13F Insight
DOSSIER · 13F-HR · Q1 2026

APPLETON PARTNERS INC/MA

$1.4B in tracked AUM across 262 positions as of Q1 2026.

AP
CIK 0001055290 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
262
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

APPLETON PARTNERS INC/MA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$85M337K6.0%02
GSLC
GOLDMAN SACHS ETF TR ACTIVEBET
$53M420K3.7%03
SCHX
SCHWAB STRATEGIC TR US LRG CAP
$47M1.8M3.3%04
MSFT
MICROSOFT CORP COM
$44M119K3.1%05
GOOG
ALPHABET INC CAP STK CL C
$39M137K2.7%06
AMZN
AMAZON COM INC COM
$37M180K2.6%07
JPM
JPMORGAN CHASE & CO COM
$37M127K2.6%08
AVGO
BROADCOM INC COM
$37M119K2.6%09
GEV
GE VERNOVA INC COM
$37M42K2.6%10
MU
MICRON TECHNOLOGY INC COM
$35M103K2.4%

Filing history

2026Q1Mar 31
$1.4B▼ 5.6%
262 positionsView →2025Q4Dec 31
$1.5B▲ 1.9%
263 positionsView →2025Q3Sep 30
$1.5B▲ 5.4%
256 positionsView →2025Q2Jun 30
$1.4B▲ 9.2%
251 positionsLocked2025Q1Mar 31
$1.3B▼ 4.4%
243 positionsLocked2024Q4Dec 31
$1.4B▼ 0.5%
253 positionsLocked2024Q3Sep 30
$1.4B▲ 4.7%
255 positionsLocked2024Q2Jun 30
$1.3B▲ 0.8%
259 positionsLocked2024Q1Mar 31
$1.3B▲ 3.9%
273 positionsLocked2023Q4Dec 31
$1.2B▲ 10.2%
285 positionsLocked2023Q3Sep 30
$1.1B▼ 5.0%
289 positionsLocked2023Q2Jun 30
$1.2B▲ 5.4%
287 positionsLocked
Showing 12 of 53