PETTYJOHN, WOOD & WHITE, INC
$628M in tracked AUM across 214 positions as of Q1 2026.
The most telling sells in Pettyjohn, Wood & White's Q1 2026 13F are not the tiny share trims on Alphabet — they are the full exits of Automatic Data Processing (~$3.4 million prior) and Truist Financial (~$3.1 million). Those two closings remove a classic payroll compounder and a large regional bank from a $628 million advisory book still anchored by Apple (5.3%), SPY (4.9%), Alphabet (4.3%), and Microsoft (4.2%). Ignore the near-identical QQQ and RTX 'sold'/'new' pairs — those read as CUSIP remaps, not fresh multi-percent bets. Real new capital shows up in Shell (~$3.4 million) and Merck (~$3.3 million). Net AUM edged down from about $638 million; activity is light relative to book size, with ETFs still the largest sector sleeve.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.