Institutional Fund
Florida Trust Wealth Management Co
Sanibel, FLCIK 16510235 filings on record
Portfolio Value
$3.57B
Q1 2026
Holdings
436
Reported positions
New Buys
37
Opened this quarter
QoQ Change
-1.3%
from $3.62B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.6%
- Alphabet Inc4.6%
- Microsoft Corp3.8%
- Vanguard Whitehall Fds3.3%
- Johnson & Johnson2.6%
- Home Depot Inc2.3%
- Other78.9%
Portfolio Holdings
436 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 649.1K | $164.73M | 4.6% | +1.2K | Added |
| 2 | Alphabet Inc | 572.1K | $164.12M | 4.6% | −10.5K | Reduced |
| 3 | Microsoft Corp | 367.4K | $136.00M | 3.8% | +4.9K | Added |
| 4 | Vanguard Whitehall Fds | 789.7K | $116.95M | 3.3% | −533 | Reduced |
| 5 | Johnson & Johnson | 372.7K | $91.10M | 2.6% | −469 | Reduced |
| 6 | Home Depot Inc | 248.8K | $81.84M | 2.3% | +488 | Added |
| 7 | Visa Inc | 256.6K | $77.54M | 2.2% | −1.4K | Reduced |
| 8 | Jpmorgan Chase & Co. | 258.0K | $75.90M | 2.1% | +5.3K | Added |
| 9 | Vanguard Index Fds | 159.6K | $69.70M | 2.0% | +2.6K | Added |
| 10 | Amazon Com Inc | 333.4K | $69.44M | 1.9% | +11.5K | Added |
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