Top 50 Wilmington Savings Fund Society, FSB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.27% | 4.10M | $262.9M | -0.98%(-40.41K) | $44.05(+60.34%) | 2026-03-31 | |
| CMCSA | COMCAST CORP NEW | 5.45% | 7.96M | $228.5M | -0.56%(-45.13K) | $37.92(-34.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.59% | 759.3K | $192.7M | -1.87%(-14.49K) | $93.72(+218.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.41% | 273.2K | $101.1M | -3.80%(-10.78K) | $186.67(+117.07%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.41% | 154.7K | $101.0M | +2.02%(+3.06K) | $454.78(+63.98%) | 2026-03-31 | |
| IWY | ISHARES TR | 2.21% | 372.7K | $92.7M | -0.50%(-1.89K) | $133.92(+118.04%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.05% | 352.4K | $86.1M | -2.20%(-7.93K) | $121.73(+89.28%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 1.77% | 231.9K | $74.4M | -2.53%(-6.02K) | $227.47(+60.33%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.76% | 256.9K | $73.7M | -3.44%(-9.16K) | $84.67(+371.31%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.74% | 248.1K | $73.0M | -2.87%(-7.34K) | $110.62(+171.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.37% | +23.79% |
| Top 20 Holdings Unweighted | +7.42% | +23.94% |
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