Ballentine Partners, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.57 Billion distributed in 2278 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 $1.82B, Ishares Tr with a value of $531M, Ishares Core S&P Total U.S. St with a value of $470M, Vanguard Ftse Developed Market with a value of $272M, and Ishares Core S&P 500 ETF with a value of $229M.
Examining the 13F form we can see an increase of $834M in the current position value, from $5.74B to 6.57B.
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.
