Means Investment Co., Inc. ETF holdings
Bangor, ME
Reported $769.3M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$769.3M
ETFs held
59
Change from prior quarter
+18.9%
With price moves
ETFs as a share of its 13F
58.1%
of $1.3B
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $236.6M | 344,538 | +1,668 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $105.2M | 1,256,007 | −8,711 shares |
| XLG | Invesco S&P 500 Top 50 ETF | $99.5M | 1,624,685 | +60,355 shares |
| AVUV | Avantis US Small Cap Value ETF | $48.1M | 385,249 | −8,780 shares |
| MGK | Vanguard Morningstar Mega Cap Growth ETF | $41.4M | 470,858 | +375,087 shares |
| IMCB | iShares Morningstar Mid-Cap ETF | $39.3M | 407,204 | −25,201 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $27.1M | 170,810 | +9,297 shares |
| JBND | Jpmorgan Active Bond ETF | $25.3M | 473,636 | +41,749 shares |
| JPIE | JPMorgan Income ETF | $23.1M | 501,929 | New position |
| MGV | Vanguard Morningstar Mega Cap Value ETF | $21.8M | 133,485 | −3,225 shares |
49 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) 0000701516. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Means Investment Co., Inc. own?
Means Investment Co., Inc. reported 59 ETF positions worth $769.3M in its Form 13F for June 30, 2026. The largest was VOO, at $236.6M.
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.