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

Caldwell Trust Co

$1.1B in tracked AUM across 858 positions as of Q1 2026.

CT
CIK 0002080218 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
858
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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