OKABENA INVESTMENT SERVICES INC — 13F holdings

OKABENA INVESTMENT SERVICES INC reported 145 holdings worth $560M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $45.2M (8.1%)
  2. VOO VANGUARD INDEX FDS — $41.4M (7.4%)
  3. IVV ISHARES TR — $37.3M (6.7%)
  4. TGT TARGET CORP — $26.3M (4.7%)
  5. EEM ISHARES TR — $22.7M (4.1%)
  6. VXUS VANGUARD STAR FDS — $20.5M (3.7%)
  7. VWO VANGUARD INTL EQUITY INDEX F — $18.3M (3.3%)
  8. SPY SPDR S&P 500 ETF TR — $18.0M (3.2%)
  9. MGK VANGUARD WORLD FD — $17.6M (3.1%)
  10. DFAI DIMENSIONAL ETF TRUST — $16.9M (3.0%)