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

Colonial Trust Advisors

$1.3B in tracked AUM across 726 positions as of Q1 2026.

CT
CIK 0001567993 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
726
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Colonial Trust Advisors 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
$78M309K6.1%02
MSFT
MICROSOFT CORP COM
$56M151K4.3%03
IVV
ISHARES CORE S&P 500 ETF
$56M85K4.3%04
NVDA
NVIDIA CORPORATION COM
$41M233K3.2%05
GOOGL
ALPHABET INC CAP STK CL A
$38M134K3.0%06
JNJ
JOHNSON & JOHNSON COM
$33M135K2.6%07
LLY
LILLY ELI & CO COM
$33M36K2.6%08
JPM
JPMORGAN CHASE & CO COM
$32M110K2.5%09
AMZN
AMAZON COM INC COM
$30M145K2.3%10
V
VISA INC COM CL A
$23M78K1.8%

Filing history

2026Q1Mar 31
$1.3B▼ 3.2%
726 positionsView →2025Q4Dec 31
$1.3B▲ 2.4%
713 positionsView →2025Q3Sep 30
$1.3B▲ 7.3%
684 positionsView →2025Q2Jun 30
$1.2B▲ 7.7%
698 positionsLocked2025Q1Mar 31
$1.1B▼ 0.4%
675 positionsLocked2024Q4Dec 31
$1.1B▼ 2.4%
678 positionsLocked2024Q3Sep 30
$1.2B▲ 10.7%
751 positionsLocked2024Q2Jun 30
$1.0B▲ 3.3%
759 positionsLocked2024Q1Mar 31
$1.0B▲ 7.3%
1,022 positionsLocked2023Q4Dec 31
$943M▲ 8.0%
912 positionsLocked2023Q3Sep 30
$873M▼ 3.0%
920 positionsLocked2023Q2Jun 30
$900M▲ 5.7%
916 positionsLocked
Showing 12 of 51