Studio Investment Management LLC filed its 13F-HR report for the period ending September 30, 2026, disclosing ownership of 181 securities. The filing lists the firm's principal place of business as 1901 N. Clybourn Ave. Suite 202, Chicago, IL 60614. The compliance contact for the report is Lindsay Fields, located in Broomfield, CO.
The portfolio consists of a mix of individual equities and exchange-traded funds (ETFs). The top holdings by number of shares include the Vanguard Dividend Appreciation ETF, which accounts for 33,082,425 shares, and the Vanguard Total Stock Market ETF, with 3,125,652 shares. Other significant positions include the Vanguard Small-Cap Value ETF (12,506,554 shares), the Vanguard Short-Term Inflation-Protected ETF (93,211,753 shares), and the Vanguard Short-Term Treasury ETF (17,230,644 shares).
Among the individual company names listed in the filing are Apple Inc., Microsoft Corp., JPMorgan Chase & Co., Unitedhealth Group Inc., and Visa Inc. Class A. The report also includes positions in various sector-specific ETFs, such as the iShares MSCI EAFE ETF, the Schwab U.S. Large-Cap Growth ETF, and the SPDR Bloomberg Barclay's 3 to 12 Month TBill ETF.
