13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Family Office›Exeter Financial, LLC
DOSSIER · 13F-HR · Q1 2026

Exeter Financial, LLC

Exeter Financial's family office based in Stamford, CT — $245M in tracked AUM across 98 positions as of Q1 2026.

EF
Exeter Financial·Stamford, CT·Family Office
CIK 0001752045 · last filed Mar 31, 2026
Total AUM
$245M
▲ 11.1%
vs prior
Holdings
98
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Exeter Financial, LLC 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
ICSH
ISHARES TR
$13M253K5.2%
02
FFA
FIRST TR ENHANCED EQUITY
$12M579K4.8%
03
BSV
VANGUARD BD INDEX FDS
$11M138K4.4%
04
AAPL
APPLE INC
$10M40K4.1%
05
MSFT
MICROSOFT CORP
$7M19K2.9%
06
CSCO
CISCO SYS INC
$6M83K2.6%
07
JNJ
JOHNSON & JOHNSON
$6M26K2.6%
08
GD
GENERAL DYNAMICS CORP
$6M18K2.6%
09
AFL
AFLAC INC
$6M57K2.6%
10
SCHD
SCHWAB STRATEGIC TR
$6M204K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Exeter
haiku-4-5 · 98 positions indexed
Sector mix
  • Tech22%
  • Financials10%
  • Health Care5%
  • Communications15%
  • Energy8%
  • Other40%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market