LOWE BROCKENBROUGH & CO INC

Est. AUM

$2.01B

13F long equity, this entity only

Positions

328

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$169.0M	258783	8.43%	SOLE
2	ISHARES TR	MSCI ACWI ETF	$88.7M	641227	4.42%	SOLE
3	APPLE INC	COM	$71.0M	279895	3.54%	SOLE
4	ISHARES TR	CORE MSCI TOTAL	$63.7M	735451	3.18%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$58.5M	913241	2.92%	SOLE
6	MICROSOFT CORP	COM	$55.7M	150528	2.78%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$48.0M	483698	2.39%	SOLE
8	ALPHABET INC	CAP STK CL C	$45.2M	157524	2.25%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP GR ETF	$45.1M	1546872	2.25%	SOLE
10	ISHARES TR	CORE S&P MCP ETF	$43.3M	641674	2.16%	SOLE
11	JPMORGAN CHASE & CO	COM	$40.7M	138468	2.03%	SOLE
12	NVIDIA CORPORATION	COM	$38.4M	220114	1.91%	SOLE
13	ISHARES TR	CORE S&P SCP ETF	$32.9M	264601	1.64%	SOLE
14	EXXON MOBIL CORP	COM	$32.8M	193040	1.63%	SOLE
15	ISHARES INC	CORE MSCI EMKT	$31.3M	449411	1.56%	SOLE
16	AMAZON COM INC	COM	$29.9M	143497	1.49%	SOLE
17	CHEVRON CORPORATION	COM	$27.1M	131169	1.35%	SOLE
18	SCHWAB STRATEGIC TR	US LRG CAP ETF	$23.8M	926419	1.18%	SOLE
19	BROADCOM INC	COM	$23.7M	76715	1.18%	SOLE
20	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$23.3M	397844	1.16%	SOLE
21	META PLATFORMS INC	CL A	$22.6M	39519	1.13%	SOLE
22	ALPHABET INC	CAP STK CL A	$22.4M	77999	1.12%	SOLE
23	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$21.7M	435003	1.08%	SOLE
24	VANGUARD WORLD FD	INF TECH ETF	$20.5M	29451	1.02%	SOLE
25	CISCO SYS INC	COM	$20.5M	263812	1.02%	SOLE
26	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$19.8M	103338	0.99%	SOLE
27	APPLIED MATLS INC	COM	$19.8M	57822	0.99%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.2M	29463	0.96%	SOLE
29	ORACLE CORP	COM	$18.4M	124883	0.92%	SOLE
30	NORFOLK SOUTHN CORP	COM	$18.2M	63248	0.91%	SOLE
31	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$18.0M	301532	0.90%	SOLE
32	ISHARES TR	CORE MSCI EAFE	$17.8M	197051	0.89%	SOLE
33	EATON CORP PLC	SHS	$17.4M	48666	0.87%	SOLE
34	GOLDMAN SACHS GROUP INC	COM	$17.2M	20359	0.86%	SOLE
35	TJX COS INC NEW	COM	$16.6M	103982	0.83%	SOLE
36	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$16.6M	545058	0.83%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.3M	27278	0.81%	SOLE
38	RTX CORPORATION	COM	$16.2M	83743	0.81%	SOLE
39	THERMO FISHER SCIENTIFIC INC	COM	$15.7M	31928	0.78%	SOLE
40	AMERIPRISE FINL INC	COM	$15.0M	33853	0.75%	SOLE
41	MORGAN STANLEY	COM NEW	$14.5M	88015	0.72%	SOLE
42	DUKE ENERGY CORP NEW	COM NEW	$13.3M	101658	0.66%	SOLE
43	BOOKING HOLDINGS INC	COM	$12.3M	2932	0.62%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET HEA	$12.3M	84204	0.62%	SOLE
45	ISHARES TR	INTRM GOV CR ETF	$12.1M	113226	0.60%	SOLE
46	PROCTER & GAMBLE CO	COM	$11.8M	81862	0.59%	SOLE
47	JOHNSON & JOHNSON	COM	$11.7M	47943	0.58%	SOLE
48	MERCK & CO INC	COM	$11.0M	91627	0.55%	SOLE
49	PNC FINL SVCS GROUP INC	COM	$10.9M	52567	0.55%	SOLE
50	ISHARES TR	EXPANDED TECH	$10.9M	136048	0.54%	SOLE

1–50 of 328

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.