Florida Trust Wealth Management Co
CIK 0001651023 · SANIBEL, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.02B
2026 Q2
Positions
461
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GOOG
ALPHABET INC
4.9%
AAPL
APPLE COMPUTER INC
4.8%
MSFT
MICROSOFT CORPORATION
3.4%
VYM
VANGUARD HIGH DIVDEND YIELD
3.1%
JNJ
JOHNSON & JOHNSON
2.4%
AMD
ADVANCED MICRO DEV
2.3%
HD
HOME DEPOT, INC.
2.1%
JPM
J.P. MORGAN CHASE &
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.