Freestone Capital Holdings, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Jessica Rodriguez on November 9, 2026, lists the firm's investment positions as of the specified date.
The portfolio includes a diverse range of common stock holdings. Major positions include Apple Inc., with 466,786 shares; Amazon.com Inc., with 342,371 shares; and Alphabet Inc. Class A, with 258,608 shares. Other notable holdings include Microsoft (listed as International Business Machines in the filing), with 33,999 shares; NVIDIA (listed as Advanced Micro Devices), with 47,545 shares; and Berkshire Hathaway Inc. Class B, with 84,209 shares.
The filing also lists a variety of exchange-traded funds and other securities. Notable ETFs include the Invesco QQQ Trust (35,542 shares) and the iShares Bitcoin Trust ETF (69,895 shares). The portfolio also includes positions in various energy companies, such as Chevron Corporation (59,380 shares) and ExxonMobil Holdings Corp (180,274 shares).
