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

Colonial Trust Advisors

Colonial Trust's holding co. based in Greenwich, CT — $1.3B in tracked AUM across 726 positions as of Q1 2026.

CT
Colonial Trust·Greenwich, CT·Holding Co.
CIK 0001567993 · last filed Mar 31, 2026
Total AUM
$1.3B
▼ 4.7%
vs prior
Holdings
726
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

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