LOWE BROCKENBROUGH & CO INC

$2.0B reported 13(f) long value · latest quarter 2026-03-31 · CIK 22657 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.0B
ALL retained default holdings for this (filer, period), including NULL-value ones: 329
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 7

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$30.1M	−31,931	$199M	$169M	290,714	258,783
position key `pos:10899` · issuer key `iss:1013` MSCI ACWI ETF	TRIM	−$3.1M	−7,775	$91.8M	$88.7M	649,002	641,227
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$4.3M	+2,913	$75.3M	$71.0M	276,982	279,895
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	ADD	+$4.0M	+29,707	$59.7M	$63.7M	705,744	735,451
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$4.0M	+40,010	$54.6M	$58.5M	873,231	913,241
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$12.1M	+10,282	$67.8M	$55.7M	140,246	150,528
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	+$3.6M	+38,531	$44.5M	$48.0M	445,167	483,698
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$3.6M	+2,187	$48.7M	$45.2M	155,337	157,524
position key `pos:17143` · issuer key `iss:1633` US LCAP GR ETF	ADD	+$29.7M	+1,074,695	$15.4M	$45.1M	472,177	1,546,872
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$3.3M	+35,050	$40.0M	$43.3M	606,624	641,674
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$3.8M	+141	$44.6M	$40.7M	138,327	138,468
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$2.1M	+3,006	$40.5M	$38.4M	217,108	220,114
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$2.1M	+8,198	$30.8M	$32.9M	256,403	264,601
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$8.4M	−9,104	$24.3M	$32.8M	202,144	193,040
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$1.9M	+10,835	$29.5M	$31.3M	438,576	449,411
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.9M	+1,646	$32.7M	$29.9M	141,851	143,497
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$7.2M	+123	$20.0M	$27.1M	131,046	131,169
position key `pos:11230` · issuer key `iss:1633` US LRG CAP ETF	TRIM	−$1.7M	−18,592	$25.4M	$23.8M	945,011	926,419
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$3.4M	−1,646	$27.1M	$23.7M	78,361	76,715
position key `sid:sec:prov:5c0159d8e365eac662fab857eba96ecb` · issuer key `cusip6:92206C` SHORT TERM TREAS	ADD	+$2.3M	+40,062	$21.0M	$23.3M	357,782	397,844
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.7M	+1,193	$25.3M	$22.6M	38,326	39,519
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$2.3M	−1,122	$24.8M	$22.4M	79,121	77,999
position key `sid:sec:prov:e9816c09242bb3bdb355e72e237e1170` · issuer key `cusip6:92203C` VANGUARD ULTRA	ADD	+$1.3M	+26,285	$20.4M	$21.7M	408,718	435,003
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	−$1.6M	+125	$22.1M	$20.5M	29,326	29,451
position key `pos:11944` · issuer key `iss:454` COM	TRIM	+$94.3K	−694	$20.4M	$20.5M	264,506	263,812
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	TRIM	−$283K	−1,673	$20.1M	$19.8M	105,011	103,338
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$4.5M	−1,725	$15.3M	$19.8M	59,547	57,822
position key `pos:11570` · issuer key `iss:1599` TR UNIT	TRIM	−$1.3M	−533	$20.5M	$19.2M	29,996	29,463
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$6.2M	−1,268	$24.6M	$18.4M	126,151	124,883
position key `pos:12525` · issuer key `iss:1319` COM	ADD	−$68.7K	+139	$18.2M	$18.2M	63,109	63,248
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	ADD	+$896K	+16,855	$17.1M	$18.0M	284,677	301,532
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	TRIM	+$153K	−641	$17.7M	$17.8M	197,692	197,051
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$1.9M	−49	$15.5M	$17.4M	48,715	48,666
position key `pos:11938` · issuer key `iss:834` COM	TRIM	−$831K	−181	$18.1M	$17.2M	20,540	20,359
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$576K	−374	$16.0M	$16.6M	104,356	103,982
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$921K	−182	$17.2M	$16.3M	27,460	27,278
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$567K	−1,247	$15.6M	$16.2M	84,990	83,743
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$3.0M	−287	$18.7M	$15.7M	32,215	31,928
position key `pos:16809` · issuer key `iss:119` COM	ADD	−$1.5M	+198	$16.5M	$15.0M	33,655	33,853
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$1.1M	+448	$15.5M	$14.5M	87,567	88,015
position key `pos:15690` · issuer key `iss:610` COM NEW	ADD	+$1.6M	+2,095	$11.7M	$13.3M	99,563	101,658
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	ADD	−$349K	+2,203	$12.7M	$12.3M	82,001	84,204
position key `pos:10854` · issuer key `iss:300` COM	TRIM	−$3.5M	−31	$15.9M	$12.3M	2,963	2,932
position key `pos:17791` · issuer key `iss:1013` INTRM GOV CR ETF	TRIM	−$103K	−256	$12.2M	$12.1M	113,482	113,226
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$94.1K	+11	$11.7M	$11.8M	81,851	81,862
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.5M	−1,557	$10.2M	$11.7M	49,500	47,943
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$1.3M	−648	$9.7M	$11.0M	92,275	91,627
position key `pos:13363` · issuer key `iss:1393` COM	ADD	+$20.8K	+261	$10.9M	$10.9M	52,306	52,567
position key `pos:15179` · issuer key `iss:1012` EXPANDED TECH	ADD	−$3.1M	+3,965	$14.0M	$10.9M	132,083	136,048
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	TRIM	+$631K	−892	$10.1M	$10.7M	33,584	32,692
position key `pos:14081` · issuer key `iss:2235` SHS	TRIM	+$656K	−73	$9.7M	$10.4M	24,937	24,864
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$686K	−621	$9.5M	$10.2M	66,447	65,826
position key `pos:15198` · issuer key `iss:1445` COM	TRIM	+$102K	−1,253	$10.1M	$10.2M	62,668	61,415
position key `pos:11671` · issuer key `iss:122` COM	TRIM	+$579K	−256	$8.9M	$9.5M	27,261	27,005
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$881K	−2,691	$10.3M	$9.4M	35,507	32,816
position key `pos:17173` · issuer key `iss:1138` COM	TRIM	+$1.8M	−166	$7.6M	$9.4M	15,702	15,536
position key `pos:16172` · issuer key `iss:1141` COM	TRIM	−$220K	−116	$9.5M	$9.3M	39,413	39,297
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	−$2.0M	−26,476	$10.9M	$8.8M	97,619	71,143
position key `sid:sec:prov:5044747672ba7720c881622ba56684c7` · issuer key `cusip6:46138E` KBW BK ETF	ADD	−$510K	+678	$9.2M	$8.7M	109,057	109,735
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$135K	+767	$8.8M	$8.6M	25,487	26,254
position key `pos:14039` · issuer key `iss:112` COM	ADD	+$412K	+3,187	$8.1M	$8.5M	46,166	49,353
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$5.5M	−11,894	$13.9M	$8.4M	39,617	27,723
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$620K	+853	$7.7M	$8.3M	24,731	25,584
position key `pos:15047` · issuer key `iss:135` COM	TRIM	−$1.6M	−149	$9.5M	$7.9M	27,157	27,008
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$1.4M	−141	$9.1M	$7.7M	8,469	8,328
position key `pos:11556` · issuer key `iss:1854` SPON ADR NEW	ADD	−$944K	+2,594	$8.5M	$7.5M	129,560	132,154
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$1.6M	+354	$5.8M	$7.5M	10,210	10,564
position key `pos:11479` · issuer key `iss:2017` ACT	ADD	+$1.9M	+556	$4.8M	$6.8M	73,716	74,272
position key `sid:sec:prov:e80cc45ae7833b901a24570947177154` · issuer key `cusip6:921909` VG TL INTL STK F	ADD	+$160K	+184	$6.6M	$6.8M	87,370	87,554
position key `pos:10790` · issuer key `iss:1444` COM	ADD	+$1.5M	+29,130	$5.2M	$6.7M	209,725	238,855
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$502K	−722	$7.2M	$6.7M	31,361	30,639
position key `sid:sec:prov:7bcdf14911a7fd0ef5217ab7ac306d5d` · issuer key `cusip6:46431W` SHORT DURATION B	TRIM	−$129K	−1,858	$6.7M	$6.6M	131,777	129,919
position key `pos:12367` · issuer key `iss:1627` COM STK	TRIM	+$1.6M	−657	$4.9M	$6.5M	126,382	125,725
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$1.1M	−50	$5.4M	$6.4M	4,409	4,359
position key `pos:11906` · issuer key `iss:1183` COM	TRIM	−$1.2M	−170	$7.6M	$6.4M	3,514	3,344
position key `pos:10128` · issuer key `iss:1413` COM	TRIM	+$16.8K	−109	$6.2M	$6.2M	7,027	6,918
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	+$42.4K	−173	$5.7M	$5.7M	18,639	18,466
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	ADD	+$75.2K	+828	$5.7M	$5.7M	105,133	105,961
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$1.3M	−276	$6.8M	$5.5M	20,750	20,474
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	ADD	−$255K	+732	$5.7M	$5.5M	12,089	12,821
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	TRIM	+$1.3M	−880	$3.7M	$5.1M	83,546	82,666
position key `pos:15015` · issuer key `iss:92` COM	TRIM	+$585K	−820	$4.4M	$5.0M	76,725	75,905
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	TRIM	−$167K	−1,300	$4.9M	$4.8M	59,104	57,804
position key `pos:10493` · issuer key `iss:471` COM	TRIM	+$374K	−92	$4.3M	$4.7M	62,041	61,949
position key `pos:17397` · issuer key `iss:1623` SPON ADR	TRIM	−$2.5M	−2,580	$6.9M	$4.4M	28,571	25,991
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$833K	−847	$5.3M	$4.4M	56,363	55,516
position key `pos:16185` · issuer key `iss:647` COM	TRIM	−$83.2K	−209	$4.4M	$4.3M	32,840	32,631
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$1.0M	−818	$5.3M	$4.2M	41,957	41,139
position key `pos:15147` · issuer key `iss:604` COM	TRIM	+$233K	−171	$4.0M	$4.2M	20,350	20,179
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	TRIM	−$286K	−404	$4.1M	$3.9M	35,199	34,795
position key `pos:17281` · issuer key `iss:809` COM	TRIM	+$35.0K	−112	$3.8M	$3.8M	11,197	11,085
position key `pos:10793` · issuer key `iss:195` COM	TRIM	−$1.0M	−35	$4.8M	$3.8M	18,711	18,676
position key `pos:16793` · issuer key `iss:1633` US MID-CAP ETF	TRIM	+$4.6K	−3,341	$3.6M	$3.7M	121,374	118,033
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$809K	−75	$4.3M	$3.5M	14,684	14,609
position key `pos:16916` · issuer key `iss:1062` COM	ADD	+$774K	+3,279	$2.7M	$3.5M	6,994	10,273
position key `pos:15592` · issuer key `iss:954` COM	TRIM	+$135K	−205	$3.3M	$3.4M	13,431	13,226
position key `pos:11849` · issuer key `iss:104` COM	TRIM	−$786K	−57	$4.2M	$3.4M	11,397	11,340
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	TRIM	−$482K	−4,439	$3.9M	$3.4M	35,281	30,842
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	ADD	+$90.9K	+2,100	$3.2M	$3.3M	60,866	62,966
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	TRIM	−$11.1K	−2,685	$3.2M	$3.2M	111,632	108,947

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 89

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:f1d33cb69ecac036f86a29780c174e1b` · issuer key `cusip6:88339Y` EAGLE CAPITAL SE	NO CHANGE	−$1.1M	$17.7M	$16.6M	545,058	545,058
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	NO CHANGE	+$132K	$6.6M	$6.7M	98,306	98,306
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	NO CHANGE	−$506K	$6.1M	$5.6M	49,890	49,890
position key `pos:10235` · issuer key `iss:1012` RUSSELL 3000 ETF	NO CHANGE	−$205K	$4.9M	$4.7M	12,672	12,672
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$101K	$3.6M	$3.7M	81,222	81,222
position key `pos:12505` · issuer key `iss:1981` US LARGECAP FUND	NO CHANGE	−$127K	$3.3M	$3.2M	46,252	46,252
position key `pos:18028` · issuer key `iss:1310` COMMON STOCK	NO CHANGE	−$273K	$2.5M	$2.2M	12,287	12,287
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$4.6K	$2.2M	$2.2M	45,949	45,949
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	NO CHANGE	−$46.9K	$2.2M	$2.1M	9,926	9,926
position key `pos:15008` · issuer key `iss:318` COM	NO CHANGE	+$220K	$1.8M	$2.0M	32,835	32,835
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NO CHANGE	+$409K	$1.5M	$2.0M	20,977	20,977
position key `pos:15445` · issuer key `iss:84` COM	NO CHANGE	−$6.3K	$1.6M	$1.6M	7,777	7,777
position key `pos:11665` · issuer key `iss:523` COM	NO CHANGE	+$311K	$1.3M	$1.6M	18,655	18,655
position key `pos:13906` · issuer key `iss:1012` S&P 500 VAL ETF	NO CHANGE	−$6.7K	$1.5M	$1.5M	7,300	7,300
position key `pos:14648` · issuer key `iss:1012` MSCI EAFE ETF	NO CHANGE	+$17.2K	$1.5M	$1.5M	15,668	15,668
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	NO CHANGE	−$158K	$1.6M	$1.4M	29,293	29,293
position key `sid:sec:prov:365ed936e5e9529653cac956d30ecf93` · issuer key `cusip6:25434V` US CORE EQUITY 2	NO CHANGE	−$23.3K	$1.3M	$1.2M	31,964	31,964
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$62.9K	$865K	$928K	6,129	6,129
position key `sid:sec:prov:795d93bd698aef36d86c0911c9c03979` · issuer key `cusip6:25434V` US EQUITY MARKET	NO CHANGE	−$34.3K	$781K	$747K	10,534	10,534
position key `pos:12791` · issuer key `iss:2307` ORD	NO CHANGE	+$55.9K	$670K	$726K	11,092	11,092
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$36.7K	$755K	$718K	1	1
position key `sid:sec:prov:8f7abab04a7cf49fb55d3e8c067359cd` · issuer key `cusip6:928031` COM	NO CHANGE	−$28.1K	$677K	$649K	17,000	17,000
position key `sid:sec:prov:3810be70acbc4a9e01193709ab22fd3e` · issuer key `cusip6:46429B` 0-5 YR TIPS ETF	NO CHANGE	+$5.2K	$511K	$516K	4,986	4,986
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$117K	$330K	$447K	9,501	9,501
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$45.7K	$386K	$432K	14,076	14,076
position key `pos:18169` · issuer key `iss:1577` COM	NO CHANGE	−$21.3K	$418K	$396K	2,450	2,450
position key `pos:15492` · issuer key `iss:355` COM	NO CHANGE	−$12.4K	$403K	$391K	1,464	1,464
position key `sid:sec:prov:0c371c0219de87b111017f733994389e` · issuer key `cusip6:74933W` MOTLEY FOL ETF	NO CHANGE	−$34.2K	$423K	$389K	5,900	5,900
position key `pos:16657` · issuer key `iss:446` COM	NO CHANGE	+$39.1K	$346K	$385K	4,130	4,130
position key `pos:17928` · issuer key `iss:1322` COM	NO CHANGE	+$59.3K	$302K	$361K	529	529
position key `pos:14282` · issuer key `iss:1417` COM	NO CHANGE	−$77.6K	$434K	$356K	3,867	3,867
position key `pos:10743` · issuer key `iss:1088` COM	NO CHANGE	+$52.1K	$297K	$349K	1,011	1,011
position key `pos:16971` · issuer key `iss:1013` 10-20 YR TRS ETF	NO CHANGE	−$3.0K	$318K	$315K	3,130	3,130
position key `sid:sec:prov:8080c09e9b3db543445a5faeb2d60b34` · issuer key `cusip6:913456` COM	NO CHANGE	−$272	$287K	$287K	5,438	5,438
position key `pos:10761` · issuer key `iss:1839` COM	NO CHANGE	−$23.1K	$293K	$270K	7,980	7,980
position key `pos:10160` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$300	$269K	$269K	12,000	12,000
position key `pos:11064` · issuer key `iss:1089` COM SHS	NO CHANGE	+$15.9K	$251K	$267K	1,000	1,000
position key `pos:10368` · issuer key `iss:203` COM	NO CHANGE	−$13.4K	$264K	$251K	1,453	1,453
position key `pos:16386` · issuer key `iss:1178` COM	NO CHANGE	−$12.5K	$246K	$234K	6,794	6,794
position key `sid:sec:prov:85778afc0d4ed5133425798078680edb` · issuer key `cusip6:12135Y` COM	NO CHANGE	−$70	$218K	$218K	3,500	3,500
position key `pos:12666` · issuer key `iss:688` COM	NO CHANGE	+$10.2K	$205K	$215K	5,350	5,350
position key `pos:15837` · issuer key `iss:1075` COM	NO CHANGE	−$16.5K	$228K	$211K	9,402	9,402
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$6.0K	$209K	$203K	648	648
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	NO CHANGE	−$16.5K	$215K	$198K	1,492	1,492
position key `pos:17700` · issuer key `iss:1012` RUS 1000 VAL ETF	NO CHANGE	+$2.9K	$182K	$185K	864	864
position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `cusip6:92206C` VNG RUS1000VAL	NO CHANGE	+$2.6K	$166K	$169K	1,800	1,800
position key `pos:17209` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$4.0K	$154K	$158K	1,640	1,640
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	NO CHANGE	−$14.4K	$165K	$150K	1,380	1,380
position key `pos:11695` · issuer key `cusip6:922908` LARGE CAP ETF	NO CHANGE	−$7.6K	$150K	$142K	476	476
position key `pos:13088` · issuer key `iss:1633` US LCAP VA ETF	NO CHANGE	+$3.5K	$116K	$120K	3,921	3,921
position key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F` MSCI USA MMENTM	NO CHANGE	−$4.7K	$114K	$109K	455	455
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	NO CHANGE	−$3.7K	$107K	$104K	541	541
position key `pos:10894` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$553	$93.6K	$94.2K	1,106	1,106
position key `sid:sec:prov:350119fb274fcd8c7ec4519681c9e3cd` · issuer key `cusip6:921937` INTERMED TERM	NO CHANGE	−$764	$85.0K	$84.2K	1,091	1,091
position key `pos:16348` · issuer key `iss:1981` US SMALLCAP FUND	NO CHANGE	+$1.3K	$68.3K	$69.7K	1,200	1,200
position key `sid:sec:prov:aea2ef95b779661251947aac8f757eb7` · issuer key `cusip6:46138E` S&P GBL WATER	NO CHANGE	+$929	$63.0K	$63.9K	1,000	1,000
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$2.3K	$61.3K	$63.6K	1,120	1,120
position key `pos:18298` · issuer key `iss:1013` US OIL EQ&SV ETF	NO CHANGE	+$16.6K	$42.9K	$59.5K	2,055	2,055
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$3.8K	$51.2K	$55.1K	1,200	1,200
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	NO CHANGE	−$1.2K	$55.5K	$54.2K	487	487
position key `pos:16856` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$969	$51.6K	$50.6K	850	850
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	NO CHANGE	+$2.0K	$46.5K	$48.5K	300	300
position key `pos:17094` · issuer key `iss:1012` U.S. REAL ES ETF	NO CHANGE	+$340	$47.7K	$48.0K	508	508
position key `sid:sec:prov:c8f043869bd8b335686b8dae04ab1826` · issuer key `cusip6:921932` 500 GRTH IDX F	NO CHANGE	−$3.3K	$40.0K	$36.7K	90	90
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	NO CHANGE	+$1.2K	$35.3K	$36.4K	250	250
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	NO CHANGE	−$156	$30.7K	$30.5K	389	389
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	NO CHANGE	−$124	$30.4K	$30.3K	1,247	1,247
position key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B` FLTG RATE NT ETF	NO CHANGE	+$53	$29.9K	$30.0K	588	588
position key `pos:12580` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$2.6K	$32.0K	$29.4K	300	300
position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B` US TREAS BD ETF	NO CHANGE	−$143	$28.8K	$28.6K	1,250	1,250
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$462	$29.1K	$28.6K	139	139
position key `sid:sec:prov:dc3d92b15ae7345d7d553d8453d64a59` · issuer key `cusip6:33734X` CLOUD COMPUTING	NO CHANGE	−$5.2K	$32.7K	$27.5K	251	251
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	NO CHANGE	+$583	$21.4K	$22.0K	112	112
position key `pos:16562` · issuer key `cusip6:922908` SM CP VAL ETF	NO CHANGE	+$524	$20.3K	$20.9K	96	96
position key `pos:16990` · issuer key `iss:1012` SP SMCP600VL ETF	NO CHANGE	+$776	$18.7K	$19.4K	164	164
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` MTG-BKD SECS ETF	NO CHANGE	−$52	$18.8K	$18.7K	399	399
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	NO CHANGE	+$649	$16.7K	$17.3K	94	94
position key `sid:sec:prov:bdd430b833076ed5de2bb7616b8afb79` · issuer key `cusip6:46138E` PFD ETF	NO CHANGE	−$504	$15.7K	$15.2K	1,400	1,400
position key `pos:12699` · issuer key `iss:1012` S&P MC 400GR ETF	NO CHANGE	+$550	$14.2K	$14.8K	147	147
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	NO CHANGE	+$7	$14.2K	$14.2K	47	47
position key `pos:16414` · issuer key `iss:1012` S&P MC 400VL ETF	NO CHANGE	+$93	$13.4K	$13.5K	102	102
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	NO CHANGE	−$91	$12.1K	$12.0K	126	126
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$1.1K	$12.2K	$11.1K	61	61
position key `pos:18292` · issuer key `iss:1000` HIG YLD EQ DIV	NO CHANGE	+$529	$10.4K	$11.0K	512	512
position key `pos:16582` · issuer key `iss:1013` USD INV GRDE ETF	NO CHANGE	−$67	$6.5K	$6.4K	125	125
position key `pos:11707` · issuer key `iss:1012` U.S. FIN SVC ETF	NO CHANGE	−$649	$6.4K	$5.7K	69	69
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	NO CHANGE	−$511	$4.9K	$4.4K	10	10
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	NO CHANGE	−$7	$2.1K	$2.1K	25	25
position key `pos:14776` · issuer key `iss:1981` INTL EQUITY FD	NO CHANGE	+$1	$38	$39	1	1

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 220 issuers · $2.0B disclosed value over 329 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

30 positions · 30 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$169M	258,783
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$48.0M	483,698
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$43.3M	641,674
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$32.9M	264,601
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$10.9M	136,048
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$10.7M	32,692
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$5.6M	49,890
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$5.5M	12,821
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$4.7M	12,672
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$1.7M	6,928
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.5M	7,300
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.5M	15,672
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.5M	15,668
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$1.5M	7,815
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$1.2M	3,235
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$928K	6,129
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$203K	648
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$185K	864
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$63.6K	1,120
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$48.0K	508
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$36.4K	250
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$29.5K	230
ISHARES TR · S&P SML 600 GWT CUSIP — src ↗	$25.3K	175
ISHARES TR · SP SMCP600VL ETF CUSIP — src ↗	$19.4K	164
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$14.8K	147
ISHARES TR · S&P MC 400VL ETF CUSIP — src ↗	$13.5K	102
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$12.0K	126
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$11.1K	61
ISHARES TR · U.S. FIN SVC ETF CUSIP — src ↗	$5.7K	69
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$2.1K	25

ticker not yet mapped

$341M

1,960,115

17.0%

—

ISHARES TR

12 positions · 12 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI ACWI ETF CUSIP — src ↗	$88.7M	641,227
ISHARES TR · INTRM GOV CR ETF CUSIP — src ↗	$12.1M	113,226
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$6.7M	98,306
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$3.4M	30,842
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$3.3M	62,966
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$1.9M	18,239
ISHARES TR · ISHS 5-10YR INVT CUSIP — src ↗	$1.4M	25,461
ISHARES TR · MBS ETF CUSIP — src ↗	$947K	9,972
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$315K	3,130
ISHARES TR · US OIL EQ&SV ETF CUSIP — src ↗	$59.5K	2,055
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$54.2K	487
ISHARES TR · USD INV GRDE ETF CUSIP — src ↗	$6.4K	125

ticker not yet mapped

$119M

1,006,036

5.9%

—

ISHARES TR

4 positions · 4 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$63.7M	735,451
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$17.8M	197,051
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$109K	455
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$104K	541

ticker not yet mapped

$81.8M

933,498

4.1%

—

SCHWAB STRATEGIC TR

10 positions · 10 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$45.1M	1,546,872
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$23.8M	926,419
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$3.7M	118,033
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$3.2M	108,947
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$3.1M	123,751
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$1.2M	35,568
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$626K	25,281
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$432K	14,076
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$120K	3,921
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$30.3K	1,247

ticker not yet mapped

$81.1M

2,904,115

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$71.0M

279,895

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$45.2M	157,524
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$22.4M	77,999

$67.6M

235,523

3.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$58.5M

913,241

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$55.7M

150,528

2.8%

—

VANGUARD SCOTTSDALE FDS

6 positions · 6 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$23.3M	397,844
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$18.0M	301,532
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$4.8M	57,804
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$1.5M	18,859
VANGUARD SCOTTSDALE FDS · VNG RUS1000VAL CUSIP 92206C714 src ↗	$169K	1,800
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$18.7K	399

ticker not yet mapped

$47.7M

778,238

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$40.7M

138,468

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$38.4M

220,114

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$32.8M

193,040

1.6%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$31.3M

449,411

1.6%

—

VANGUARD INDEX FDS

13 positions · 13 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$16.3M	27,278
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$9.4M	32,816
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$2.0M	7,895
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$1.7M	6,624
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$1.0M	3,150
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$457K	5,150
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$142K	476
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$28.6K	139
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$22.0K	112
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$20.9K	96
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$17.3K	94
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$14.2K	47
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$4.4K	10

ticker not yet mapped

$31.2M

83,887

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$29.9M

143,497

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$27.1M

131,169

1.4%

—

SELECT SECTOR SPDR TR

10 positions · 10 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$12.3M	84,204
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$5.1M	82,666
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$3.9M	34,795
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.4M	29,293
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$782K	9,542
SELECT SECTOR SPDR TR · STATE STREET REA CUSIP 81369Y860 src ↗	$255K	6,250
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$198K	1,492
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$150K	1,380
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$55.1K	1,200
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$48.5K	300

ticker not yet mapped

$24.2M

251,122

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.7M

76,715

1.2%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$20.5M	29,451
VANGUARD WORLD FD · ENERGY ETF CUSIP 92204A306 src ↗	$1.7M	9,841
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$1.4M	4,979

ticker not yet mapped

$23.6M

44,271

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$22.6M

39,519

1.1%

—

VANGUARD BD INDEX FDS · VANGUARD ULTRA CUSIP 92203C303
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$21.7M

435,003

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.5M

263,812

1.0%

—

INVESCO EXCHANGE TRADED FD T

3 positions · 3 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP — src ↗	$19.8M	103,338
INVESCO EXCHANGE TRADED FD T · S&P500 PUR GWT CUSIP — src ↗	$252K	5,397
INVESCO EXCHANGE TRADED FD T · HIG YLD EQ DIV CUSIP — src ↗	$11.0K	512

ticker not yet mapped

$20.1M

109,247

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.8M

57,822

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$19.2M

29,463

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$18.4M

124,883

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$18.2M

63,248

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.4M

48,666

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.2M

20,359

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$16.6M

103,982

0.8%

—

2023 ETF SERIES TRUST · EAGLE CAPITAL SE CUSIP 88339Y102
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$16.6M

545,058

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$16.2M

83,743

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.7M

31,928

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERIPRISE FINL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.0M

33,853

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.5M

88,015

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DUKE ENERGY CORP NEW · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$13.3M

101,658

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$12.3M

2,932

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.8M

81,862

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.7M

47,943

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.0M

91,627

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.9M

52,567

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.4M

24,864

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.2M

65,826

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.2M

61,415

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.5M

27,005

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.4M

15,536

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$9.3M

39,297

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.8M

71,143

0.4%

—

INVESCO EXCH TRADED FD TR II

3 positions · 3 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · KBW BK ETF CUSIP 46138E628 src ↗	$8.7M	109,735
INVESCO EXCH TRADED FD TR II · S&P GBL WATER CUSIP 46138E263 src ↗	$63.9K	1,000
INVESCO EXCH TRADED FD TR II · PFD ETF CUSIP 46138E511 src ↗	$15.2K	1,400

ticker not yet mapped

$8.8M

112,135

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.6M

26,254

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

49,353

0.4%

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$5.7M	105,961
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$2.7M	35,970

ticker not yet mapped

$8.4M

141,931

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.4M

27,723

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.3M

25,584

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELEVANCE HEALTH INC FORMERLY · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.9M

27,008

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.7M

8,328

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNILEVER PLC · SPON ADR NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

132,154

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

10,564

0.4%

—

TOTALENERGIES SE · ACT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$6.8M

74,272

0.3%

—

VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$6.8M

87,554

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.7M

238,855

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.7M

30,639

0.3%

—

ISHARES U S ETF TR · SHORT DURATION B CUSIP 46431W507
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$6.6M

129,919

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.5M

125,725

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.4M

4,359

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARKEL GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.4M

3,344

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.2M

6,918

0.3%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$3.7M	81,222
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$2.2M	45,949

ticker not yet mapped

$5.9M

127,171

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.7M

18,466

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.5M

20,474

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.0M

75,905

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.7M

61,949

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAP SE · SPON ADR CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.4M

25,991

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.4M

55,516

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.3M

32,631

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

41,139

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOVER CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

20,179

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

11,085

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

18,676

0.2%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$3.1M	6,373
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$3.8M

6,374

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

14,609

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINSALE CAP GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

10,273

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

13,226

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

11,340

0.2%

—

WISDOMTREE TR

3 positions · 3 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · US LARGECAP FUND CUSIP — src ↗	$3.2M	46,252
WISDOMTREE TR · US SMALLCAP FUND CUSIP — src ↗	$69.7K	1,200
WISDOMTREE TR · INTL EQUITY FD CUSIP — src ↗	$39	1

ticker not yet mapped

$3.2M

47,453

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.1M

5,560

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUEST DIAGNOSTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.9M

14,787

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.9M

22,379

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.7M

2,787

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

9,936

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

3M CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

16,492

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HANOVER INS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

13,708

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.4M

51,670

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STARBUCKS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.3M

25,953

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.2M

26,270

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXSTAR MEDIA GROUP INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.2M

12,287

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PACKAGING CORP AMER · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.2M

10,391

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$2.2M

8,933

0.1%

—

DIMENSIONAL ETF TRUST

4 positions · 4 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$1.2M	31,964
DIMENSIONAL ETF TRUST · US EQUITY MARKET CUSIP 25434V401 src ↗	$747K	10,534
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$116K	2,400
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$67.6K	950

ticker not yet mapped

$2.2M

45,848

0.1%

—

SPDR SERIES TRUST

8 positions · 8 reported rows

Rows LOWE BROCKENBROUGH & CO INC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$884K	15,628
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$590K	4,145
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$269K	12,000
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$158K	1,640
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$95.1K	1,242
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$94.2K	1,106
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$50.6K	850
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$29.4K	300

ticker not yet mapped

$2.2M

36,911

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 54.8%below median 80.0%
Concentration index: 201 bpsbelow median 446 bps
Positions with value: 329 / 329median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 54.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 201 · QoQ moves: 336

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open LOWE BROCKENBROUGH & CO INC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).