13F filer

Florida Trust Wealth Management

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 1651023 SEC filings ↗
13F Value
$4.02B
Positions
461
Top Position
GOOG4.9%
Top 5
18.5%

Latest filing changes

vs Mar 31, 2026
1 PH Parker-Hannifin +114.6%+$14.5M
3 PWR Quanta Services +53.8%+$5.5M
4 AMZN Amazon +6.7%+$5.3M
5 AAPL Apple +2.5%+$4.6M
Holdings461
# Trend (4Q)
1 GOOG 4.9% $195.3M -3.4% 552.8K 4.6% Common Stock
2 AAPL 4.8% $192.4M +2.5% 665.0K 4.6% Common Stock
3 MSFT 3.4% $135.6M -1.1% 363.4K 3.8% Common Stock
4 VYM 3.1% $126.3M +1.2% 798.9K 3.3% ETF
5 JNJ 2.4% $95.7M +1.2% 377.0K 2.6% Common Stock
6 AMD 2.3% $93.8M -6.7% 161.4K 1.0% Common Stock
7 HD 2.1% $86.1M -1.9% 244.1K 2.3% Common Stock
8 JPM 2.1% $85.6M +1.3% 261.5K 2.1% Common Stock
9 V 2.1% $85.4M -2.9% 249.0K 2.2% Common Stock
10 AMZN 2.1% $84.8M +6.7% 355.6K 1.9% Common Stock
11 VUG 2.1% $83.1M — 964.2K 2.0% — ETF
12 ABBV 1.8% $71.3M +3.5% 283.3K 1.7% Common Stock
13 GLW 1.7% $68.6M -9.9% 268.4K 1.1% Common Stock
14 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 183,364 reported quantity $65,528,792 reported value
1.6% $65.5M -0.5% 183.4K 1.5% Common Stock
15 MRK 1.6% $63.8M -1.3% 496.7K 1.7% Common Stock
16 VCIT 1.5% $60.8M +21.1% 735.1K 1.4% ETF
17 MU 1.5% $60.2M -0.8% 52.2K 0.5% Common Stock
18 NVDA 1.5% $59.5M +3.3% 297.1K 1.4% Common Stock
19 BRK.B
Filing details
  • 084670702 Jun 30, 2026 109,320 reported quantity $54,702,635 reported value
1.4% $54.7M -2.7% 109.3K 1.5% Common Stock
20 COST 1.3% $50.7M +1.6% 54.2K 1.5% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing10
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.