§ 13F · FUND PROFILE
Florida Trust Wealth Management Co.
AUM · $3.5B (13F)Positions · 692Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 536K | $189M | 4.7% | −3% |
| 2 | AAPL | APPLE COMPUTER INC | 610K | $176M | 4.4% | +2% |
| 3 | MSFT | MICROSOFT CORPORATION | 347K | $129M | 3.2% | −1% |
| 4 | VYM | VANGUARD HIGH DIVDEND YIELD | 788K | $125M | 3.1% | +1% |
| 5 | JNJ | JOHNSON & JOHNSON | 365K | $93M | 2.3% | +1% |
| 6 | AMD | ADVANCED MICRO DEV | 155K | $90M | 2.2% | −7% |
| 7 | HD | HOME DEPOT, INC. | 239K | $84M | 2.1% | −2% |
| 8 | JPM | J.P. MORGAN CHASE & | 253K | $83M | 2.1% | +1% |
| 9 | VUG | VANGUARD GROWTH | 961K | $83M | 2.1% | +504% |
| 10 | V | VISA INC | 241K | $83M | 2.1% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FLORIDA SIGNAL
AC read
Florida Trust Wealth Management Co is a Other fund managing $3.5 billion in assets. The fund runs a broad portfolio of 692 positions.
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