Essex Financial Services, Inc. holds a diversified book of 836 stocks worth $2.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Fulton Financial Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Essex Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $636.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $117.2B |
| LPL Financial LLC | 80 / 80 | $107.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $22.1B |
| CWM, LLC | 80 / 80 | $9.0B |
| Integrated Wealth Concepts LLC | 80 / 80 | $4.5B |
| IFP Advisors, Inc | 80 / 80 | $1.5B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $197.8B |
Ranked by how many of Essex Financial Services, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $92.7M | 320.4K | 4.6% | ▼−1.0% Reduced · −3K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $71.2M | 96.7K | 3.5% | ▼−2.5% Reduced · −2K sh | |
| 3 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $44.2M | 535.0K | 2.2% | ▲+497% Added · +445K sh | |
| 4 | Microsoft Corp COM | $39.7M | 106.4K | 2.0% | ▲+1.1% Added · +1K sh | |
| 5 | Alphabet Inc CAP STK CL A | $39.2M | 109.8K | 2.0% | ▼−1.8% Reduced · −2K sh | |
| 6 | Nvidia Corporation COM | $35.8M | 179.0K | 1.8% | ▼−3.0% Reduced · −6K sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $34.8M | 46.6K | 1.7% | ▼−1.4% Reduced · −675 sh | |
| 8 | Ishares TR CORE S&P500 ETF | $31.0M | 41.4K | 1.5% | ▲+4.9% Added · +2K sh | |
| 9 | SPDR Gold TR GOLD SHS | $28.9M | 78.4K | 1.4% | ▼−1.5% Reduced · −1K sh | |
| 10 | Vanguard Whitehall FDS HIGH DIV YLD | $27.3M | 172.5K | 1.4% | ▲+0.5% Added · +939 sh | |
| 11 | Eli Lilly & Co COM | $27.3M | 22.7K | 1.4% | ▼−2.1% Reduced · −501 sh | |
| 12 | Amazon Com Inc COM | $27.1M | 113.6K | 1.3% | ▲+1.4% Added · +2K sh | |
| 13 | Pimco ETF TR MULTISECTOR BD | $26.5M | 998.1K | 1.3% | ▲+5.0% Added · +48K sh | |
| 14 | Ishares TR CORE S&P TTL STK | $21.6M | 131.8K | 1.1% | ▼−0.4% Reduced · −489 sh | |
| 15 | JPMorgan Chase & Co COM | $20.8M | 63.4K | 1.0% | ▼−0.8% Reduced · −491 sh | |
| 16 | Texas Pacific Land Corporati COM | $20.7M | 47.4K | 1.0% | ▼−0.9% Reduced · −449 sh | |
| 17 | Exxon Mobil Corp COM | $19.0M | 139.1K | 0.9% | ▲+1.0% Added · +1K sh | |
| 18 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $19.0M | 375.7K | 0.9% | ▲+4.7% Added · +17K sh | |
| 19 | Vanguard Index FDS VALUE ETF | $18.5M | 84.9K | 0.9% | ▼−1.3% Reduced · −1K sh | |
| 20 | Invesco Exchange Traded FD T S&P500 EQL WGT | $18.0M | 84.4K | 0.9% | ▲+1.4% Added · +1K sh | |
| 21 | Alphabet Inc CAP STK CL C | $17.9M | 50.7K | 0.9% | ▼−1.4% Reduced · −715 sh | |
| 22 | Columbia ETF TR I RESH ENHNC COR | $17.0M | 391.8K | 0.8% | ▼−7.2% Reduced · −30K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $16.9M | 33.9K | 0.8% | ▲+2.3% Added · +763 sh | |
| 24 | Johnson & Johnson COM | $15.3M | 60.1K | 0.8% | ▼−1.7% Reduced · −1K sh | |
| 25 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $15.0M | 278.3K | 0.7% | ▲+0.9% Added · +2K sh | |
| 26 | Capital Group Dividend Value SHS CREAT UNIT | $13.7M | 277.9K | 0.7% | ▲+3.2% Added · +9K sh | |
| 27 | RTX Corporation COM | $13.5M | 71.2K | 0.7% | ▼−2.7% Reduced · −2K sh | |
| 28 | Capital Group Core Equity Et SHS CREAT UNIT | $13.5M | 302.9K | 0.7% | ▲+19% Added · +48K sh | |
| 29 | Compass Diversified SH BEN INT | $13.3M | 1.25M | 0.7% | ▼−0.2% Reduced · −2K sh | |
| 30 | Vanguard Index FDS TOTAL STK MKT | $13.2M | 35.7K | 0.7% | ▲+1.1% Added · +380 sh | |
| 31 | Caterpillar Inc COM | $13.2M | 12.4K | 0.7% | ▼−2.9% Reduced · −364 sh | |
| 32 | Pimco ETF TR ENHAN SHRT MA AC | $12.9M | 128.2K | 0.6% | ▼−1.0% Reduced · −1K sh | |
| 33 | Vanguard Specialized Funds DIV APP ETF | $12.9M | 54.4K | 0.6% | ▲+0.1% Added · +72 sh | |
| 34 | Proshares TR S&P 500 DV ARIST | $12.5M | 223.4K | 0.6% | ▲+96% Added · +109K sh | |
| 35 | Astera Labs Inc COM | $12.4M | 25.7K | 0.6% | ▼−5.5% Reduced · −1K sh | |
| 36 | Invesco Exchange Traded FD T S&P500 QUALITY | $12.3M | 136.6K | 0.6% | ▼−0.4% Reduced · −532 sh | |
| 37 | Sprott Asset Management LP PHYSICAL GOLD TR | $12.3M | 407.5K | 0.6% | ▲+0.6% Added · +2K sh | |
| 38 | Ge Aerospace COM NEW | $11.7M | 31.4K | 0.6% | ▲+12% Added · +3K sh | |
| 39 | Tesla Inc COM | $11.7M | 27.8K | 0.6% | ▼−0.2% Reduced · −54 sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.5M | 161.3K | 0.6% | ▲+3.9% Added · +6K sh | |
| 41 | Vanguard Index FDS GROWTH ETF | $11.4M | 132.9K | 0.6% | ▲+498% Added · +111K sh | |
| 42 | Ishares TR CORE DIV GRWTH | $10.8M | 142.9K | 0.5% | ▼−1.0% Reduced · −1K sh | |
| 43 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $10.6M | 226.4K | 0.5% | ▲+63% Added · +88K sh | |
| 44 | International Business Machs COM | $9.9M | 35.0K | 0.5% | ▲+4.1% Added · +1K sh | |
| 45 | T Rowe Price Exchange-Traded CAP APPRECIATION | $9.4M | 229.8K | 0.5% | ▲+2.0% Added · +5K sh | |
| 46 | Ge Vernova Inc COM | $9.4M | 8.0K | 0.5% | ▲+10% Added · +755 sh | |
| 47 | Vanguard Index FDS MID CAP ETF | $9.2M | 114.3K | 0.5% | ▲+302% Added · +86K sh | |
| 48 | Meta Platforms Inc CL A | $9.1M | 16.2K | 0.5% | ▲+1.4% Added · +221 sh | |
| 49 | Capital Group Core Balanced SHS | $9.1M | 239.6K | 0.5% | ▲+10% Added · +22K sh | |
| 50 | Abbvie Inc COM | $9.0M | 35.7K | 0.4% | ▼−4.7% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1315785/holdings"
Use Arkolith to show Essex Financial Services, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 836 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 794 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 784 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 748 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 688 | $1.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 631 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 630 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 624 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 612 | $1.3B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 544 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 510 | $967.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 472 | $863.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 474 | $879.5M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 496 | $949.9M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 475 | $943.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 455 | $839.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 478 | $898.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 21, 2022 | 501 | $1.0B | 13F-HR/A |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 495 | $1.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 462 | $874.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 30, 2021 | 465 | $690.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 350 | $557.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.