ETF Holders

East Coast Asset Management, LLC. ETF holdings

Essex, MA

Reported $10.4M in 15 ETFs in its Form 13F for June 30, 2026.

ETF value
$10.4M
ETFs held
15
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
3.1%
of $338.6M

Top 10 of 15 ETF holdings

TickerFundValueSharesChange
SPYState Street SPDR S&P 500 ETF Trust$3.6M4,793−248 shares
VOEVanguard Morningstar Mid-Cap Value ETF$1.5M7,756−146 shares
OEFiShares S&P 100 ETF$1.0M2,746No change
IWMiShares Russell 2000 ETF$733K2,440−18 shares
SPLVInvesco S&P 500 Low Volatility ETF$516K6,887−304 shares
EWLiShares MSCI Switzerland ETF$446K7,101No change
IXJiShares Global Healthcare ETF$390K3,963−230 shares
FBTCFidelity Wise Origin Bitcoin Fund$385K7,550No change
VOOVanguard S&P 500 ETF$343K500No change
VUGVanguard Morningstar Growth ETF$280K3,246+2,705 shares
5 more ETF positions

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001579254. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does East Coast Asset Management, LLC. own?

East Coast Asset Management, LLC. reported 15 ETF positions worth $10.4M in its Form 13F for June 30, 2026. The largest was SPY, at $3.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.