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Filers›Family Office›Janney Montgomery Scott LLC
DOSSIER · 13F-HR · Q1 2026

Janney Montgomery Scott LLC

Janney Montgomery Scott's family office based in Greenwich, CT — $40M in tracked AUM across 2,740 positions as of Q1 2026.

JM
Janney Montgomery Scott·Greenwich, CT·Family Office
CIK 0001329948 · last filed Mar 31, 2026
Total AUM
$40M
▼ 3.9%
vs prior
Holdings
2,740
—
positions
Whale Score
31
31
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Janney Montgomery Scott 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
AAPL
APPLE INC
$1M4.8M3.0%
02
IVV
ISHS CORE SP 500 ETF
$922,9211.4M2.3%
03
MSFT
MICROSOFT CORP
$828,6202.2M2.1%
04
NVDA
NVIDIA CORP
$780,9064.5M1.9%
05
XLK
ST STR TECH SEL SPDR ETF
$628,3324.7M1.6%
06
AMZN
AMAZONCOM INC
$572,7362.7M1.4%
07
AVGO
BROADCOM INC
$549,2841.8M1.4%
08
JPM
JPMORGAN CHASE CO
$523,0751.8M1.3%
09
GOOGL
ALPHABET INC A
$511,7121.8M1.3%
10
QQQ
INV QQQ ETF
$490,998851K1.2%

Filing history

Filing history loading…
AI Agent · grounded in Janney
haiku-4-5 · 2,740 positions indexed
Sector mix
  • Tech15%
  • Financials11%
  • Health Care19%
  • Cons. Disc.46%
  • Communications4%
  • Energy6%
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