Moody Lynn Lieberson & Walker, LLC ETF holdings
Boston, MA
Reported $117.5M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$117.5M
ETFs held
42
Change from prior quarter
-8.0%
With price moves
ETFs as a share of its 13F
6.2%
of $1.9B
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GLD | SPDR Gold Shares | $55.2M | 149,771 | −23,351 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $15.3M | 20,427 | +2,879 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $6.7M | 18,026 | +21 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $4.7M | 78,551 | +70,814 shares |
| IWO | iShares Russell 2000 Growth ETF | $4.1M | 10,299 | No change |
| IWF | iShares Russell 1000 Growth ETF | $2.9M | 23,656 | +17,717 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $2.3M | 11,917 | New position |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $1.9M | 2,705 | No change |
| IWM | iShares Russell 2000 ETF | $1.8M | 6,077 | +901 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.8M | 8,523 | −1,009 shares |
32 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) 0000938592. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Moody Lynn Lieberson & Walker, LLC own?
Moody Lynn Lieberson & Walker, LLC reported 42 ETF positions worth $117.5M in its Form 13F for June 30, 2026. The largest was GLD, at $55.2M.
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.