Florida Trust Wealth Management Co holds a diversified book of 461 stocks worth $4.0B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 5% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1651023/holdings"
Use Arkolith to show Florida Trust Wealth Management Co's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +39.4%, a 1.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Florida Trust Wealth Management Co's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
84% 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 Florida Trust Wealth Management Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| MORGAN STANLEY | 80 / 80 | $657.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $634.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $453.4B |
| NORTHERN TRUST CORP | 80 / 80 | $370.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $303.7B |
| Bank of New York Mellon Corp | 80 / 80 | $247.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $194.8B |
Ranked by how many of Florida Trust Wealth Management Co'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 | Alphabet Inc Equities | $195.3M | 552.8K | 4.9% | ▼−3.4% Reduced · −19K sh | |
| 2 | Apple Computer Inc Equities | $192.4M | 665.0K | 4.8% | ▲+2.5% Added · +16K sh | |
| 3 | Microsoft Corporation Equities | $135.6M | 363.4K | 3.4% | ▼−1.1% Reduced · −4K sh | |
| 4 | Vanguard High Divdend Yield Mutual Funds | $126.3M | 798.9K | 3.1% | ▲+1.2% Added · +9K sh | |
| 5 | Johnson & Johnson Equities | $95.7M | 377.0K | 2.4% | ▲+1.1% Added · +4K sh | |
| 6 | Advanced Micro Dev Equities | $93.8M | 161.4K | 2.3% | ▼−6.7% Reduced · −12K sh | |
| 7 | Home Depot, Inc. Equities | $86.1M | 244.1K | 2.1% | ▼−1.9% Reduced · −5K sh | |
| 8 | J.P. Morgan Chase & Equities | $85.6M | 261.5K | 2.1% | ▲+1.3% Added · +3K sh | |
| 9 | Visa Inc Equities | $85.4M | 249.0K | 2.1% | ▼−2.9% Reduced · −8K sh | |
| 10 | Amazon.com, Inc Equities | $84.8M | 355.6K | 2.1% | ▲+6.7% Added · +22K sh | |
| 11 | Vanguard Growth Mutual Funds | $83.1M | 964.2K | 2.1% | ▲+504% Added · +805K sh | |
| 12 | Abbvie Inc Equities | $71.3M | 283.3K | 1.8% | ▲+3.5% Added · +10K sh | |
| 13 | Corning Inc Equities | $68.6M | 268.4K | 1.7% | ▼−9.9% Reduced · −29K sh | |
| 14 | Alphabet Inc CL A Equities | $65.5M | 183.4K | 1.6% | ▼−0.5% Reduced · −933 sh | |
| 15 | Merck & Co Inc Newcom Equities | $63.8M | 496.7K | 1.6% | ▼−1.3% Reduced · −6K sh | |
| 16 | Vanguard Intermediate Term Corp Mutual Funds | $60.8M | 735.1K | 1.5% | ▲+21% Added · +128K sh | |
| 17 | Micron Technology Equities | $60.2M | 52.2K | 1.5% | ▼−0.8% Reduced · −428 sh | |
| 18 | Nvidia Corp Equities | $59.5M | 297.1K | 1.5% | ▲+3.3% Added · +9K sh | |
| 19 | Berkshire Hathaway Inc Delcl B Equities | $54.7M | 109.3K | 1.4% | ▼−2.7% Reduced · −3K sh | |
| 20 | Costco WHSL Corp New Equities | $50.7M | 54.2K | 1.3% | ▲+1.6% Added · +835 sh | |
| 21 | Brookfield Ord SHS Class A Equities | $49.5M | 1.16M | 1.2% | ▼−1.5% Reduced · −18K sh | |
| 22 | Lilly Eli & Co. Equities | $47.8M | 39.8K | 1.2% | ▲+9.2% Added · +3K sh | |
| 23 | ASML Holding NV Equities | $45.1M | 22.7K | 1.1% | ▼−0.8% Reduced · −184 sh | |
| 24 | Broadcom Inc Equities | $44.5M | 117.8K | 1.1% | ▲+5.0% Added · +6K sh | |
| 25 | Cummins Inc Equities | $42.8M | 60.0K | 1.1% | ▼−0.4% Reduced · −250 sh | |
| 26 | Vanguard Dividend Appreciation Mutual Funds | $42.1M | 177.9K | 1.0% | ▲+0.4% Added · +736 sh | |
| 27 | Caterpillar Inc Equities | $41.9M | 39.4K | 1.0% | ▲+0.5% Added · +206 sh | |
| 28 | Mastercard Inc Equities | $40.9M | 79.6K | 1.0% | ▼−5.1% Reduced · −4K sh | |
| 29 | Oracle Corp Equities | $38.6M | 263.1K | 1.0% | ▲+0.5% Added · +1K sh | |
| 30 | Ibm Corp. Equities | $37.3M | 132.6K | 0.9% | ▲+9.9% Added · +12K sh | |
| 31 | General Dynamics Equities | $36.1M | 102.0K | 0.9% | ▼−2.3% Reduced · −2K sh | |
| 32 | Enbridge Inc Equities | $34.6M | 637.4K | 0.9% | ▼−3.3% Reduced · −22K sh | |
| 33 | Chevron Corp Equities | $30.2M | 182.0K | 0.8% | ▲+2.6% Added · +5K sh | |
| 34 | TJX Cos Inc Equities | $29.6M | 195.2K | 0.7% | ▲+5.9% Added · +11K sh | |
| 35 | Exxon Mobil Corp Equities | $28.7M | 210.1K | 0.7% | ▼−0.5% Reduced · −1K sh | |
| 36 | Parker Hannifin Corp Equities | $27.2M | 27.8K | 0.7% | ▲+115% Added · +15K sh | |
| 37 | McKesson Corp Equities | $26.8M | 35.5K | 0.7% | ▼−1.5% Reduced · −557 sh | |
| 38 | Cbre Group, Inc. Equities | $26.5M | 196.9K | 0.7% | ▼−2.9% Reduced · −6K sh | |
| 39 | Meta Platforms Inc. CL A Equities | $26.4M | 46.9K | 0.7% | ▼−9.4% Reduced · −5K sh | |
| 40 | Goldman Sachs Group Equities | $26.3M | 26.0K | 0.7% | ▲+8.0% Added · +2K sh | |
| 41 | SPDR Port S&P 500 Growth Mutual Funds | $25.8M | 217.2K | 0.6% | ▲+8.9% Added · +18K sh | |
| 42 | Ishares Core US Aggregate Bond Mutual Funds | $25.0M | 253.1K | 0.6% | ▲+2.4% Added · +6K sh | |
| 43 | Amgen Inc Equities | $24.7M | 68.3K | 0.6% | ▼−3.8% Reduced · −3K sh | |
| 44 | Wal-Mart Stores Inc Equities | $24.6M | 217.4K | 0.6% | ▲+5.7% Added · +12K sh | |
| 45 | NextEra Energy Inccom Equities | $24.3M | 276.8K | 0.6% | ▲+5.0% Added · +13K sh | |
| 46 | RTX Corporation Equities | $23.4M | 123.5K | 0.6% | ▲+0.2% Added · +306 sh | |
| 47 | SPDR S&P 500 ETF Mutual Funds | $21.6M | 28.9K | 0.5% | ▼−2.4% Reduced · −711 sh | |
| 48 | Taiwan Semiconductor ADR Equities | $21.5M | 45.0K | 0.5% | ▲+7.6% Added · +3K sh | |
| 49 | Procter & Gamble Co Equities | $21.2M | 144.4K | 0.5% | ▼−1.4% Reduced · −2K sh | |
| 50 | Amphenol Corp New Equities | $20.4M | 115.8K | 0.5% | ▲+11% Added · +12K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 774 | $4.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 725 | $3.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 707 | $3.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 693 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 677 | $3.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 674 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 667 | $3.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 653 | $3.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 22, 2024 | 640 | $2.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 21, 2024 | 630 | $2.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 16, 2024 | 608 | $2.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.