SBK Financial, Inc.: summary

SBK Financial, Inc. reported 187 positions with a reported value of $208.99M in its 13F for Q3 2026. Compared with Q2 2026: 6 new positions, 25 exited.

Top positions

• VANGUARD S&P 500 ETF
• VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF
• DIMENSIONAL ETF TRUST
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• DIMENSIONAL ETF TRUST
• APPLE INC COM
• MICROSOFT CORP COM
• STATE STREET SPDR S&P 500 ETF
• ALPHABET INC
• AMAZON COM INC