What does NORTHCAPE WEALTH MANAGEMENT, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

NORTHCAPE WEALTH MANAGEMENT, 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SPDR GOLD TR

$30M69K8.1%

JANUS DETROIT STR TR

$19M379K5.2%

BLACKROCK ETF TRUST II

$18M347K4.9%

ISHARES TR

$15M167K4.1%

ISHARES TR

$11M247K3.1%

APPLE INC

$10M39K2.7%

KINDER MORGAN INC DEL

$10M295K2.7%

HARBOR ETF TRUST

$10M317K2.7%

VANGUARD INDEX FDS

$7M25K1.9%

EXXON MOBIL CORP

$7M40K1.8%

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