Zevin Asset Management LLC ETF holdings
Boston, MA
Reported $100.4M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$100.4M
ETFs held
25
Change from prior quarter
-2.2%
With price moves
ETFs as a share of its 13F
14.1%
of $712.7M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SHV | iShares 0–1 Year Treasury Bond ETF | $27.0M | 244,953 | −21,421 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $16.3M | 349,217 | −14,949 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $14.4M | 246,652 | +15,084 shares |
| EAGG | iShares ESG U.S. Aggregate Bond ETF | $12.5M | 263,451 | −15,191 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $11.7M | 15,632 | −2,180 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $7.1M | 139,841 | +1,207 shares |
| VOO | Vanguard S&P 500 ETF | $1.8M | 2,601 | No change |
| IEF | iShares 7-10 Year Treasury Bond ETF | $1.2M | 12,317 | −805 shares |
| ESGV | Vanguard ESG U.S. Stock ETF | $1.2M | 8,807 | −27 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $1.1M | 11,300 | No change |
15 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) 0001394096. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Zevin Asset Management LLC own?
Zevin Asset Management LLC reported 25 ETF positions worth $100.4M in its Form 13F for June 30, 2026. The largest was SHV, at $27.0M.
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.