§ 13F · FUND PROFILE
Florida Trust Wealth Management Co.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3511.9T (13F)Positions · 693Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORPORATION | 351K | $182.0T | 5.2% | — |
| 2 | AAPL | APPLE COMPUTER INC | 633K | $161.2T | 4.6% | — |
| 3 | GOOG | ALPHABET INC | 584K | $142.2T | 4.0% | — |
| 4 | VYM | VANGUARD HIGH DIVDEND YIELD | 796K | $112.1T | 3.2% | — |
| 5 | HD | HOME DEPOT, INC. | 242K | $98.2T | 2.8% | — |
| 6 | V | VISA INC | 256K | $87.6T | 2.5% | — |
| 7 | JPM | J.P. MORGAN CHASE & | 245K | $77.4T | 2.2% | — |
| 8 | VUG | VANGUARD GROWTH | 156K | $75.0T | 2.1% | — |
| 9 | ORCL | ORACLE CORP | 244K | $68.6T | 2.0% | — |
| 10 | JNJ | JOHNSON & JOHNSON | 369K | $68.4T | 1.9% | — |
§ 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 $3511892.9 trillion in assets. The fund runs a broad portfolio of 693 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed