Ballentine Partners, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.1 Billion distributed in 2270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $2B, Ishares Tr with a value of $568M, Ishares Core S&P Total U.S. St with a value of $502M, Vanguard Ftse Developed Market with a value of $303M, and Ishares Core S&P 500 ETF with a value of $244M.
Examining the 13F form we can see an increase of $531M in the current position value, from $6.57B to 7.1B.
Ballentine Partners, LLC is based out at Waltham, MA
Below you can find more details about Ballentine Partners, LLC portfolio as well as his latest detailed transactions.
