StockDriftsStockDriftsTop 50 Florida Trust Wealth Management Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 4.86% | 552.8K | $195.3M | -3.37%(-19.30K) | $136.39(+156.98%) | 2026-06-30 | |
| AAPL | APPLE COMPUTER INC | 4.79% | 665.0K | $192.4M | +2.46%(+15.94K) | $184.96(+65.80%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 3.37% | 363.4K | $135.6M | -1.08%(-3.96K) | $347.24(+44.79%) | 2026-06-30 | |
| VYM | VANGUARD HIGH DIVDEND YIELD | 3.14% | 798.9K | $126.3M | +1.17%(+9.23K) | $109.09(+52.68%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.38% | 377.0K | $95.7M | +1.16%(+4.31K) | $157.30(+66.98%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEV | 2.33% | 161.4K | $93.8M | -6.68%(-11.55K) | $132.17(+252.60%) | 2026-06-30 | |
| HD | HOME DEPOT, INC. | 2.14% | 244.1K | $86.1M | -1.91%(-4.76K) | $325.44(+9.03%) | 2026-06-30 | |
| JPM | J.P. MORGAN CHASE & | 2.13% | 261.5K | $85.6M | +1.33%(+3.42K) | $167.27(+116.11%) | 2026-06-30 | |
| V | VISA INC | 2.13% | 249.0K | $85.4M | -2.95%(-7.57K) | $245.18(+47.41%) | 2026-06-30 | |
| AMZN | AMAZON.COM, INC | 2.11% | 355.6K | $84.8M | +6.66%(+22.21K) | $150.21(+83.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.32% |
Florida Trust Wealth Management Co reports $4.02B in US-listed equity holdings across 461 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (4.9%), AAPL (4.8%) and MSFT (3.4%). The top 20 holdings account for 45.26% of reported assets. Its disclosed equity book has returned +39.76% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Florida Trust Wealth Management Co, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Florida Trust Wealth Management Co’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1651023). View Florida Trust Wealth Management Co’s 13F filings on SEC