§ 13F · FUND PROFILE
Essex Financial Services, Inc..
AUM · $2.0B (13F)Positions · 836Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 320K | $93M | 4.6% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 97K | $71M | 3.5% | −2% |
| 3 | VOOG | VANGUARD ADMIRAL FDS INC | 535K | $44M | 2.2% | +497% |
| 4 | MSFT | MICROSOFT CORP | 106K | $40M | 2.0% | +1% |
| 5 | GOOGL | ALPHABET INC | 110K | $39M | 2.0% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 179K | $36M | 1.8% | −3% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 47K | $35M | 1.7% | −1% |
| 8 | IVV | ISHARES TR | 41K | $31M | 1.5% | +5% |
| 9 | GLD | SPDR GOLD TR | 78K | $29M | 1.4% | −1% |
| 10 | VYM | VANGUARD WHITEHALL FDS | 173K | $27M | 1.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESSEX SIGNAL
AC read
Essex Financial Services, Inc. is a Other fund managing $2.0 billion in assets. The fund runs a broad portfolio of 836 positions.
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