Captrust Financial Advisors has filed its 13F form on November 19, 2025 for Q3 2025 where it was disclosed a total value porftolio of $46.7 Billion distributed in 2622 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $2.67B, Vanguard Ftse Developed Market with a value of $1.71B, Apple Inc. with a value of $1.57B, Ishares Barclays 1 3 Year Trea with a value of $1.41B, and Microsoft Corp with a value of $1.35B.
Examining the 13F form we can see an increase of $3.58B in the current position value, from $43.1B to 46.7B.
Captrust Financial Advisors is based out at Raleigh, NC
Below you can find more details about Captrust Financial Advisors portfolio as well as his latest detailed transactions.
