§ 13F · FUND PROFILE
Adelphi Trust Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 171Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$122.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 32K | $9.2T | 7.5% | NEW |
| 2 | MSFT | MICROSOFT CORP | 15K | $7.5T | 6.1% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 33K | $6.1T | 5.0% | NEW |
| 4 | AAPL | APPLE INC | 21K | $5.7T | 4.6% | NEW |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 78K | $4.9T | 4.0% | NEW |
| 6 | IEFA | ISHARES TR | 52K | $4.7T | 3.8% | NEW |
| 7 | GOOGL | ALPHABET INC | 14K | $4.5T | 3.7% | NEW |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 50K | $3.5T | 2.9% | NEW |
| 9 | AVEM | AMERICAN CENTY ETF TR | 39K | $3.0T | 2.5% | NEW |
| 10 | GOOG | ALPHABET INC | 10K | $3.0T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADELPHI SIGNAL
AC read
Adelphi Trust Co is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed