Raleigh Capital Management Inc. Top Holdings and 13F Report (2026) About Raleigh Capital Management Inc.Investment ActivityRaleigh Capital Management Inc. has $321.50 million in total holdings as of September 30, 2026.Raleigh Capital Management Inc. owns shares of 507 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 12.94% of the portfolio was purchased this quarter.About 10.70% of the portfolio was sold this quarter.This quarter, Raleigh Capital Management Inc. has purchased 571 new stocks and bought additional shares in 175 stocks.Raleigh Capital Management Inc. sold shares of 219 stocks and completely divested from 133 stocks this quarter.Largest Holdings SPDR SSGA Fixed Income Sector Rotation ETF $15,635,976SPDR S&P 500 ETF Trust $13,199,836SPDR SSGA US Sector Rotation ETF $10,553,155iShares Core S&P 500 ETF $10,289,235NVIDIA $8,861,747 Largest New Holdings this Quarter 780259305 - Shell $2,889,900 Holding922042866 - Vanguard FTSE Pacific ETF $1,753,248 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $1,217,331 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,196,745 Holding30609A109 - ONEOK INC NEW $876,308 Holding Largest Purchases this Quarter SPDR Portfolio Aggregate Bond ETF 181,854 shares (about $4.43M)SPDR SSGA Fixed Income Sector Rotation ETF 149,999 shares (about $3.66M)Shell 30,404 shares (about $2.89M)SPDR Portfolio Developed World ex-US ETF 39,985 shares (about $2.01M)Invesco QQQ 2,496 shares (about $1.85M) Largest Sales this Quarter SPDR Bloomberg High Yield Bond ETF 40,488 shares (about $3.76M)SPDR S&P 500 ETF Trust 4,675 shares (about $3.57M)TOTALENERGIES SE 31,411 shares (about $2.69M)Amgen 3,856 shares (about $1.63M)Automatic Data Processing 5,891 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRaleigh Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFISRSPDR SSGA Fixed Income Sector Rotation ETF$15,635,976$3,661,477 ▲30.6%640,5564.9%ETFSPYSPDR S&P 500 ETF Trust$13,199,836$3,565,359 ▼-21.3%17,3084.1%ETFXLSRSPDR SSGA US Sector Rotation ETF$10,553,155$628,970 ▲6.3%158,9093.3%ETFIVViShares Core S&P 500 ETF$10,289,235$280,302 ▲2.8%13,4353.2%ETFNVDANVIDIA$8,861,747$24,665 ▲0.3%38,8032.8%TechnologyAAPLApple$7,311,662$1,378,679 ▼-15.9%21,9562.3%TechnologySPEMSPDR Portfolio Emerging Markets ETF$6,989,168$756,888 ▼-9.8%135,0302.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,189,751$2,007,651 ▲48.0%123,2771.9%ETFMSFTMicrosoft$5,831,959$788,810 ▼-11.9%11,3711.8%TechnologyGOOGLAlphabet$5,633,763$434,240 ▼-7.2%16,3731.8%Communication ServicesSPABSPDR Portfolio Aggregate Bond ETF$5,399,730$4,429,959 ▲456.8%221,6641.7%ETFABBVAbbVie$3,739,923$992,465 ▼-21.0%14,2971.2%HealthcareAVGOBroadcom$3,414,771$26,340 ▲0.8%9,7231.1%TechnologyAMZNAmazon.com$3,382,004$1,116,953 ▼-24.8%13,5741.1%Consumer DiscretionaryVZVerizon Communications$3,348,966$55,273 ▼-1.6%73,0101.0%Communication ServicesUSBU.S. Bancorp$3,332,686$7,393 ▲0.2%57,6991.0%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$3,305,307$503,570 ▲18.0%138,5871.0%ETFPFEPfizer$3,266,654$2,995 ▼-0.1%114,5391.0%HealthcareSPDR SERIES TRUST$3,156,529$1,410,698 ▼-30.9%80,4831.0%STATE STRET SPDRPMPhilip Morris International$3,006,792$38,355 ▼-1.3%15,7570.9%Consumer StaplesMETAMeta Platforms$2,926,317$636,755 ▼-17.9%4,0350.9%Communication ServicesSHELShell$2,889,900$2,889,900 ▲New Holding30,4040.9%EnergySNYSanofi$2,880,172$266,429 ▲10.2%69,8560.9%HealthcareSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,851,532$111,429 ▲4.1%53,9450.9%ETFCVXChevron$2,747,766$184,396 ▲7.2%13,4560.9%EnergyEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$2,706,020$239,344 ▲9.7%113,3650.8%ETFIVWiShares S&P 500 Growth ETF$2,694,482$86,492 ▲3.3%18,9410.8%ETFMDTMedtronic$2,644,397$48,409 ▲1.9%30,6450.8%HealthcareSRLNSPDR Blackstone Senior Loan ETF$2,642,619$175,938 ▲7.1%65,4280.8%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$2,621,272$230,502 ▲9.6%143,9470.8%ETFENBEnbridge$2,615,770$59,368 ▲2.3%56,2650.8%EnergyPLDPrologis$2,609,185$18,178 ▼-0.7%20,0950.8%Real EstatePAYXPaychex$2,605,812$25,905 ▼-1.0%26,4550.8%IndustrialsPNCThe PNC Financial Services Group$2,594,637$5,334 ▼-0.2%11,6740.8%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$2,589,155$120,928 ▲4.9%37,3830.8%ETFFEFirstEnergy$2,486,052$37,090 ▲1.5%57,3750.8%UtilitiesCMECME Group$2,465,348$263,826 ▲12.0%9,4100.8%FinanceSPLBSPDR Portfolio Long Term Corporate Bond ETF$2,465,076$382,878 ▲18.4%120,9560.8%ETFGLDSPDR Gold Shares$2,463,654$154,621 ▼-5.9%6,4690.8%ETFRFRegions Financial$2,451,421$1,058,047 ▲75.9%91,1990.8%FinancePEPPepsiCo$2,380,886$374,956 ▲18.7%18,7890.7%Consumer StaplesAMTAmerican Tower$2,276,709$9,821 ▼-0.4%13,9090.7%Real EstateBTIBritish American Tobacco$2,271,831$59,350 ▲2.7%41,7620.7%Consumer StaplesNGGNational Grid Transco$2,238,234$265,980 ▲13.5%29,5200.7%UtilitiesAMCOR PLC$2,206,479$165,305 ▲8.1%52,7110.7%COM NEWIVEiShares S&P 500 Value ETF$2,155,388$51,591 ▲2.5%9,4420.7%ETFWECWEC Energy Group$2,030,592$41,924 ▲2.1%20,1490.6%UtilitiesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,023,650$137,617 ▲7.3%32,1010.6%ETFQQQInvesco QQQ$1,950,036$1,846,468 ▲1,782.9%2,6360.6%ETFPPLPPL$1,916,106$445,364 ▲30.3%58,2580.6%UtilitiesLLYEli Lilly and Company$1,909,996$45,118 ▼-2.3%1,6510.6%HealthcareUNILEVER PLC$1,835,286$246,021 ▲15.5%30,2200.6%SPON ADR NEWMDLZMondelez International$1,834,068$675,691 ▲58.3%31,7200.6%Consumer StaplesBLACKROCK ETF TRUST$1,794,265$846,297 ▲89.3%49,3610.6%ISHA IN CTRY ETFVPLVanguard FTSE Pacific ETF$1,753,248$1,753,248 ▲New Holding15,1390.5%ETFKIMBERLY-CLARK CORP$1,676,510$581,960 ▲53.2%17,2070.5%COMGWXSPDR S&P International Small Cap ETF$1,671,016$14,172 ▲0.9%36,6690.5%ETFAPHAmphenol$1,634,490$807,593 ▲97.7%19,3890.5%TechnologyJPMJPMorgan Chase & Co.$1,610,715$79,064 ▼-4.7%4,8690.5%FinanceDUKDuke Energy$1,563,502$18,127 ▲1.2%13,7140.5%UtilitiesMOAltria Group$1,544,798$10,236 ▲0.7%22,9400.5%Consumer StaplesTRPTC Energy$1,538,592$228,582 ▼-12.9%26,6280.5%EnergyJNJJohnson & Johnson$1,489,875$502,449 ▲50.9%5,6280.5%HealthcareMUMicron Technology$1,460,429$885,205 ▲153.9%1,3710.5%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,454,468$497,592 ▼-25.5%17,9210.5%ETFNOWServiceNow$1,412,939$143,116 ▲11.3%10,5440.4%TechnologyVVisa$1,406,963$58,204 ▲4.3%3,9160.4%FinanceEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,383,380$57,639 ▲4.3%67,1540.4%ETFIUSBiShares Core Total USD Bond Market ETF$1,345,473$297,074 ▲28.3%30,5170.4%ETFPHParker-Hannifin$1,342,181$39,167 ▼-2.8%1,4050.4%IndustrialsCSCOCisco Systems$1,338,232$67,052 ▼-4.8%12,4340.4%TechnologyKIMKimco Realty$1,334,346$38,223 ▲2.9%60,0790.4%Real EstateAMDAdvanced Micro Devices$1,334,249$535,902 ▲67.1%2,1810.4%TechnologyBLACKROCK ETF TRUST$1,313,453$396,577 ▲43.3%26,8270.4%ISHA LA CORE ETFTSLATesla$1,311,516$55,711 ▲4.4%3,6960.4%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$1,217,331$1,217,331 ▲New Holding16,0980.4%ETFEXXONMOBIL HOLDINGS CORP$1,196,745$1,196,745 ▲New Holding7,3530.4%COM SHSPRINCIPAL FINANCIAL GROUP IN$1,186,868$25,974 ▼-2.1%10,6010.4%COMEFGiShares MSCI EAFE Growth ETF$1,146,196$97,543 ▼-7.8%9,5650.4%ETFSNOWSnowflake$1,099,156$142,615 ▼-11.5%3,2370.3%TechnologyJNKSPDR Bloomberg High Yield Bond ETF$1,091,915$3,755,156 ▼-77.5%11,7730.3%ETFBLACKROCK ETF TRUST$1,042,485$58,988 ▼-5.4%22,0910.3%ISHA I IN TE ETFPGProcter & Gamble$1,039,396$22,810 ▲2.2%7,1540.3%Consumer StaplesDELLDell Technologies$1,033,023$431,502 ▼-29.5%1,9200.3%TechnologyBANK OF NY MELLON CORP$1,022,888$31,097 ▼-3.0%7,0720.3%COMLAM RESEARCH CORP$1,022,423$321,314 ▼-23.9%3,1120.3%COM NEWHSYHershey$1,005,209$274,549 ▲37.6%6,3780.3%Consumer StaplesWALMART INC$998,848$2,494 ▲0.3%9,6120.3%COMSOSouthern$970,569$6,383 ▼-0.7%11,7090.3%UtilitiesTFCTruist Financial$962,172$46 ▼0.0%20,7810.3%FinanceSTERLING CAP FDS$956,624$26,167 ▲2.8%38,6050.3%CAP HEDGED EQT PMUBiShares National Muni Bond ETF$952,557$605,483 ▲174.5%9,4220.3%ETFIEFAiShares Core MSCI EAFE ETF$898,360$34,586 ▲4.0%9,2730.3%ETFWFCWells Fargo & Company$879,299$95,903 ▼-9.8%10,9840.3%FinanceONEOK INC NEW$876,308$876,308 ▲New Holding10,2770.3%COMVUGVanguard Growth ETF$873,980$2,974 ▲0.3%9,6990.3%ETFSPLGSPDR Portfolio S&P 500 ETF$869,848$193,878 ▲28.7%9,6910.3%ETFSTERLING CAP FDS$848,127$101,343 ▲13.6%34,7310.3%CAPITAL MULTIXELXcel Energy$823,123$14,801 ▲1.8%11,6790.3%UtilitiesBTHMBlackRock Future U.S. Themes ETF$810,171$72,085 ▲9.8%18,4210.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.