account_balance
Investment manager · 13F filer · SEC CIK 2106968
Adelphi Trust Co
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Reported value$152Mas of Sep 30, 2026
Positions113 6 new, 7 sold out
Top 10 weight44.6%VO alone is 7%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOVanguard Index FDS
7.1%
MSFTMicrosoft Corp
6.0%Trimmed −6%
AAPLApple Inc.
5.1%Trimmed −14%
NVDANVIDIA Corp
5.0%Trimmed −5%
IEFAiShares Tr
4.8%Added +7%
VEAVanguard Tax-Managed FDS
4.6%Added +4%
AVEMAmerican Centy ETF Tr
3.1%Added +8%
GOOGLAlphabet Inc.
3.1%Trimmed −11%
DFASDimensional ETF Trust
3.0%Added +2%
AMZNAmazon.com Inc
2.7%Trimmed −10%
JPMJPMorgan Chase & Co
2.2%
AVGOBroadcom Inc.
1.9%Trimmed −9%
VOVanguard Index FDS
7.1%
MSFTMicrosoft Corp
6.0%Trimmed −6%
AAPLApple Inc.
5.1%Trimmed −14%
NVDANVIDIA Corp
5.0%Trimmed −5%
IEFAiShares Tr
4.8%Added +7%
VEAVanguard Tax-Managed FDS
4.6%+4%
AVEM3.1%
GOOGLAlphabet Inc.
3.1%
DFASDimensional ETF Trust
3.0%
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
VO Vanguard Index FDS 7.1% Held
MSFT Microsoft Corp 6.0% Trimmed −6%AAPL Apple Inc. 5.1% Trimmed −14%NVDA NVIDIA Corp 5.0% Trimmed −5%IEFA iShares Tr 4.8% Added +7%
VEA Vanguard Tax-Managed FDS 4.6% Added +4%
AVEM American Centy ETF Tr 3.1% Added +8%
GOOGL Alphabet Inc. 3.1% Trimmed −11%DFAS Dimensional ETF Trust 3.0% Added +2%
AMZN Amazon.com Inc 2.7% Trimmed −10%JPM JPMorgan Chase & Co 2.2% HeldAVGO Broadcom Inc. 1.9% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
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