Loring Wolcott & Coolidge Fiduciary Advisors LLP ETF holdings
Boston, MA
Reported $75.0M in 91 ETFs in its Form 13F for June 30, 2026.
ETF value
$75.0M
ETFs held
91
Change from prior quarter
+7.5%
With price moves
ETFs as a share of its 13F
0.7%
of $10.3B
Top 10 of 91 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $9.0M | 12,112 | +151 shares |
| GLD | SPDR Gold Shares | $7.5M | 20,363 | −4,054 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $6.4M | 17,363 | −908 shares |
| QQQ | Invesco QQQ Trust | $4.5M | 6,097 | No change |
| VIG | Vanguard Dividend Appreciation ETF | $3.4M | 14,490 | No change |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $2.9M | 4,143 | +50 shares |
| VOO | Vanguard S&P 500 ETF | $2.9M | 4,191 | −56 shares |
| IVV | iShares Core S&P 500 ETF | $2.4M | 3,214 | +259 shares |
| IWO | iShares Russell 2000 Growth ETF | $2.4M | 5,998 | −90 shares |
| AAEQ | Alpha Architect US Equity 2 ETF | $2.3M | 43,122 | No change |
81 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) 0000932974. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Loring Wolcott & Coolidge Fiduciary Advisors LLP own?
Loring Wolcott & Coolidge Fiduciary Advisors LLP reported 91 ETF positions worth $75.0M in its Form 13F for June 30, 2026. The largest was SPY, at $9.0M.
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.