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Filers›Family Office›Essex Financial Services, Inc.
DOSSIER · 13F-HR · Q1 2026

Essex Financial Services, Inc.

Essex Financial Services's family office based in Greenwich, CT — $1.8B in tracked AUM across 794 positions as of Q1 2026.

EF
Essex Financial Services·Greenwich, CT·Family Office
CIK 0001315785 · last filed Mar 31, 2026
Total AUM
$1.8B
▼ 3.1%
vs prior
Holdings
794
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Essex Financial Services, Inc. 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
$82M324K4.6%
02
QQQ
INVESCO QQQ TR
$57M99K3.2%
03
MSFT
MICROSOFT CORP
$39M105K2.2%
04
VOOG
VANGUARD ADMIRAL FDS INC
$37M90K2.0%
05
GLD
SPDR GOLD TR
$34M80K1.9%
06
NVDA
NVIDIA CORPORATION
$32M185K1.8%
07
GOOGL
ALPHABET INC
$32M112K1.8%
08
SPY
STATE STR SPDR S&P 500 ETF T
$31M47K1.7%
09
IVV
ISHARES TR
$26M39K1.4%
10
VYM
VANGUARD WHITEHALL FDS
$25M172K1.4%

Filing history

Filing history loading…
AI Agent · grounded in Essex
haiku-4-5 · 794 positions indexed
Sector mix
  • Tech17%
  • Financials19%
  • Health Care11%
  • Communications4%
  • Energy8%
  • Other41%
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