Filing Research | CAPITAL GROUP CORE BALANCED Institutional Holdings

Snapshot holdings

50 / 117 loaded

#		Instrument	quantity
1	Aprio Wealth Management, LLC	Shares	1.7MSH	$64.1M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.6MSH	$60.1M
3	BENJAMIN EDWARDS INC	Shares	1.3MSH	$49.9M
4	KWB Wealth	Shares	925.9KSH	$35.1M
5	ST GERMAIN D J CO INC	Shares	721.8KSH	$27.4M
6	Confluence Wealth Services, Inc.	Shares	562.2KSH	$21.3M
7	Greenbush Financial Group, LLC	Shares	549.4KSH	$20.9M
8	FLAGSHIP HARBOR ADVISORS, LLC	Shares	548.6KSH	$20.8M
9	Mesirow Financial Investment Management, Inc.	Shares	502.0KSH	$19.1M
10	Quantum Financial Planning Services, Inc.	Shares	421.9KSH	$16.0M
11	Apollon Wealth Management, LLC	Shares	374.6KSH	$14.2M
12	Clarity Wealth Advisors, LLC	Shares	369.6KSH	$14.0M
13	B. Riley Wealth Advisors, Inc.	Shares	354.4KSH	$13.4M
14	CARY STREET PARTNERS FINANCIAL LLC	Shares	347.7KSH	$13.2M
15	IFP Advisors, Inc	Shares	347.0KSH	$13.2M
16	Johnson Bixby & Associates, LLC	Shares	342.4KSH	$13.0M
17	D.A. DAVIDSON & CO.	Shares	338.7KSH	$12.9M
18	Base Wealth Management LLC	Shares	322.0KSH	$12.2M
19	Capital Management Associates, Inc	Shares	320.1KSH	$12.2M
20	Merit Financial Group, LLC	Shares	318.2KSH	$12.1M
21	CLG LLC	Shares	300.5KSH	$11.4M
22	Boyer Financial Services, Inc.	Shares	295.2KSH	$11.1M
23	LongView Wealth Management	Shares	276.5KSH	$10.5M
24	AdvisorNet Financial, Inc	Shares	271.5KSH	$10.3M
25	QUANTUM FINANCIAL PARTNERS LLC	Shares	262.0KSH	$9.9M
26	SEAMOUNT FINANCIAL GROUP INC	Shares	258.1KSH	$9.8M
27	Worth Asset Management, LLC	Shares	209.5KSH	$8.0M
28	Tempus Wealth Planning, LLC	Shares	176.3KSH	$6.7M
29	Envestnet Portfolio Solutions, Inc.	Shares	172.7KSH	$6.6M
30	DAVENPORT & Co LLC	Shares	151.8KSH	$5.8M
31	First Heartland Consultants, Inc.	Shares	149.4KSH	$5.7M
32	VVR Holdings LLC	Shares	142.8KSH	$5.4M
33	PFG Advisors	Shares	142.7KSH	$5.4M
34	AA Financial Advisors, LLC	Shares	137.6KSH	$5.2M
35	Onyx Bridge Wealth Group LLC	Shares	124.3KSH	$4.7M
36	Taylor Financial Group, Inc.	Shares	121.7KSH	$4.6M
37	Patriot Financial Group Insurance Agency, LLC	Shares	108.7KSH	$4.1M
38	StrongBox Wealth, LLC	Shares	101.9KSH	$3.9M
39	Clear Trail Advisors, LLC	Shares	93.7KSH	$3.6M
40	RFG Advisory, LLC	Shares	92.6KSH	$3.5M
41	J.W. COLE ADVISORS, INC.	Shares	89.8KSH	$3.4M
42	PRIVATE CLIENT SERVICES, LLC	Shares	79.7KSH	$3.0M
43	Accel Wealth Management	Shares	60.5KSH	$2.3M
44	Farther Finance Advisors, LLC	Shares	60.1KSH	$2.3M
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	59.5KSH	$2.3M
46	HBW ADVISORY SERVICES LLC	Shares	57.6KSH	$2.2M
47	Security Financial Services, INC.	Shares	56.5KSH	$2.1M
48	EverSource Wealth Advisors, LLC	Shares	48.6KSH	$1.8M
49	Smith Thornton Advisors LLC	Shares	48.8KSH	$1.8M
50	TITLEIST ASSET MANAGEMENT, LLC	Shares	41.3KSH	$1.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 118 loaded

#		Instrument
1	BENJAMIN EDWARDS INC added	Shares	+372.9K	+$17.5M	$49.9M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+246.4K	+$13.4M	$60.1M
3	KWB Wealth added	Shares	+255.0K	+$11.4M	$35.1M
4	Quantum Financial Planning Services, Inc. added	Shares	+109.1K	+$5.3M	$16.0M
5	CLG LLC added	Shares	+96.1K	+$4.4M	$11.4M
6	Clarity Wealth Advisors, LLC added	Shares	+77.3K	+$4.0M	$14.0M
7	Mesirow Financial Investment Management, Inc. added	Shares	+62.6K	+$3.9M	$19.1M
8	Clear Trail Advisors, LLC new	Shares	+93.7K	+$3.6M	$3.6M
9	ST GERMAIN D J CO INC added	Shares	+25.4K	+$3.4M	$27.4M
10	J.W. COLE ADVISORS, INC. added	Shares	+83.9K	+$3.2M	$3.4M
11	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+31.7K	+$3.0M	$20.8M
12	Confluence Wealth Services, Inc. added	Shares	+29.8K	+$3.0M	$21.3M
13	PRIVATE CLIENT SERVICES, LLC added	Shares	+73.6K	+$2.8M	$3.0M
14	Apollon Wealth Management, LLC added	Shares	+27.0K	+$2.3M	$14.2M
15	Merit Financial Group, LLC added	Shares	+27.8K	+$2.1M	$12.1M
16	AdvisorNet Financial, Inc added	Shares	+29.7K	+$2.0M	$10.3M
17	Greenbush Financial Group, LLC trimmed	Shares	-1.8K	+$1.9M	$20.9M
18	Johnson Bixby & Associates, LLC added	Shares	+19.1K	+$1.9M	$13.0M
19	IFP Advisors, Inc added	Shares	+18.2K	+$1.9M	$13.2M
20	Capital Management Associates, Inc added	Shares	+20.7K	+$1.8M	$12.2M
21	B. Riley Wealth Advisors, Inc. added	Shares	+10.1K	+$1.8M	$13.4M
22	Envestnet Portfolio Solutions, Inc. added	Shares	+33.5K	+$1.8M	$6.6M
23	Accel Wealth Management added	Shares	+39.2K	+$1.6M	$2.3M
24	VVR Holdings LLC added	Shares	+30.6K	+$1.6M	$5.4M
25	DAVENPORT & Co LLC added	Shares	+28.9K	+$1.5M	$5.8M
26	SEAMOUNT FINANCIAL GROUP INC added	Shares	+16.8K	+$1.5M	$9.8M
27	Farther Finance Advisors, LLC added	Shares	+35.2K	+$1.4M	$2.3M
28	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+4.1K	+$1.4M	$13.2M
29	Base Wealth Management LLC added	Shares	+6.7K	+$1.4M	$12.2M
30	Worth Asset Management, LLC added	Shares	+13.2K	+$1.2M	$8.0M
31	Boyer Financial Services, Inc. added	Shares	+2.3K	+$1.1M	$11.1M
32	PFG Advisors added	Shares	+11.6K	+$906.8K	$5.4M
33	LongView Wealth Management added	Shares	+12.1K	+$875.7K	$10.5M
34	Duncan Williams Asset Management, LLC added	Shares	+21.5K	+$859.0K	$1.3M
35	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+18.2K	+$836.0K	$2.3M
36	Old North State Wealth Management, LLC new	Shares	+19.0K	+$723.1K	$723.1K
37	D.A. DAVIDSON & CO. trimmed	Shares	-14.0K	+$721.0K	$12.9M
38	Tempus Wealth Planning, LLC added	Shares	+2.3K	+$706.2K	$6.7M
39	First Heartland Consultants, Inc. added	Shares	+3.4K	+$645.6K	$5.7M
40	Taylor Financial Group, Inc. added	Shares	+5.8K	+$630.6K	$4.6M
41	Lantz Financial LLC added	Shares	+12.5K	+$564.8K	$1.4M
42	AA Financial Advisors, LLC added	Shares	+1.3K	+$534.7K	$5.2M
43	Onyx Bridge Wealth Group LLC added	Shares	+1.7K	+$501.9K	$4.7M
44	StrongBox Wealth, LLC added	Shares	+3.8K	+$493.6K	$3.9M
45	RFG Advisory, LLC added	Shares	+3.7K	+$456.6K	$3.5M
46	HBW ADVISORY SERVICES LLC added	Shares	+7.1K	+$448.7K	$2.2M
47	Professional Financial Advisors, LLC new	Shares	+9.5K	+$360.0K	$360.0K
48	Focus Financial Network, Inc. added	Shares	+8.3K	+$353.5K	$694.7K
49	Smith Thornton Advisors LLC added	Shares	+5.8K	+$342.9K	$1.8M
50	Capital Investment Advisory Services, LLC added	Shares	+5.2K	+$306.3K	$1.4M

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