Sumitomo Mitsui Financial Group, Inc.
Holdings as of Jun 30, 2026 · filed Aug 13, 2026
| # | Holding | Value | % Port. | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ares Management Corporation | $1487629209 | 28.22% | — | Held |
| 2 | State Str Spdr S&P 500 Etf T | $572939866 | 10.87% | +11256 | +1.49% |
| 3 | Jefferies Finl Group Inc | $321338263 | 6.10% | -2817744 | -30.47% |
| 4 | Invesco Qqq Tr | $290293298 | 5.51% | +204440 | +107.73% |
| 5 | Spdr Gold Tr | $227594374 | 4.32% | +27763 | +4.71% |
| 6 | Polestar Automotive Hldg Uk | $194208882 | 3.68% | — | Held |
| 7 | Ishares Tr | $132241140 | 2.51% | -17941 | -1.33% |
| 8 | Select Sector Spdr Tr | $124085484 | 2.35% | +2440000 | +205733.56% |
| 9 | Cme Group Inc | $104197697 | 1.98% | — | Held |
| 10 | Nvidia Corporation | $95131590 | 1.80% | +6934 | +1.48% |
| 11 | Ishares Tr | $93713489 | 1.78% | +24167 | +2.89% |
| 12 | Alphabet Inc | $90504419 | 1.72% | +707 | +0.28% |
| 13 | Broadcom Inc | $90476414 | 1.72% | +618 | +0.26% |
| 14 | Arista Networks Inc | $84230241 | 1.60% | +5520 | +1.13% |
| 15 | Ishares Tr | $82969287 | 1.57% | +22135 | +2.59% |
| 16 | Block Inc | $69108320 | 1.31% | +1390 | +0.15% |
| 17 | Ishares Tr | $62414426 | 1.18% | +3643 | +0.47% |
| 18 | Ishares Tr | $54484021 | 1.03% | -97 | -0.01% |
| 19 | Amazon Com Inc | $54123916 | 1.03% | +3948 | +1.77% |
| 20 | Spdr Series Trust | $51590084 | 0.98% | +93146 | +4.73% |
| 21 | Ge Aerospace | $48684312 | 0.92% | +6718 | +5.44% |
| 22 | Meta Platforms Inc | $48679522 | 0.92% | +6146 | +7.66% |
| 23 | Jpmorgan Chase & Co | $47781342 | 0.91% | +2720 | +1.90% |
| 24 | Microsoft Corp | $46981869 | 0.89% | -1035 | -0.82% |
| 25 | Amphenol Corp | $45689449 | 0.87% | +32577 | +14.38% |
| 26 | Ishares Tr | $44507010 | 0.84% | -878 | -0.19% |
| 27 | Ishares Tr | $39925405 | 0.76% | +9835 | +0.76% |
| 28 | Ww Grainger Inc | $33167912 | 0.63% | -316 | -1.28% |
| 29 | American Express Co | $32650934 | 0.62% | +611 | +0.64% |
| 30 | Vanguard World Fd | $30658673 | 0.58% | +227572 | +786.28% |
| 31 | D R Horton Inc | $30382658 | 0.58% | +9 | +0.00% |
| 32 | First Solar Inc | $30357670 | 0.58% | -1838 | -1.41% |
| 33 | Amgen Inc | $30244262 | 0.57% | +1474 | +1.80% |
| 34 | Coca Cola Co | $25416462 | 0.48% | +1447 | +0.46% |
| 35 | Ishares Tr | $25268085 | 0.48% | -3233 | -1.09% |
| 36 | Newmont Corp | $24839730 | 0.47% | +13788 | +5.47% |
| 37 | Blackrock Inc | $24253428 | 0.46% | +92 | +0.37% |
| 38 | Ishares Tr | $22609217 | 0.43% | -171656 | -82.95% |
| 39 | Boston Scientific Corp | $17606866 | 0.33% | +77768 | +23.23% |
| 40 | Invesco Exch Traded Fd Tr Ii | $17122122 | 0.32% | -21105 | -3.20% |
| 41 | Ishares Tr | $16438508 | 0.31% | -36718 | -19.77% |
| 42 | Intuit | $15938748 | 0.30% | +5506 | +9.91% |
| 43 | Ishares Tr | $15453770 | 0.29% | +7135 | +1.06% |
| 44 | Qualcomm Inc | $14675652 | 0.28% | +417 | +0.53% |
| 45 | Ishares Tr | $12087484 | 0.23% | -7842 | -6.22% |
| 46 | Vanguard Index Fds | $11364645 | 0.22% | -541 | -3.17% |
| 47 | Ishares Tr | $11258759 | 0.21% | +14709 | +12.02% |
| 48 | Costco Wholesale Corporation | $9801855 | 0.19% | -261 | -2.43% |
| 49 | Select Sector Spdr Tr | $9598323 | 0.18% | +991 | +0.87% |
| 50 | Ulta Beauty Inc | $9492227 | 0.18% | +397 | +1.92% |
| 51 | Cisco Sys Inc | $8489069 | 0.16% | +3746 | +5.47% |
| 52 | Vanguard Scottsdale Fds | $8337349 | 0.16% | -6375 | -5.70% |
| 53 | Ishares Tr | $7859372 | 0.15% | +4313 | +6.39% |
| 54 | Ishares Tr | $7642834 | 0.14% | -3684 | -3.19% |
| 55 | Select Sector Spdr Tr | $7606148 | 0.14% | -36222 | -17.76% |
| 56 | Texas Instrs Inc | $7478278 | 0.14% | -710 | -2.75% |
| 57 | Ishares Tr | $6862473 | 0.13% | -31398 | -31.53% |
| 58 | Vanguard Scottsdale Fds | $6362312 | 0.12% | -5378 | -5.98% |
| 59 | Ishares Tr | $6355657 | 0.12% | +3063 | +2.43% |
| 60 | Ralph Lauren Corp | $6300130 | 0.12% | +1851 | +13.37% |
| 61 | First Tr Exchange-Traded Fd | $5877448 | 0.11% | -553 | -0.84% |
| 62 | Celsius Hldgs Inc | $5856000 | 0.11% | — | Held |
| 63 | Ssga Active Tr | $5699864 | 0.11% | -28154 | -12.63% |
| 64 | Ishares Tr | $5187062 | 0.10% | -490 | -1.10% |
| 65 | Vanguard Scottsdale Fds | $4636169 | 0.09% | -3451 | -5.80% |
| 66 | Pfizer Inc | $4182479 | 0.08% | -9756 | -5.32% |
| 67 | Bank Of Ny Mellon Corp | $4167660 | 0.08% | +2495 | +9.48% |
| 68 | Home Depot Inc | $3883359 | 0.07% | -260 | -2.31% |
| 69 | Ishares Tr | $3764361 | 0.07% | -2339 | -5.33% |
| 70 | Spdr Series Trust | $3571360 | 0.07% | -127 | -0.54% |
| 71 | Pepsico Inc | $3495893 | 0.07% | +1492 | +6.13% |
| 72 | Procter & Gamble Co | $3457625 | 0.07% | -2542 | -9.73% |
| 73 | Schwab Strategic Tr | $3214411 | 0.06% | +27996 | +38.16% |
| 74 | Ishares Tr | $3208144 | 0.06% | -2938 | -4.93% |
| 75 | Ishares Tr | $2766530 | 0.05% | -1132 | -1.12% |
| 76 | Bristol-Myers Squibb Co | $2542137 | 0.05% | -2227 | -4.81% |
| 77 | First Tr Exchange-Traded Fd | $2529324 | 0.05% | +257 | +1.39% |
| 78 | Ishares Tr | $2421898 | 0.05% | +2185 | +9.53% |
| 79 | Vaneck Etf Trust | $2258596 | 0.04% | +1231 | +4.29% |
| 80 | Ishares Tr | $1772238 | 0.03% | +6863 | +23.66% |
| 81 | Omnicom Group Inc | $1732990 | 0.03% | -1556 | -6.14% |
| 82 | Vanguard Intl Equity Index F | $1647190 | 0.03% | +350 | +3.45% |
| 83 | At&T Inc | $1610812 | 0.03% | -6954 | -8.20% |
| 84 | Marvell Technology Inc | $1554092 | 0.03% | — | NEW BUY |
| 85 | Vanguard Index Fds | $1523883 | 0.03% | +796 | +5.30% |
| 86 | Ishares Inc | $1511333 | 0.03% | -182 | -0.99% |
| 87 | Snowflake Inc | $1501550 | 0.03% | — | NEW BUY |
| 88 | Spdr Series Trust | $1322812 | 0.03% | -1249 | -13.00% |
| 89 | Super Micro Computer Inc | $1280255 | 0.02% | — | NEW BUY |
| 90 | International Business Machs | $1265445 | 0.02% | +4305 | +2207.69% |
| 91 | Dell Technologies Inc | $1242605 | 0.02% | — | NEW BUY |
| 92 | Global X Fds | $1193137 | 0.02% | — | NEW BUY |
| 93 | Palo Alto Networks Inc | $1173791 | 0.02% | — | NEW BUY |
| 94 | Exchange Traded Concepts Tru | $1172600 | 0.02% | — | NEW BUY |
| 95 | Micron Technology Inc | $1154290 | 0.02% | -2443 | -70.96% |
| 96 | Vanguard World Fd | $1138032 | 0.02% | +390 | +11.42% |
| 97 | Vanguard World Fd | $1038722 | 0.02% | +149 | +6.03% |
| 98 | Verizon Communications Inc | $1025898 | 0.02% | -11977 | -33.08% |
| 99 | Select Sector Spdr Tr | $1024484 | 0.02% | -347 | -3.50% |
| 100 | Cadence Design System Inc | $964572 | 0.02% | — | NEW BUY |
| 101 | Deere & Co | $951495 | 0.02% | — | NEW BUY |
| 102 | Intel Corp | $886651 | 0.02% | — | NEW BUY |
| 103 | Sysco Corp | $880599 | 0.02% | -28 | -0.27% |
| 104 | Wisdomtree Tr | $877626 | 0.02% | -6004 | -17.99% |
| 105 | Ishares Tr | $875064 | 0.02% | -337 | -6.82% |
| 106 | Advanced Micro Devices Inc | $871365 | 0.02% | — | NEW BUY |
| 107 | Kimberly-Clark Corp | $745887 | 0.01% | -1056 | -13.45% |
| 108 | Ge Vernova Inc | $740162 | 0.01% | — | NEW BUY |
| 109 | Ishares Tr | $734766 | 0.01% | -126 | -2.61% |
| 110 | Lam Research Corp | $657795 | 0.01% | +1018 | +203.60% |
| 111 | Netflix Inc. | $648241 | 0.01% | +5519 | +155.03% |
| 112 | Select Sector Spdr Tr | $646455 | 0.01% | +6983 | +134.57% |
| 113 | Caterpillar Inc | $638940 | 0.01% | +500 | +500.00% |
| 114 | Global X Fds | $622668 | 0.01% | -772 | -6.80% |
| 115 | Sandisk Corp | $577527 | 0.01% | — | NEW BUY |
| 116 | Servicenow Inc | $461652 | 0.01% | — | NEW BUY |
| 117 | Ishares Tr | $450542 | 0.01% | +3611 | +21.45% |
| 118 | Crowdstrike Hldgs Inc | $449489 | 0.01% | -1751 | -74.83% |
| 119 | Ishares Tr | $426812 | 0.01% | -1489 | -9.93% |
| 120 | Mondelez Intl Inc | $421307 | 0.01% | +294 | +4.21% |
| 121 | Okta Inc | $409350 | 0.01% | — | NEW BUY |
| 122 | Vaneck Etf Trust | $396341 | 0.01% | -10 | -0.25% |
| 123 | Proshares Tr | $396240 | 0.01% | — | Held |
| 124 | Robinhood Mkts Inc | $391092 | 0.01% | — | NEW BUY |
| 125 | General Mills Inc | $367175 | 0.01% | -2436 | -18.76% |
| 126 | Ishares Tr | $362925 | 0.01% | — | Held |
| 127 | Salesforce Inc | $353268 | 0.01% | +1755 | +351.00% |
| 128 | Illinois Tool Wks Inc | $339710 | 0.01% | -133 | -9.58% |
| 129 | Ishares Inc | $296505 | 0.01% | — | Held |
| 130 | Merck & Co Inc | $295550 | 0.01% | +300 | +15.00% |
| 131 | Taiwan Semiconductor Manufac | $253112 | 0.00% | — | NEW BUY |
| 132 | Ishares Tr | $227011 | 0.00% | +507 | +32.46% |
| 133 | First Tr Exchange-Traded Fd | $221733 | 0.00% | -2260 | -38.46% |
| 134 | Coherent Corp | $209069 | 0.00% | — | NEW BUY |
| 135 | Pimco Etf Tr | $193641 | 0.00% | -100 | -4.55% |
| 136 | Ishares Tr | $168853 | 0.00% | -72 | -11.36% |
| 137 | Invesco Exch Traded Fd Tr Ii | $162383 | 0.00% | — | Held |
| 138 | Vaneck Etf Trust | $155405 | 0.00% | +3064 | +101.59% |
| 139 | Wisdomtree Tr | $150392 | 0.00% | — | Held |
| 140 | Lumentum Hldgs Inc | $128709 | 0.00% | — | NEW BUY |
| 141 | Vanguard World Fd | $124097 | 0.00% | — | Held |
| 142 | Apple Inc | $118348 | 0.00% | -1326 | -76.43% |
| 143 | Select Sector Spdr Tr | $114843 | 0.00% | +548 | +761.11% |
| 144 | Ishares Tr | $114209 | 0.00% | -1382 | -33.37% |
| 145 | Alphabet Inc | $109355 | 0.00% | -381 | -55.46% |
| 146 | Ishares Tr | $104112 | 0.00% | — | Held |
| 147 | Shopify Inc | $102762 | 0.00% | +573 | +175.23% |
| 148 | Corning Inc | $89401 | 0.00% | — | NEW BUY |
| 149 | Delta Air Lines Inc | $84294 | 0.00% | — | NEW BUY |
| 150 | Ishares Tr | $76478 | 0.00% | +5857 | +647.18% |
| 151 | Aflac Inc | $76447 | 0.00% | — | NEW BUY |
| 152 | Pimco Etf Tr | $67043 | 0.00% | — | Held |
| 153 | Visa Inc | $66559 | 0.00% | — | NEW BUY |
| 154 | Palantir Technologies Inc | $65219 | 0.00% | -555 | -49.82% |
| 155 | Morgan Stanley | $62712 | 0.00% | — | NEW BUY |
| 156 | Bank Of Amer Corp | $62678 | 0.00% | — | NEW BUY |
| 157 | Unitedhealth Group Inc | $62345 | 0.00% | — | NEW BUY |
| 158 | Cvs Health Corp | $62070 | 0.00% | — | NEW BUY |
| 159 | Nextera Energy Inc | $61439 | 0.00% | — | NEW BUY |
| 160 | Goldman Sachs Group Inc | $60682 | 0.00% | — | NEW BUY |
| 161 | Humana Inc | $59583 | 0.00% | — | NEW BUY |
| 162 | Ishares Tr | $56673 | 0.00% | — | Held |
| 163 | Tesla Inc | $50472 | 0.00% | — | NEW BUY |
| 164 | Select Sector Spdr Tr | $43799 | 0.00% | — | Held |
| 165 | Exchange Traded Concepts Tru | $41282 | 0.00% | +447 | +51.03% |
| 166 | Fidelity Covington Trust | $38468 | 0.00% | — | Held |
| 167 | Twilio Inc | $30950 | 0.00% | — | NEW BUY |
| 168 | Ishares Inc | $30443 | 0.00% | +357 | +557.81% |
| 169 | Zoom Communications Inc | $30122 | 0.00% | -919 | -72.48% |
| 170 | Ishares Inc | $29015 | 0.00% | +726 | +631.30% |
| 171 | Ishares Inc | $28130 | 0.00% | +145 | +127.19% |
| 172 | Global X Fds | $23589 | 0.00% | -70 | -4.48% |
| 173 | Global X Fds | $17376 | 0.00% | — | NEW BUY |
| 174 | Ishares Inc | $14930 | 0.00% | — | NEW BUY |
| 175 | Vertiv Holdings Co | $9375 | 0.00% | — | NEW BUY |
| 176 | Boeing Co | $7576 | 0.00% | -165 | -82.50% |
| 177 | Mcdonalds Corp | $4055 | 0.00% | — | Held |
| 178 | Oracle Corp | $2198 | 0.00% | -1807 | -99.18% |
| 179 | Eli Lilly & Co | $1199 | 0.00% | -7 | -87.50% |
| 180 | Uber Technologies Inc | $289 | 0.00% | -19596 | -99.98% |
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Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.