Annis Gardner Whiting Capital Advisors, LLC 13F Holdings
CIK 0001998414 · TAMPA, FL
As of Sep 30, 2025, Annis Gardner Whiting Capital Advisors, LLC reported 1,179 positions worth $434.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | EFA | — | 788,652 | $73.6M | 16.97% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 105,510 | $34.7M | 8.00% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 310,736 | $22.8M | 5.26% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 54,807 |