Morningstar Investment Management LLC: summary

Morningstar Investment Management LLC reported 304 positions with a reported value of $1.69B in its 13F for Q3 2026. Compared with Q2 2026: 36 new positions, 49 exited.

Top positions

• ISHARES U.S. TREASURY BOND ETF
• MICROSOFT CORP COM
• APPLE INC COM
• NVIDIA CORPORATION
• ALPHABET INC
• VANGUARD CHARLOTTE FDS
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
• BROADCOM INC COM
• SCHWAB SHORT-TERM US TREASURY ETF