Lanark Financial, Inc. ETF holdings
Birmingham, AL
Reported $588.0M in 933 ETFs in its Form 13F for June 30, 2026.
ETF value
$588.0M
ETFs held
933
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
39.8%
of $1.5B
Top 10 of 933 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $34.0M | 45,575 | −3,026 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $33.3M | 378,953 | +12,995 shares |
| VOO | Vanguard S&P 500 ETF | $27.9M | 40,585 | +2,213 shares |
| IVV | iShares Core S&P 500 ETF | $15.4M | 20,592 | +1,862 shares |
| QQQ | Invesco QQQ Trust | $12.8M | 17,341 | −241 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $12.6M | 177,209 | +6,999 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $11.1M | 220,493 | +2,917 shares |
| SPAB | State Street SPDR Portfolio Aggregate Bond Index ETF | $9.4M | 367,555 | +16,035 shares |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF | $9.4M | 279,999 | +14,943 shares |
| QGRW | Wisdomtree U.S. Quality Growth Fund | $8.7M | 131,120 | +22,119 shares |
923 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) 0000791540. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lanark Financial, Inc. own?
Lanark Financial, Inc. reported 933 ETF positions worth $588.0M in its Form 13F for June 30, 2026. The largest was SPY, at $34.0M.
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.