Florida Trust Wealth Management Co
CIK 1651023
13F filing for Q2 2026・No. 1,064
- Holdings
- US$4.02B
- Quarter change
- +US$445.83M
- Entries
- 774
- Net bought (estimate)
- +US$35.79M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 10
- Cut 177
- Added 199
- Corporate actions 2
- Unchanged 50
Largest holdings
461 stocks worth US$4.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCEquities | Cut | 552,832 | US$195.33M | 4.86% |
| AAPLAppleEquities | Added | 665,009 | US$192.43M | 4.79% |
| MSFTMicrosoftEquities | Cut | 363,430 | US$135.57M | 3.37% |
| VANGUARD HIGH DIVDEND YIELDMutual Funds | Added | 798,906 | US$126.25M | 3.14% |
| JNJJOHNSON & JOHNSONEquities | Added | 376,999 | US$95.75M | 2.38% |
| AMDAMDEquities | Cut | 161,431 | US$93.78M | 2.33% |
| HDHOME DEPOT, INC.Equities | Cut | 244,076 | US$86.08M | 2.14% |
| JPMJ.P. MORGAN CHASE &Equities | Added | 261,453 | US$85.58M | 2.13% |
| VVISA INCEquities | Cut | 248,992 | US$85.43M | 2.13% |
| AMZNAmazonEquities | Added | 355,627 | US$84.76M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.