YHB Investment Advisors, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, YHB Investment Advisors, Inc. opened 33 positions, added to 38, reduced 30, sold out of 23 and left 8 unchanged. The largest increase in value was EAGL (+$11,175,697); the largest decrease was EAGL (-$9,689,318).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2026-03-31 22,869; Shares 2026-06-30 30,863.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 569,512; Shares 2026-06-30 604,397.
- SMLF: Country of operation —; Class US SML CAP EQT; Shares 2026-03-31 189,835; Shares 2026-06-30 222,217.
- QQQM: Country of operation —; Class NASDAQ 100 ETF; Shares 2026-03-31 11,114; Shares 2026-06-30 19,750.
Two Form 13F-HR filings compared (SEC CIK 1469219): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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IVV
ISHARES TR | | CORE S&P500 ETF | 22,869 | 30,863 | +7,994 | $14,938,446 | $23,113,212 | +$8,174,766 |
|---|
IJH
ISHARES TR | | CORE S&P MCP ETF | 569,512 | 604,397 | +34,885 | $38,459,151 | $46,605,052 | +$8,145,901 |
|---|
SMLF
ISHARES TR | | US SML CAP EQT | 189,835 | 222,217 | +32,382 | $14,330,644 | $19,808,454 | +$5,477,810 |
|---|
QQQM
INVESCO EXCH TRADED FD TR II | | NASDAQ 100 ETF | 11,114 | 19,750 | +8,636 | $2,640,909 | $5,983,658 | +$3,342,749 |
|---|
EMGF
ISHARES INC | | EMNG MKTS EQT | 30,711 | 67,396 | +36,685 | $1,855,866 | $4,937,431 | +$3,081,565 |
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IVW
ISHARES TR | | S&P 500 GRWT ETF | 108,356 | 108,453 | +97 | $12,256,093 | $14,915,493 | +$2,659,400 |
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EQWL
INVESCO EXCHANGE TRADED FD T | | S&P 100 EQL WIGH | 78,526 | 90,021 | +11,495 | $9,049,336 | $11,614,509 | +$2,565,173 |
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JMST
J P MORGAN EXCHANGE TRADED F | | ULTRA SHT MUNCPL | 124,372 | 165,574 | +41,202 | $6,340,485 | $8,444,274 | +$2,103,789 |
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IEMG
ISHARES INC | | CORE MSCI EMKT | 120,029 | 122,535 | +2,506 | $8,372,023 | $10,150,799 | +$1,778,776 |
|---|
INTF
ISHARES TR | | INTL EQTY FACTOR | 90,515 | 129,073 | +38,558 | $3,526,464 | $5,286,830 | +$1,760,366 |
|---|
SCHX
SCHWAB STRATEGIC TR | | US LRG CAP ETF | 215,514 | 229,347 | +13,833 | $5,525,790 | $6,749,686 | +$1,223,896 |
|---|
JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 33,351 | 57,387 | +24,036 | $1,679,890 | $2,897,470 | +$1,217,580 |
|---|
IGIB
ISHARES TR | | ISHS 5-10YR INVT | 72,504 | 83,954 | +11,450 | $3,858,670 | $4,463,842 | +$605,172 |
|---|
IVE
ISHARES TR | | S&P 500 VAL ETF | 35,879 | 36,017 | +138 | $7,575,771 | $8,177,911 | +$602,140 |
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SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 312,198 | 320,655 | +8,457 | $9,578,235 | $10,167,975 | +$589,740 |
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NBSD
NEUBERGER BERMAN ETF TRUST | | SHORT DURATION I | 79,201 | 89,929 | +10,728 | $4,016,283 | $4,541,954 | +$525,671 |
|---|
SMMU
PIMCO ETF TR | | SHTRM MUN BD ACT | 57,687 | 67,612 | +9,925 | $2,910,309 | $3,414,406 | +$504,097 |
|---|
IUSG
ISHARES TR | | CORE S&P US GWT | 9,577 | 10,077 | +500 | $1,485,488 | $1,895,383 | +$409,895 |
|---|
MINT
PIMCO ETF TR | | ENHAN SHRT MA AC | 78,597 | 82,205 | +3,608 | $7,904,490 | $8,287,041 | +$382,551 |
|---|
QUAL
ISHARES TR | | MSCI USA QLT FCT | 10,808 | 10,933 | +125 | $2,073,082 | $2,399,028 | +$325,946 |
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NMZ
NUVEEN MUN HIGH INCOME OPPOR | | COM | 53,055 | 82,213 | +29,158 | $550,711 | $868,991 | +$318,280 |
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SUB
ISHARES TR | | SHRT NAT MUN ETF | 5,978 | 8,923 | +2,945 | $636,657 | $950,032 | +$313,375 |
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IJK
ISHARES TR | | S&P MC 400GR ETF | 13,742 | 13,822 | +80 | $1,382,720 | $1,624,085 | +$241,365 |
|---|
SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 24,905 | 25,901 | +996 | $771,059 | $954,970 | +$183,911 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 2,086 | 8,436 | +6,350 | $889,470 | $1,047,498 | +$158,028 |
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ICSH
ISHARES TR | | ULTRA SHORT DUR | 21,363 | 24,456 | +3,093 | $1,081,395 | $1,236,984 | +$155,589 |
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SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 21,017 | 21,136 | +119 | $611,174 | $763,644 | +$152,470 |
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VUG
VANGUARD INDEX FDS | | GROWTH ETF | 1,730 | 10,374 | +8,644 | $755,650 | $893,617 | +$137,967 |
|---|
IGSB
ISHARES TR | | ISHS 1-5YR INVS | 61,593 | 64,272 | +2,679 | $3,237,331 | $3,368,488 | +$131,157 |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 400 | 3,202 | +2,802 | $279,347 | $382,747 | +$103,400 |
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RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 3,547 | 3,650 | +103 | $680,740 | $776,611 | +$95,871 |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 21,987 | 23,029 | +1,042 | $544,172 | $637,912 | +$93,740 |
|---|
IWD
ISHARES TR | | RUS 1000 VAL ETF | 2,403 | 2,458 | +55 | $513,449 | $595,893 | +$82,444 |
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RSPN
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL IND | 4,981 | 5,481 | +500 | $286,806 | $350,757 | +$63,951 |
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VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 5,509 | 5,713 | +204 | $424,799 | $488,404 | +$63,605 |
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VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 6,586 | 6,636 | +50 | $584,141 | $639,897 | +$55,756 |
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VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,195 | 4,780 | +3,585 | $343,180 | $385,125 | +$41,945 |
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SCHE
SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 7,219 | 7,499 | +280 | $237,858 | $271,914 | +$34,056 |
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