Western Reserve Capital Management, LLC
Western Reserve Capital Management, LLC reported 53 positions worth $134.9M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (18.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $24.4M | 18.09% | 35,536 | — | — | |
| ▸ 2 | VEA | SH | $18.9M | 14.01% | 265,276 | — | — | |
| ▸ 3 | AVLC | SH | $11.9M | 8.80% | 132,044 | — | — | |
| ▸ 4 | SCHO | SH | $9.0M | 6.70% | 374,271 | — | — | |
| ▸ 5 | STIP | SH | $9.0M | 6.65% | 87,778 | — | — | |
| ▸ 6 | AVDE | SH | $7.8M | 5.81% | 87,826 | — | — | |
| ▸ 7 | EXMOC | SH | $7.0M | 5.18% | 51,088 | — | — | |
| ▸ 8 | VWO | SH | $5.8M | 4.30% | 97,117 | — | — | |
| ▸ 9 | VXF | SH | $5.6M | 4.18% | 22,929 | — | — | |
| ▸ 10 | SHW | SH | $5.2M | 3.84% | 15,047 | — | — |
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Frequently Asked Questions
What stocks does Western Reserve Capital Management, LLC hold as of Q2 2026?
Western Reserve Capital Management, LLC reported 53 positions worth $134.9M in its Q2 2026 13F filing. Largest positions: VOO (18.1%), VEA (14.0%), AVLC (8.8%), SCHO (6.7%) and STIP (6.6%).
What did Western Reserve Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Western Reserve Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.