Q2 2026 13F · SEC CIK 701516

Means Investment Co., Inc.

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 198
Top holdings a year, 3 yrs: +21.1%
Assets under management: $1.6B

Means Investment Co., Inc. is a wealth manager that reported 198 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard S&p 500 ETF (VOO, 17.9%), Vanguard FTSE All (VEU, 7.9%), Invesco S&P 500 Top 50 ETF Total (XLG, 7.5%). A portfolio copying its top holdings returned 21.1% a year over the last 3 years, against 20.4% for the S&P 500.

Means Investment Co., Inc. holdings largest 50 of 198 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Means Investment Co., Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard S&p 500 ETF	17.9%	17.9%	344,538	+0.5%	$236.6M
VEUVanguard FTSE All	7.9%	8.3%	1,256,007	-0.7%	$105.2M
XLGInvesco S&P 500 Top 50 ETF Total	7.5%	7.5%	1,624,685	+3.9%	$99.5M
AAPLApple Inc	6.5%	6.6%	295,666	-0.5%	$85.6M
NVDANvidia Corporation Com	4.0%	4.0%	262,746	+0.4%	$52.6M
AVUVAvantis US Small Cap Value ETF	3.6%	3.8%	385,249	-2.2%	$48.1M
AMZNAmazon Com Inc Com	3.4%	3.5%	188,114	-1.9%	$44.8M
MGKVanguard World Fd	3.1%	3.1%	470,858	+391.6%	$41.4M
JKGIshares Tr	3.0%	3.1%	407,204	-5.8%	$39.3M
MSFTMicrosoft Corp	2.8%	3.4%	99,637	-4.7%	$37.2M
GOOGAlphabet Inc	2.6%	2.2%	96,351	+12.2%	$34.0M
XLVSelect Sector Spdr Tr	2.0%	2.1%	170,810	+5.8%	$27.1M
JBNDJpmorgan Active Bond ETF	1.9%	2.0%	473,636	+9.7%	$25.3M
LRCXLam Research Corp	1.8%	1.1%	55,238	-2.4%	$23.9M
JPIEJpmorgan Income ETF	1.7%	—	501,929	—	$23.1M
MGVVanguard Mega Cap Value ETF Total	1.6%	1.7%	133,485	-2.4%	$21.8M
FBTCFidelity Wise Origin Bitcoin	1.6%	1.5%	415,000	+39.0%	$21.2M
JPMJpmorgan Chase & Co	1.6%	1.7%	63,922	-1.9%	$20.9M
METAMeta Platforms Inc Class A	1.3%	1.6%	30,446	-4.0%	$17.1M
SMHVaneck Semiconductor ETF	1.0%	0.6%	21,094	+17.3%	$13.8M
XLFSelect Sector Spdr Tr	1.0%	1.0%	241,289	+6.7%	$12.9M
TSLATesla Inc Com	0.9%	0.9%	28,864	+5.8%	$12.1M
AVGOBroadcom Inc	0.8%	0.7%	28,554	+8.3%	$10.8M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	20,036	-2.2%	$10.0M
PLTRPalantir Technologies Inclass Class A	0.8%	1.1%	85,148	+1.0%	$9.9M
PYLDPimco Multisector Bond Active Exchange-T	0.7%	0.5%	347,052	+69.7%	$9.2M
WRBW. R. Berkley Corp.	0.7%	0.7%	126,494	+0.1%	$8.9M
JNJJohnson & Johnson	0.5%	0.5%	28,110	+29.5%	$7.1M
CVXChevron Corp New	0.5%	0.7%	41,045	-0.0%	$6.8M
GOOGLAlphabet Inc	0.5%	0.5%	18,702	-0.4%	$6.7M
BACBank of Amer Corp	0.5%	0.5%	115,647	-0.9%	$6.6M
VYMVym	0.5%	0.5%	37,728	+0.4%	$6.0M
VVisa Inc Com Cl A	0.4%	0.5%	17,035	-6.7%	$5.8M
ABBVAbbvie Inc	0.4%	0.4%	22,908	-2.2%	$5.8M
LLYLilly Eli & Co	0.4%	0.4%	4,726	+3.3%	$5.7M
PMPhilip Morris Intl Inc Com	0.4%	0.4%	30,295	-0.9%	$5.5M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.4%	0.3%	7,308	+36.1%	$5.1M
ORCLOracle Corp	0.4%	0.4%	34,439	+1.2%	$5.0M
WMTWalmart Inc	0.4%	0.5%	44,125	-1.1%	$5.0M
AMDAdvanced Micro Devices Inc	0.4%	—	8,348	—	$4.8M
MUMicron Technology Inc	0.3%	—	3,862	—	$4.5M
XOMExxon Mobil Corp	0.3%	0.5%	31,874	+0.4%	$4.4M
GSGoldman Sachs Group Inc	0.3%	0.3%	4,289	+0.2%	$4.3M
IHIIshares Tr	0.3%	0.4%	80,072	-9.9%	$4.0M
PGProcter & Gamble Co Com	0.3%	0.3%	26,213	-1.2%	$3.8M
MRKMerck & Co. Inc	0.3%	0.3%	27,981	-0.2%	$3.6M
SCHWSchwab Charles Corp	0.3%	0.3%	38,433	-3.8%	$3.5M
TJXTjx Cos Inc New Com	0.2%	0.3%	21,354	+0.1%	$3.2M
RTXRtx Corporation Com	0.2%	0.3%	16,411	+1.5%	$3.1M
OEFIshares S&p 100 ETF	0.2%	—	8,447	—	$3.1M

What Means Investment Co., Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MGK Vanguard World Fd+391.6% shares
PYLD Pimco Multisector Bond Active Exchange-T+69.7% shares
FBTC Fidelity Wise Origin Bitcoin+39.0% shares
MDY State Street Spdr S&p Midcap 400 ETF Tru+36.1% shares
JNJ Johnson & Johnson+29.5% shares
SMH Vaneck Semiconductor ETF+17.3% shares
GOOG Alphabet Inc+12.2% shares
JBND Jpmorgan Active Bond ETF+9.7% shares

Reduced

IHI Ishares Tr-9.9% shares
V Visa Inc Com Cl A-6.7% shares
JKG Ishares Tr-5.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.7% /yr; S&P 500 +20.1%
3 years: +21.1% /yr; S&P 500 +20.4%
5 years: +11.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	198
Q1 2026	$1.1B	192
Q4 2025	$1.2B	182
Q3 2025	$1.2B	188
Q2 2025	$1.1B	189
Q1 2025	$941.7M	190
Q4 2024	$960.7M	204
Q3 2024	$900.1M	203
Q2 2024	$836.5M	191
Q1 2024	$773.1M	197
Q4 2023	$693.9M	191
Q3 2023	$610.7M	192

Questions about Means Investment Co., Inc.'s portfolio

What stocks does Means Investment Co., Inc. own?

Means Investment Co., Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 198 positions worth $1.3B. The largest are Vanguard S&p 500 ETF (VOO) at 17.9%, Vanguard FTSE All (VEU) at 7.9%, Invesco S&P 500 Top 50 ETF Total (XLG) at 7.5%, Apple Inc (AAPL) at 6.5% and Nvidia Corporation Com (NVDA) at 4.0%.

What did Means Investment Co., Inc. buy last quarter?

In Q2 2026, Means Investment Co., Inc. added Vanguard World Fd (MGK) (+391.6% shares), Pimco Multisector Bond Active Exchange-T (PYLD) (+69.7% shares) and Fidelity Wise Origin Bitcoin (FBTC) (+39.0% shares), compared with its Q1 2026 filing.

What did Means Investment Co., Inc. sell last quarter?

In Q2 2026, Means Investment Co., Inc. cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Salesforce Inc Com (CRM), Ishares Tr (IHI) (-9.9% shares), Visa Inc Com Cl A (V) (-6.7% shares) and Ishares Tr (JKG) (-5.8% shares), compared with its Q1 2026 filing.

How has Means Investment Co., Inc.'s portfolio performed?

A portfolio copying Means Investment Co., Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +11.2% a year against +11.6%.

When is Means Investment Co., Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Means Investment Co., Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Means Investment Co., Inc. manage?

Means Investment Co., Inc. reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.