13F Insight
DOSSIER · 13F-HR · Q1 2026

PETTYJOHN, WOOD & WHITE, INC

PETTYJOHN, WOOD & WHITE's holding co. based in Stamford, CT — $628M in tracked AUM across 214 positions as of Q1 2026.

PW
PETTYJOHN, WOOD & WHITE·Stamford, CT·Holding Co.
CIK 0001128213 · last filed Mar 31, 2026
Total AUM
$628M
▲ 17.5%
vs prior
Holdings
214
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PETTYJOHN, WOOD & WHITE, INC 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
$34M132K5.3%
02
SPY
STATE STR SPDR S&P 500 ETF T
$31M48K4.9%
03
GOOGL
ALPHABET INC
$27M94K4.3%
04
MSFT
MICROSOFT CORP
$26M71K4.2%
05
WMT
WALMART INC
$20M159K3.1%
06
JPM
JPMORGAN CHASE & CO
$19M64K3.0%
07
XOM
EXXON MOBIL CORP
$18M107K2.9%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$16M32K2.5%
09
QQQ
INVESCO QQQ TR
$16M27K2.5%
10
JNJ
JOHNSON & JOHNSON
$14M58K2.3%

Filing history

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