13F filer

Greenleaf Trust

As of Sep 30, 2026 Filed Oct 29, 2026 CIK 1162170 SEC filings ↗
13F Value
$9.76B
Positions
836
Top Position
SYK42.8%
Top 5
63.8%

Latest filing changes

vs Jun 30, 2026
Holdings836
# Trend (4Q)
1 SYK 42.8% $4.17B -0.5% 15.16M 46.2% Common Stock
2 IVV 10.1% $989.3M -3.9% 1.29M 9.7% ETF
3 SPYM 6.8% $664.8M +5.7% 7.41M 5.9% ETF
4 AAPL 2.1% $202.8M -2.7% 608.9K 1.7% Common Stock
5 IEFA 2.0% $193.6M -2.9% 2.00M 1.9% ETF
6 MSFT 1.5% $148.8M -2.1% 290.0K 1.1% Common Stock
7 JAAA 1.4% $136.0M +7.7% 2.69M 1.2% ETF
8 NVDA 1.3% $122.4M -5.0% 536.1K 1.1% Common Stock
9 AMZN 1.2% $112.3M -2.4% 450.7K 1.1% Common Stock
10 IJH 1.1% $103.2M -3.4% 1.43M 1.1% ETF
11 IEF 1.0% $101.8M +7.1% 1.14M 1.0% ETF
12 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 278,697 reported quantity $95,894,064 reported value
1.0% $95.9M -4.6% 278.7K 1.0% Common Stock
13 GOOG 1.0% $95.6M -4.1% 280.7K 1.0% Common Stock
14 V 0.9% $84.3M -2.2% 234.5K 0.8% Common Stock
15 SPDW 0.9% $84.1M +6.1% 1.68M 0.8% ETF
16 EEM 0.9% $83.7M -9.1% 1.25M 0.9% ETF
17 META 0.8% $75.5M -2.5% 104.2K 0.6% Common Stock
18 IEMG 0.7% $70.2M -3.7% 864.7K 0.7% ETF
19 BRK.B
Filing details
  • 084670702 Sep 30, 2026 138,133 reported quantity $68,783,328 reported value
0.7% $68.8M -2.5% 138.1K 0.7% Common Stock
20 SPMD 0.7% $65.7M +6.0% 1.04M 0.6% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing72
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.