13F filer

Lanark Financial

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 791540 SEC filings ↗

13F Value

$1.47B

Positions

2,480

Top Position

AAPL2.9%

Top 5

11.3%

Latest filing changes

vs Jun 30, 2026

1 CIEN Ciena >999%+$3.0M

2 GLW Corning +57.5%+$2.3M

3 PIE Invesco Dorsey Wright Emerging Markets Momentum ETF >999%+$2.1M

4 SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF >999%+$2.1M

5 AGG iShares Core U.S. Aggregate Bond ETF +23.1%+$1.8M

Holdings2,480

#
1	AAPL Apple	2.9%	$42.5M	-7.0%	127.6K	2.7%	Common Stock
2	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.3%	$34.4M	-1.1%	45.1K	2.3%	ETF
3	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.3%	$33.1M	-2.7%	368.8K	2.3%	ETF
4	VOO Vanguard 500 Index Fund — ETF Shares	2.0%	$29.5M	+3.7%	42.1K	1.9%	ETF
5	MSFT Microsoft	1.8%	$26.1M	-6.1%	50.9K	1.4%	Common Stock
6	NVDA NVIDIA	1.6%	$24.2M	-0.3%	105.8K	1.4%	Common Stock
7	AMZN Amazon	1.2%	$18.1M	-2.5%	72.8K	1.2%	Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 49,260 reported quantity $16,949,426 reported value	1.2%	$16.9M	-12.9%	49.3K	1.4%	Common Stock
9	IVV iShares Core S&P 500 ETF	1.1%	$16.5M	+4.6%	21.5K	1.0%	ETF
10	AVGO Broadcom	1.1%	$16.3M	-2.6%	46.5K	1.2%	Common Stock
11	QQQ Invesco QQQ Trust, Series 1	1.0%	$14.4M	+12.3%	19.5K	0.9%	ETF
12	VEA Vanguard Developed Markets Index Fund — ETF Shares	0.9%	$13.5M	+7.8%	191.0K	0.9%	ETF
13	SPDW State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	0.9%	$12.8M	+15.3%	254.2K	0.8%	ETF
14	JPM JPMorgan Chase	0.8%	$12.4M	-3.9%	37.6K	0.9%	Common Stock
15	SPAB State Street SPDR Portfolio Aggregate Bond ETF	0.7%	$10.6M	+18.4%	435.3K	0.6%	ETF
16	V Visa	0.7%	$10.5M	+0.0%	29.4K	0.7%	Common Stock
17	AGG iShares Core U.S. Aggregate Bond ETF	0.6%	$9.4M	+23.1%	99.7K	0.5%	ETF
18	SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	0.6%	$9.3M	+3.4%	289.6K	0.6%	ETF
19	QGRW Wisdomtree Tr — US Quality Grow	0.6%	$9.3M	+3.3%	135.4K	0.6%	Equity
20	WMT Walmart	0.6%	$9.0M	-1.9%	86.6K	0.7%	Common Stock

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 Filing134

#	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.