Q2 2026 13F · SEC CIK 1469219

YHB Investment Advisors, Inc.

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 314
Top holdings a year, 3 yrs: +17.3%
Assets under management: $2.3B

YHB Investment Advisors, Inc. is a wealth manager that reported 314 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Apple Inc (AAPL, 6.1%), Alphabet Inc (GOOGL, 3.3%), Microsoft Corp (MSFT, 3.1%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

YHB Investment Advisors, Inc. holdings largest 50 of 314 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

YHB Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.1%	5.9%	330,559	+1.6%	$95.7M
GOOGLAlphabet Inc	3.3%	3.1%	143,740	-5.2%	$51.4M
MSFTMicrosoft Corp	3.1%	3.9%	127,919	-13.8%	$47.7M
IJHIshares Tr	3.0%	2.8%	604,397	+6.1%	$46.6M
AMZNAmazon Com Inc Com	2.9%	3.2%	187,755	-13.1%	$44.7M
NVDANvidia Corporation Com	2.8%	2.6%	219,225	+3.5%	$43.9M
GOOGAlphabet Inc	2.8%	2.8%	122,759	-9.5%	$43.4M
LRCXLam Research Corp	2.7%	1.6%	96,662	-5.6%	$41.9M
COSTCostco Whsl Corp New	2.5%	3.0%	42,112	+1.2%	$39.4M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.5%	59,803	-18.9%	$29.9M
VVisa Inc Com Cl A	1.8%	1.7%	82,599	+2.4%	$28.3M
APHAmphenol Corp	1.6%	1.3%	141,366	+0.5%	$24.9M
TMOThermo Fisher Scientific Inc	1.6%	1.7%	48,988	+2.5%	$24.6M
IVVIshares Core S&p 500 ETF	1.5%	1.1%	30,863	+35.0%	$23.1M
TSMTaiwan Semiconductor Manufac	1.5%	1.1%	47,776	+5.6%	$22.8M
URIUnited Rentals Inc Com	1.4%	1.0%	19,420	-1.0%	$22.0M
SPYSpdr S&p 500 ETF Tr	1.4%	1.4%	29,237	-0.8%	$21.8M
JPSTJ P Morgan Exchange Traded Fd	1.3%	1.6%	411,749	-7.3%	$20.8M
IJRIshares Core S&p Small Cap ETF	1.3%	1.2%	136,354	-0.2%	$20.2M
SMLFIshares Tr	1.3%	1.0%	222,217	+17.1%	$19.8M
ECLEcolab Inc	1.3%	1.3%	70,154	+2.2%	$19.5M
JPMJpmorgan Chase & Co	1.2%	1.1%	55,809	+6.5%	$18.3M
DHRDanaher Corporation	1.1%	1.2%	91,504	+3.5%	$17.4M
PANWPalo Alto Networks Inc	1.1%	—	50,219	—	$17.1M
IWBIshares Russell 1000 ETF	1.1%	1.0%	40,621	-0.0%	$16.6M
AMGNAmgen Inc Com	1.1%	1.2%	45,813	-0.1%	$16.6M
SYKStryker Corporation	1.0%	1.1%	49,754	+3.9%	$15.7M
SCHGSchwab U.s. Large-Cap Growth ETF	1.0%	1.0%	443,638	-3.5%	$15.0M
IVWIshares	1.0%	0.9%	108,453	+0.1%	$14.9M
IEFAIshares Core Msci Eafe ETF	0.9%	1.0%	153,211	-0.6%	$14.8M
HDHome Depot Inc Com	0.9%	1.0%	41,743	+1.1%	$14.7M
TJXTjx Cos Inc New Com	0.8%	0.9%	81,421	-0.1%	$12.3M
WMTWalmart Inc	0.8%	0.9%	107,297	+8.2%	$12.2M
EQWLInvesco Exchange Traded Fd T	0.7%	0.6%	90,021	+14.6%	$11.6M
LLYLilly Eli & Co	0.7%	—	9,488	—	$11.4M
EAGLEagle Capital Select Equity ETF	0.7%	0.7%	347,395	+9.1%	$11.2M
CMICummins Inc	0.7%	0.6%	15,590	-2.5%	$11.1M
WWDWoodward Inc	0.7%	0.7%	25,480	-8.4%	$10.8M
FTNTFortinet Inc	0.7%	—	68,606	—	$10.5M
SCHDSchwab Strategic Tr	0.7%	0.7%	320,655	+2.7%	$10.2M
IEMGIshares	0.7%	0.6%	122,535	+2.1%	$10.2M
UNPUnion Pac Corp	0.6%	0.6%	36,951	+4.7%	$10.1M
ETNEaton Corp PLC	0.6%	—	23,468	—	$10.0M
NEENextera Energy Inc Com	0.6%	0.7%	110,729	+5.5%	$9.7M
ABBVAbbvie Inc	0.6%	0.6%	37,440	+1.3%	$9.4M
RTXRtx Corporation Com	0.6%	0.7%	48,845	-0.0%	$9.3M
ISRGIntuitive Surgical Inc	0.6%	0.7%	23,162	+3.4%	$9.2M
ORCLOracle Corp	0.6%	0.7%	62,632	-2.6%	$9.2M
SPDWSPDR Portfolio Developed World	0.6%	0.6%	181,509	+1.6%	$9.1M
JMSTJ P Morgan Exchange Traded F	0.5%	—	165,574	—	$8.4M

What YHB Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IVV Ishares Core S&p 500 ETF+35.0% shares
SMLF Ishares Tr+17.1% shares
EQWL Invesco Exchange Traded Fd T+14.6% shares
EAGL Eagle Capital Select Equity ETF+9.1% shares
WMT Walmart Inc+8.2% shares
JPM Jpmorgan Chase & Co+6.5% shares
IJH Ishares Tr+6.1% shares
TSM Taiwan Semiconductor Manufac+5.6% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-18.9% shares
MSFT Microsoft Corp-13.8% shares
AMZN Amazon Com Inc Com-13.1% shares
GOOG Alphabet Inc-9.5% shares
WWD Woodward Inc-8.4% shares
JPST J P Morgan Exchange Traded Fd-7.3% shares
LRCX Lam Research Corp-5.6% shares
GOOGL Alphabet Inc-5.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.2% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	314
Q1 2026	$1.4B	298
Q4 2025	$1.4B	296
Q3 2025	$1.4B	299
Q2 2025	$1.3B	299
Q1 2025	$1.2B	290
Q4 2024	$1.2B	277
Q3 2024	$1.2B	280
Q2 2024	$1.2B	276
Q1 2024	$1.1B	272
Q4 2023	$1.0B	263
Q3 2023	$1.1B	268

Questions about YHB Investment Advisors, Inc.'s portfolio

What stocks does YHB Investment Advisors, Inc. own?

YHB Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 314 positions worth $1.6B. The largest are Apple Inc (AAPL) at 6.1%, Alphabet Inc (GOOGL) at 3.3%, Microsoft Corp (MSFT) at 3.1%, Ishares Tr (IJH) at 3.0% and Amazon Com Inc Com (AMZN) at 2.9%.

What did YHB Investment Advisors, Inc. buy last quarter?

In Q2 2026, YHB Investment Advisors, Inc. added Ishares Core S&p 500 ETF (IVV) (+35.0% shares), Ishares Tr (SMLF) (+17.1% shares) and Invesco Exchange Traded Fd T (EQWL) (+14.6% shares), compared with its Q1 2026 filing.

What did YHB Investment Advisors, Inc. sell last quarter?

In Q2 2026, YHB Investment Advisors, Inc. cut from its top 50 Intuit (INTU), cut from its top 50 Goldman Sachs Group Inc (GS), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Pimco ETF Tr (MINT), Berkshire Hathaway Inc Del (BRK-B) (-18.9% shares), Microsoft Corp (MSFT) (-13.8% shares) and Amazon Com Inc Com (AMZN) (-13.1% shares), compared with its Q1 2026 filing.

How has YHB Investment Advisors, Inc.'s portfolio performed?

A portfolio copying YHB Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.2% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is YHB Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. YHB Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does YHB Investment Advisors, Inc. manage?

YHB Investment Advisors, Inc. reported $2.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.