Top Institutional Investors

Snowden Capital Advisors LLC — 13F Holdings & Portfolio

CIK 1903055 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Snowden Capital Advisors LLC manages $4.23B in 13F-reported U.S. long-equity assets across 1,333 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.39%), NVDA (3.55%), MSFT (2.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 131 new positions, exited 75, added to 655, and trimmed 285.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
540 MADISON AVE.
9TH FLOOR
NEW YORK, NY 10022
Phone
(646) 218-9288
Filing Manager
Snowden Capital Advisors LLC
New York, NY
Signatory
Richard West
Chief Compliance Officer
Loading holdings…
AUM

$4.23B

Long-equity book

Holdings

1,333

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+131 / −75 / ↑655 / ↓285

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$22.5M +13.8%
  • ADVANCED MICRO DEVICES INC$20.6M +159.7%
  • TAIWAN SEMICONDUCTOR MANUFAC$14.9M +37.2%
  • ISHARES TR$14.3M +23.0%
  • MICRON TECHNOLOGY INC$13.3M +180.1%
Show all 655 →

Top Trims

  • SPDR INDEX SHS FDS-$16.3M -77.8%
  • PALANTIR TECHNOLOGIES INC-$7.0M -21.6%
  • FRANKLIN TEMPLETON ETF TR-$6.8M -93.3%
  • EXXON MOBIL CORP-$6.4M -24.3%
  • ISHARES INC-$4.5M -32.1%
Show all 285 →

New Positions

  • LAZARD ACTIVE ETF TR$21.9M
  • STUBHUB HLDGS INC$8.8M
  • GLOBAL X FDS$6.8M
  • HONEYWELL INTL INC$5.2M
  • HONEYWELL AEROSPACE INC$5.1M
Show all 131 →

Exited Positions

  • HONEYWELL INTL INC$10.4M
  • ISHARES TR$2.9M
  • INNOVATOR ETFS TRUST$1.2M
  • RBB FD INC$759.7K
  • ISHARES INC$666.1K
Show all 75 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $186.0M 4.39% 642,631 SH
2 NVIDIA CORPORATION NVDA 67066G104 $150.4M 3.55% 751,667 SH
3 MICROSOFT CORP MSFT 594918104 $87.3M 2.06% 234,075 SH
4 AMAZON COM INC AMZN 023135106 $86.3M 2.04% 361,988 SH
5 ISHARES TR IVV 464287200 $76.6M 1.81% 102,340 SH
6 BROADCOM INC AVGO 11135F101 $66.9M 1.58% 177,005 SH
7 ALPHABET INC GOOG 02079K107 $66.7M 1.58% 188,844 SH
8 SPDR SERIES TRUST SPYM 78464A854 $62.3M 1.47% 708,888 SH
9 JPMORGAN CHASE & CO JPM 46625H100 $56.1M 1.33% 171,403 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $55.0M 1.30% 114,859 SH
11 VANGUARD SCOTTSDALE FDS VONG 92206C680 $53.4M 1.26% 417,425 SH
12 TESLA INC TSLA 88160R101 $46.6M 1.10% 110,877 SH
13 ALPHABET INC GOOGL 02079K305 $45.1M 1.07% 126,333 SH
14 VANGUARD BD INDEX FDS BND 921937835 $43.1M 1.02% 586,671 SH
15 INVESCO QQQ TR QQQ 46090E103 $41.3M 0.98% 56,110 SH
16 META PLATFORMS INC META 30303M102 $38.2M 0.90% 67,776 SH
17 ADVANCED MICRO DEVICES INC AMD 007903107 $33.5M 0.79% 57,726 SH
18 WALMART INC WMT 931142103 $32.8M 0.77% 289,445 SH
19 ELI LILLY & CO LLY 532457108 $32.5M 0.77% 27,065 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $30.6M 0.72% 40,982 SH
21 ABBVIE INC ABBV 00287Y109 $30.3M 0.71% 120,256 SH
22 VISA INC V 92826C839 $29.9M 0.71% 87,154 SH
23 GOLDMAN SACHS GROUP INC GS 38141G104 $27.9M 0.66% 27,556 SH
24 JOHNSON & JOHNSON JNJ 478160104 $27.8M 0.66% 109,396 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $27.3M 0.64% 54,486 SH
26 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $26.9M 0.64% 299,044 SH
27 VANGUARD SPECIALIZED FUNDS VIG 921908844 $26.2M 0.62% 110,601 SH
28 COSTCO WHOLESALE CORPORATION COST 22160K105 $26.1M 0.62% 27,920 SH
29 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $25.5M 0.60% 218,496 SH
30 PUTNAM ETF TRUST PVAL 746729300 $21.9M 0.52% 430,692 SH
31 LAZARD ACTIVE ETF TR IDEQ 52110K400 $21.9M 0.52% 624,788 SH
32 UNITEDHEALTH GROUP INC UNH 91324P102 $21.8M 0.52% 52,494 SH
33 MICRON TECHNOLOGY INC MU 595112103 $20.7M 0.49% 17,920 SH
34 VANGUARD INDEX FDS VUG 922908736 $20.2M 0.48% 234,933 SH
35 EXXON MOBIL CORP XOM 30231G102 $19.8M 0.47% 145,017 SH
36 VANGUARD WORLD FD VGT 92204A702 $19.7M 0.47% 165,024 SH
37 PALO ALTO NETWORKS INC PANW 697435105 $19.6M 0.46% 57,531 SH
38 ISHARES TR IVW 464287309 $19.4M 0.46% 140,953 SH
39 MERCK & CO INC MRK 58933Y105 $18.8M 0.44% 145,291 SH
40 SPDR GOLD TR GLD 78463V107 $18.8M 0.44% 50,899 SH
41 VANGUARD INDEX FDS VOO 922908363 $17.1M 0.40% 24,904 SH
42 ISHARES TR IVE 464287408 $16.4M 0.39% 72,293 SH
43 EATON CORP PLC ETN G29183103 $16.4M 0.39% 38,507 SH
44 BLACKROCK ETF TRUST DYNF 09290C103 $16.4M 0.39% 241,077 SH
45 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $16.1M 0.38% 83,910 SH
46 SPDR SERIES TRUST SPTM 78464A805 $15.1M 0.36% 166,409 SH
47 ISHARES INC EMXC 46434G764 $15.0M 0.36% 147,022 SH
48 QUALCOMM INC QCOM 747525103 $15.0M 0.35% 81,264 SH
49 VANGUARD TAX-MANAGED FDS VEA 921943858 $14.7M 0.35% 206,300 SH
50 ORACLE CORP ORCL 68389X105 $14.5M 0.34% 98,929 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $4.23B 1,333 0001172661-26-003380
2026-03-31 2026-05-15 $3.76B 1,277 0001172661-26-002018
2025-12-31 2026-02-17 $3.87B 1,262 0001172661-26-000888
2025-09-30 2025-11-14 $3.66B 1,235 0001172661-25-005003