YHB Investment Advisors, Inc. ETF holdings
West Hartford, CT
Reported $451.4M in 110 ETFs in its Form 13F for June 30, 2026.
ETF value
$451.4M
ETFs held
110
Change from prior quarter
+19.4%
With price moves
ETFs as a share of its 13F
28.9%
of $1.6B
Top 10 of 110 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $46.6M | 604,397 | +34,885 shares |
| IVV | iShares Core S&P 500 ETF | $23.1M | 30,863 | +7,994 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $21.8M | 29,237 | −225 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $20.8M | 411,749 | −32,346 shares |
| IJR | iShares Core S&P Small-Cap ETF | $20.2M | 136,354 | −330 shares |
| SMLF | iShares U.S. Small-Cap Equity Factor ETF | $19.8M | 222,217 | +32,382 shares |
| IWB | iShares Russell 1000 ETF | $16.6M | 40,621 | −4 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $15.0M | 443,638 | −16,193 shares |
| IVW | iShares S&P 500 Growth ETF | $14.9M | 108,453 | +97 shares |
| IEFA | iShares Core MSCI EAFE ETF | $14.8M | 153,211 | −896 shares |
100 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) 0001469219. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does YHB Investment Advisors, Inc. own?
YHB Investment Advisors, Inc. reported 110 ETF positions worth $451.4M in its Form 13F for June 30, 2026. The largest was IJH, at $46.6M.
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.