YHB Investment Advisors, Inc.
CIK: 1469219SEC EDGAR →
Portfolio Value
$304.8B
Holdings
298
As of
Q1 2026
New Positions
298
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 569,512 | $38.5B | 12.62% |
| 2 | J P MORGAN EXCHANGE TRADED F | 444,095 | $22.5B | 7.37% |
| 3 | ISHARES TR | 189,835 | $14.3B | 4.70% |
| 4 | ISHARES TR | 154,107 | $14.0B | 4.58% |
| 5 | SCHWAB STRATEGIC TR | 459,831 | $13.4B | 4.39% |
| 6 | NEXTERA ENERGY INC | 104,995 | $9.8B | 3.20% |
| 7 | 2023 ETF SERIES TRUST | 318,518 | $9.7B | 3.18% |
| 8 | SCHWAB STRATEGIC TR | 312,198 | $9.6B | 3.14% |
| 9 | ISHARES INC | 120,029 | $8.4B | 2.75% |
| 10 | SPDR INDEX SHS FDS | 178,731 | $8.2B | 2.68% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $212.9B | 69.8% |
| Unknown | 14 | $17.3B | 5.7% |
| Communication Services | 10 | $13.3B | 4.4% |
| Technology | 30 | $12.1B | 4.0% |
| Industrials | 40 | $10.6B | 3.5% |
| Utilities | 4 | $10.1B | 3.3% |
| Consumer Defensive | 11 | $8.5B | 2.8% |
| Consumer Cyclical | 20 | $7.6B | 2.5% |
| Energy | 7 | $6.2B | 2.0% |
| Healthcare | 28 | $4.4B | 1.4% |
| Basic Materials | 7 | $1.9B | 0.6% |
| Real Estate | 3 | $7.8M | 0.0% |