH |
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| GOOG | ALPHABET INC | 16K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 72K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 19K | $1M+ | SH |
| AVGO | BROADCOM INC | 12K | $1M+ | SH |
| OS | ONESTREAM INC | 206K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| C | CITIGROUP INC | 27K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 14K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| ESGD | ISHARES TR | 30K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 51K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 29K | $1M+ | SH |
| ESGU | ISHARES TR | 18K | $1M+ | SH |
| AMGN | AMGEN INC | 8K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 25K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 30K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| SHOP | SHOPIFY INC | 14K | $1M+ | SH |
| ORCL | ORACLE CORP | 12K | $1M+ | SH |
| NFLX | NETFLIX INC | 24K | $1M+ | SH |
| HRTG | HERITAGE INSURANCE HLDGS INC | 77K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 40K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 7K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 14K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 12K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 8K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 7K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 23K | $1M+ | SH |