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

Trust Co of the South

Trust of the South's family office based in Greenwich, CT — $622M in tracked AUM across 146 positions as of Q1 2026.

TO
Trust of the South·Greenwich, CT·Family Office
CIK 0002008165 · last filed Mar 31, 2026
Total AUM
$622M
▼ 12.7%
vs prior
Holdings
146
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Trust Co of the South 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
DFAT
DIMENSIONAL U.S. TARGETED VALUE
$112M1.8M18.0%
02
DFUV
DIMENSIONAL U.S. MARKETWIDE VAL
$84M1.7M13.5%
03
DFAC
DIMENSIONAL U.S. CORE EQUITY 2
$51M1.3M8.1%
04
VOO
VANGUARD S&P 500
$43M72K6.9%
05
DFIC
DFA DIMENSIONAL INTL CORE EQUIT
$36M1.0M5.8%
06
VO
VANGUARD MID-CAP ETF
$25M88K4.1%
07
VUG
VANGUARD GROWTH ETF
$25M57K4.0%
08
AAPL
APPLE COMPUTER INC
$24M96K3.9%
09
DFSV
DFA U.S. SMALL CAP VALUE ETF
$16M445K2.5%
10
VB
VANGUARD SMALL-CAP ETF
$15M56K2.3%

Filing history

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