Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STAR Financial Bank (CIK 1965329) reported $245.4M across 109 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($27.1M, 11.02%), VUG ($17.1M, 6.96%), BINC ($15.1M, 6.16%), IWF ($14.6M, 5.94%), GOVT ($13.8M, 5.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | $27.1M | 11.02% | 124,166 | Added |
| 2 | VUG | VANGUARD GROWTH ETF | $17.1M | 6.96% | 198,385 | Added |
| 3 | BINC | BLACKROCK ETF TRUST II | $15.1M | 6.16% | 288,717 | Added |
| 4 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $14.6M | 5.94% | 117,458 | Added |
| 5 | GOVT | ISHARES US TREASURY BOND ETF | $13.8M | 5.64% | 607,625 | Added |
| 6 | CAAA | FIRST TRUST AAA | $12.7M | 5.18% | 626,482 | Added |
| 7 | VEA | VANGUARD FTSE DEVELOPED MARKET ETF | $12.7M | 5.16% | 177,861 | Added |
| 8 | CLOA | BLACKROCK ETF TRUST II | $12.3M | 5.02% | 237,338 | Added |
| 9 | VO | VANGUARD MIDCAP VIPER ETF | $11.8M | 4.80% | 146,358 | Added |
| 10 | AGG | ISHARES CORE TOTAL U.S. BOND MARKET ETF | $10.5M | 4.27% | 105,818 | Added |
| 11 | IJR | ISHARES CORE S&P SMALL CAP ETF | $7.1M | 2.89% | 47,909 | Added |
| 12 | IJH | ISHARES CORE S&P MIDCAP ETF | $4.8M | 1.95% | 62,136 | Added |
| 13 | AAPL | APPLE INC | $3.7M | 1.51% | 12,791 | Added |
| 14 | XHLF | BONDBLOXX ETF TRUST | $3.5M | 1.44% | 70,214 | Trimmed |
| 15 | QQQ | INVESCO QQQ TRUST SERIES 1 | $3.5M | 1.41% | 4,704 | Hold |
| 16 | STLD | STEEL DYNAMICS INC | $3.4M | 1.39% | 14,882 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $3.3M | 1.35% | 104,634 | Added |
| 18 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.8M | 1.16% | 50,386 | Added |
| 19 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.8M | 1.16% | 11,730 | Hold |
| 20 | IVV | ISHARES CORE S&P 500 ETF | $2.6M | 1.06% | 3,473 | Added |
| 21 | GPIX | GOLDMAN SACHS ETF TR | $2.6M | 1.05% | 46,380 | Added |
| 22 | XTWO | BONDBLOXX ETF TRUST | $2.5M | 1.03% | 51,528 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.4M | 0.97% | 6,407 | Added |
| 24 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.4M | 0.96% | 24,371 | Added |
| 25 | NVDA | NVIDIA CORP | $2.1M | 0.87% | 10,687 | Added |
Source: SEC Form 13F filings · as of 2026-06-30