account_balance
Investment manager · 13F filer · SEC CIK 2080218
Caldwell Trust Co
Reported value$1.26Bas of Sep 30, 2026
Positions813 33 new, 31 sold out
Top 10 weight32.4%AAPL alone is 7%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.5%
NVDANVIDIA Corp
5.6%
SPYSPDR S&P 500 ETF Trust
3.7%
GOOGLAlphabet Inc.
3.2%
MSFTMicrosoft Corp
3.1%
AMZNAmazon.com Inc
2.6%
LLYELI Lilly & Co
2.0%Added +3%
IVViShares Tr
2.0%Added +5%
VOOVanguard Index FDS
1.8%
JPMJPMorgan Chase & Co
1.7%
RSPInvesco Exchange Traded Fd T
1.4%Added +4%
VTIVanguard Index FDS
1.3%
AAPLApple Inc.
6.5%
NVDANVIDIA Corp
5.6%
SPYSPDR S&P 500 ETF Trust
3.7%
GOOGLAlphabet Inc.
3.2%
MSFTMicrosoft Corp
3.1%
AMZNAmazon.com Inc
2.6%
LLYELI Lilly & Co
2.0%
IVViShares Tr
2.0%
VOO1.8%
JPM1.7%RSP1.4%
VTI1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.5% HeldNVDA NVIDIA Corp 5.6% HeldSPY SPDR S&P 500 ETF Trust 3.7% HeldGOOGL Alphabet Inc. 3.2% HeldMSFT Microsoft Corp 3.1% HeldAMZN Amazon.com Inc 2.6% HeldLLY ELI Lilly & Co 2.0% Added +3%
IVV iShares Tr 2.0% Added +5%
VOO Vanguard Index FDS 1.8% Held
JPM JPMorgan Chase & Co 1.7% HeldRSP Invesco Exchange Traded Fd T 1.4% Added +4%
VTI Vanguard Index FDS 1.3% Held
What changed
Biggest moves since Jun 30, 2026
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