DOSSIER · 13F-HR · Q1 2026

Florida Trust Wealth Management Co

$3.6B in tracked AUM across 725 positions as of Q1 2026.

FT
CIK 0001651023 · last filed Mar 31, 2026
Total AUM
$3.6B
as of Q1 2026
Holdings
725
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Florida Trust Wealth Management Co 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 COMPUTER INC
$165M649K4.6%
02
GOOG
ALPHABET INC
$164M572K4.6%
03
MSFT
MICROSOFT CORPORATION
$136M367K3.8%
04
VYM
VANGUARD HIGH DIVDEND YIELD
$117M790K3.3%
05
JNJ
JOHNSON & JOHNSON
$91M373K2.6%
06
HD
HOME DEPOT, INC.
$82M249K2.3%
07
V
VISA INC
$78M257K2.2%
08
JPM
J.P. MORGAN CHASE &
$76M258K2.1%
09
VUG
VANGUARD GROWTH
$70M160K2.0%
10
AMZN
AMAZON.COM, INC
$69M333K1.9%

Filing history

2026Q1Mar 31
$3.6B 1.3%
725 positionsView →
2025Q4Dec 31
$3.6B 3.1%
707 positionsView →
2025Q3Sep 30
$3.5B 8.0%
693 positionsView →
2025Q2Jun 30
$3.3B 5.7%
677 positionsLocked
2025Q1Mar 31
$3.1B 1.6%
674 positionsLocked
2024Q4Dec 31
$3.1B 0.1%
667 positionsLocked
2024Q3Sep 30
$3.1B 6.9%
653 positionsLocked
2024Q2Jun 30
$2.9B 0.4%
640 positionsLocked
2024Q1Mar 31
$2.9B 8.2%
630 positionsLocked
2023Q4Dec 31
$2.7B
608 positionsLocked