Ballentine Partners, LLC 13F Holdings
CIK 0001374889 · Waltham, MA
As of Sep 30, 2025, Ballentine Partners, LLC reported 2,270 positions worth $6.6B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 6,079,223 | $2.0B | 30.10% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 6,504,442 | $567.9M | 8.57% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 3,447,157 | $502.1M | 7.57% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 5,055,392 | $302.9M | 4.57% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 4,186,255 | $276.0M | 4.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 365,129 | $244.4M | 3.69% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 2,841,269 |