We are live on
!
Find out more
A
Alongside Portfolio holdings
AUM
$525M
This Fund
S&P 500
This Quarter
Est. Return
+9.6%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$525M
AUM Growth
–
Cap. Flow
+$517M
Cap. Flow
% of AUM
98.63%
Top 10 Holdings %
Top 10 Hldgs %
40.81%
Holding
190
New
190
Increased
–
Reduced
–
Closed
–
Avg Time Held
0.8
quarters
Top 10 Avg Time Held
0.7
quarters
Top 20 Avg Time Held
0.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$39.9M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$25.8M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$24.9M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$22.4M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$19.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.49% |
| 2 | Technology | 3.61% |
| 3 | Healthcare | 1.56% |
| 4 | Energy | 1.28% |
| 5 | Financials | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $1.01M | 0.19% |
+16,903
| New | +$993K |
2026 Q2
0 quarters
|
|
77
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
| $981K | 0.19% |
+6,703
| New | +$924K |
2026 Q2
0 quarters
|
|
78
Chevron
CVX
$416B
| $928K | 0.18% |
+5,600
| New | +$1.04M |
2026 Q2
0 quarters
|
|
79
Tesla
TSLA
$1.51T
| $847K | 0.16% |
+2,014
| New | +$801K |
2025 Q4
2 quarters
|
|
80
iShares Russell Mid-Cap Value ETF
IWS
$15.2B
| $823K | 0.16% |
+5,002
| New | +$789K |
2026 Q2
0 quarters
|
|
81
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
| $820K | 0.16% |
+5,779
| New | +$799K |
2026 Q2
0 quarters
|
|
82
Costco
COST
$420B
| $813K | 0.15% |
+869
| New | +$866K |
2025 Q4
2 quarters
|
|
83
US Treasury 2 Year Note ETF
UTWO
$505M
| $781K | 0.15% |
+16,284
| New | +$784K |
2026 Q2
0 quarters
|
|
84
Philip Morris
PM
$314B
| $760K | 0.14% |
+4,199
| New | +$728K |
2026 Q2
0 quarters
|
|
85
Berkshire Hathaway Class A
BRK.A
$1.11T
| $749K | 0.14% |
+1
| New | +$721K |
2026 Q2
0 quarters
|
|
86
JPMorgan Chase
JPM
$885B
| $699K | 0.13% |
+2,135
| New | +$663K |
2025 Q4
2 quarters
|
|
87
iShares Russell 1000 ETF
IWB
$49.5B
| $687K | 0.13% |
+1,678
| New | +$665K |
2025 Q4
2 quarters
|
|
88
Schwab US TIPS ETF
SCHP
$16B
| $680K | 0.13% |
+25,677
| New | +$685K |
2025 Q4
2 quarters
|
|
89
WEC Energy
WEC
$33.8B
| $674K | 0.13% |
+5,774
| New | +$659K |
2025 Q4
2 quarters
|
|
90
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
| $665K | 0.13% |
+1,797
| New | +$643K |
2025 Q4
2 quarters
|
|
91
iShares Core US Aggregate Bond ETF
AGG
$136B
| $660K | 0.13% |
+6,664
| New | +$659K |
2025 Q4
2 quarters
|
|
92
Home Depot
HD
$290B
| $637K | 0.12% |
+1,805
| New | +$587K |
2025 Q4
2 quarters
|
|
93
US Treasury 12 Month Bill ETF
OBIL
$327M
| $631K | 0.12% |
+12,629
| New | +$633K |
2026 Q2
0 quarters
|
|
94
Fidelity Limited Term Bond ETF
FLTB
$482M
| $618K | 0.12% |
+12,331
| New | +$620K |
2025 Q4
2 quarters
|
|
95
State Street Technology Select Sector SPDR ETF
XLK
$130B
| $617K | 0.12% |
+3,239
| New | +$553K |
2025 Q4
2 quarters
|
|
96
Micron Technology
MU
$1.16T
| $616K | 0.12% |
+534
| New | +$400K |
2026 Q2
0 quarters
|
|
97
Abbott
ABT
$172B
| $606K | 0.12% |
+6,680
| New | +$610K |
2025 Q4
2 quarters
|
|
98
Vanguard Morningstar Mega Cap Growth ETF
MGK
$35.2B
| $571K | 0.11% |
+6,498
| New | +$555K |
2025 Q4
2 quarters
|
|
99
Alphabet (Google) Class C
GOOG
$4.25T
| $558K | 0.11% |
+1,579
| New | +$564K |
2025 Q4
2 quarters
|
|
100
NEOS S&P 500 High Income ETF
SPYI
$12.5B
| $554K | 0.11% |
+10,433
| New | +$549K |
2026 Q2
0 quarters
|
|
Similar funds
BB
DAM
DCM
4WM
BHPW
HW
SDWIA
SCA
Alongside's Q2 2026 Portfolio in Review
As of Q2 2026, Alongside held 190 positions worth $525M. Its ten largest holdings account for 41% of the portfolio.
Alongside deployed $517M of net new capital in Q2 2026, opening 190 new positions. Its largest new stake was iShares Core S&P 500 ETF: 54,793 shares worth $41M.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, followed by Technology and Healthcare.
- Alongside's largest Q2 2026 buy was iShares Core S&P 500 ETF: 54,793 shares worth $41M.
- Alongside's ten largest holdings make up 41% of its $525M portfolio in Q2 2026.
- Alongside opened 190 new positions and closed 0 in Q2 2026.
Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.