13F Filings History of Florida Trust Wealth Management Co

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$3,621,030,215
Signature - Title
Jenna Fricke - Director of Compliance
Location
Sanibel, FL
Summary
This page shows a list of all the recent 13F filings made by Florida Trust Wealth Management Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Florida Trust Wealth Management Co reported 415 stock holdings with total value $3,621,030,215 as of Q4 2025. Top holdings included GOOG, AAPL, MSFT, VYM, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 415 $3,621,030,215 +$142,735,880 -$83,181,752 +$59,554,128 GOOG, AAPL, MSFT, VYM, V 13F-HR 20 Jan 2026, 16:06
Q3 2025 404 $3,511,892,893 +$81,374,776 -$56,669,559 +$24,705,217 MSFT, AAPL, GOOG, VYM, HD 13F-HR 29 Oct 2025, 11:07
Q2 2025 392 $3,252,649,291 +$89,850,869 -$80,963,273 +$8,887,596 MSFT, AAPL, GOOG, VYM, V 13F-HR 13 Aug 2025, 14:50
Q1 2025 390 $3,077,511,457 +$96,983,019 -$74,366,424 +$22,616,595 AAPL, MSFT, VYM, GOOG, V 13F-HR 15 Apr 2025, 10:31
Q4 2024 388 $3,128,809,530 +$96,914,867 -$97,397,295 -$482,428 AAPL, MSFT, GOOG, VYM, HD 13F-HR 15 Jan 2025, 13:39
Q3 2024 377 $3,124,456,965 +$84,736,908 -$78,042,419 +$6,694,489 MSFT, AAPL, GOOG, VYM, HD 13F-HR 08 Oct 2024, 11:53
Q2 2024 369 $2,923,633,892 +$86,250,058 -$74,228,934 +$12,021,124 MSFT, AAPL, GOOG, VYM, HD 13F-HR 22 Jul 2024, 10:58
Q1 2024 364 $2,936,752,616 +$68,192,725 -$59,254,472 +$8,938,253 MSFT, AAPL, GOOG, HD, VYM 13F-HR 21 May 2024, 10:41
Q4 2023 349 $2,713,223,441 $0 $0 $0 MSFT, AAPL, VYM, GOOG, HD 13F-HR 16 Feb 2024, 11:31