Jamison Private Wealth Management, Inc. ETF holdings
Milton, GA
Reported $48.2M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$48.2M
ETFs held
33
Change from prior quarter
+43.2%
With price moves
ETFs as a share of its 13F
5.0%
of $965.2M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVW | iShares S&P 500 Growth ETF | $9.4M | 68,611 | New position |
| IVV | iShares Core S&P 500 ETF | $6.9M | 9,157 | +74 shares |
| SLV | iShares Silver Trust | $5.1M | 96,059 | −35 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.2M | 4,352 | +3,010 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $3.2M | 16,947 | −474 shares |
| IJR | iShares Core S&P Small-Cap ETF | $2.4M | 16,002 | −306 shares |
| IXUS | iShares Core MSCI Total International Stock ETF | $1.7M | 17,397 | −448 shares |
| GLD | SPDR Gold Shares | $1.6M | 4,302 | No change |
| VTI | Vanguard Morningstar Total Stock Market ETF | $1.3M | 3,474 | +1,069 shares |
| VOO | Vanguard S&P 500 ETF | $1.2M | 1,775 | +4 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002006637. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Jamison Private Wealth Management, Inc. own?
Jamison Private Wealth Management, Inc. reported 33 ETF positions worth $48.2M in its Form 13F for June 30, 2026. The largest was IVW, at $9.4M.
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.