Auxano Advisors, LLC — 13F holdings

Auxano Advisors, LLC reported 207 holdings worth $528M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AAPL APPLE INC — $60.2M (11.4%)
2. MSFT MICROSOFT CORP — $49.2M (9.3%)
3. QLTY GMO ETF TRUST — $39.6M (7.5%)
4. AMZN AMAZON COM INC — $28.7M (5.4%)
5. PHYS SPROTT ASSET MANAGEMENT LP — $28.1M (5.3%)
6. COST COSTCO WHSL CORP NEW — $21.9M (4.1%)
7. IWB ISHARES TR — $20.2M (3.8%)
8. TSLA TESLA INC — $17.3M (3.3%)
9. JMST J P MORGAN EXCHANGE TRADED F — $12.1M (2.3%)
10. GOOGL ALPHABET INC — $10.3M (1.9%)