Florida Trust Wealth Management Co
13F filer · CIK 0001651023Reported Jul 27, 2026
Net buyer this quarter
13F portfolio value$4.02BU.S. long equity reported on 13F
Positions35221 new · 10 closed
Net flow last quarter+$15.3MBuys minus sells
Top 10 positions weight29.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 27, 2026352 positions | |||||
| $195M | 4.86% | Not reported | -3.4% | Q4 2023 | |
| $192M | 4.79% | 0.00% | +2.5% | Q4 2023 | |
| $136M | 3.37% | 0.00% | -1.1% | Q4 2023 | |
| $126M | 3.14% | Not reported | +1.2% | Q4 2023 | |
| $95.7M | 2.38% | 0.02% | +1.2% | Q4 2023 | |
| $93.8M | 2.33% | 0.01% | -6.7% | Q4 2023 | |
| $86.1M | 2.14% | 0.02% | -1.9% | Q4 2023 | |
| $85.6M | 2.13% | 0.01% | +1.3% | Q4 2023 | |
| $85.4M | 2.13% | 0.01% | -3.0% | Q4 2023 | |
| $84.8M | 2.11% | 0.00% | +6.7% | Q4 2023 | |
| $71.3M | 1.77% | 0.02% | +3.5% | Q4 2023 | |
| $68.6M | 1.71% | 0.03% | -9.9% | Q4 2023 | |
| $65.5M | 1.63% | 0.00% | -0.5% | Q4 2023 | |
| $63.8M | 1.59% | 0.02% | -1.3% | Q4 2023 | |
| $60.2M | 1.50% | 0.00% | -0.8% | Q4 2023 | |
| $59.5M | 1.48% | 0.00% | +3.3% | Q4 2023 | |
| $54.7M | 1.36% | Not reported | -2.7% | Q4 2023 | |
| $50.7M | 1.26% | 0.01% | +1.6% | Q4 2023 | |
| $49.5M | 1.23% | Not reported | -1.5% | Q4 2023 | |
| $47.8M | 1.19% | 0.00% | +9.2% | Q4 2023 | |
| $45.1M | 1.12% | 0.01% | -0.8% | Q4 2023 | |
| $44.5M | 1.11% | 0.00% | +5.0% | Q4 2023 | |
| $42.8M | 1.07% | 0.04% | -0.4% | Q4 2023 | |
| $41.9M | 1.04% | 0.01% | +0.5% | Q4 2023 | |
| $40.9M | 1.02% | 0.01% | -5.2% | Q4 2023 | |
| $38.6M | 0.96% | 0.01% | +0.5% | Q4 2023 | |
| $37.3M | 0.93% | 0.01% | +10.0% | Q4 2023 | |
| $36.1M | 0.90% | 0.04% | -2.3% | Q4 2023 | |
| $34.6M | 0.86% | 0.03% | -3.3% | Q4 2023 | |
| $30.2M | 0.75% | 0.01% | +2.6% | Q4 2023 | |
| $29.6M | 0.74% | 0.02% | +5.9% | Q4 2023 | |
| $28.7M | 0.72% | 0.01% | -0.5% | Q4 2023 | |
| $27.2M | 0.68% | 0.02% | +114.6% | Q4 2023 | |
| $26.8M | 0.67% | 0.03% | -1.6% | Q4 2023 | |
| $26.5M | 0.66% | 0.07% | -2.9% | Q4 2023 | |
| $26.4M | 0.66% | Not reported | -9.4% | Q4 2023 | |
| $26.3M | 0.65% | 0.01% | +8.0% | Q4 2023 | |
| $24.7M | 0.62% | 0.01% | -3.8% | Q4 2023 | |
| $24.6M | 0.61% | 0.00% | +5.7% | Q4 2023 | |
| $24.3M | 0.60% | 0.01% | +5.0% | Q4 2023 | |
| $23.4M | 0.58% | 0.01% | +0.3% | Q4 2023 | |
| $21.6M | 0.54% | Not reported | -2.4% | Q4 2023 | |
| $21.5M | 0.53% | 0.00% | +7.6% | Q4 2023 | |
| $21.2M | 0.53% | 0.01% | -1.5% | Q4 2023 | |
| $20.4M | 0.51% | 0.01% | +11.4% | Q4 2023 | |
| $19.8M | 0.49% | 0.01% | -2.0% | Q4 2023 | |
| $19.5M | 0.48% | 0.02% | -0.4% | Q4 2023 | |
| $19.4M | 0.48% | 0.02% | +3.3% | Q4 2023 | |
| $19.4M | 0.48% | 0.01% | -1.6% | Q4 2023 | |
| $18.9M | 0.47% | 0.00% | +5.8% | Q4 2023 | |
| Q1 2026Reported May 15, 2026340 positions | |||||
| $165M | 4.61% | 0.00% | +0.2% | Q4 2023 | |
| $164M | 4.59% | Not reported | -1.8% | Q4 2023 | |
| $136M | 3.81% | 0.00% | +1.4% | Q4 2023 | |
| $117M | 3.27% | Not reported | -0.1% | Q4 2023 | |
| $91.1M | 2.55% | 0.02% | -0.1% | Q4 2023 | |
| $81.8M | 2.29% | 0.03% | +0.2% | Q4 2023 | |
| $77.5M | 2.17% | 0.01% | -0.6% | Q4 2023 | |
| $75.9M | 2.12% | 0.01% | +2.1% | Q4 2023 | |
| $69.4M | 1.94% | 0.00% | +3.6% | Q4 2023 | |
| $60.5M | 1.69% | 0.02% | -1.6% | Q4 2023 | |
| $59.5M | 1.67% | 0.02% | +1.2% | Q4 2023 | |
| $53.9M | 1.51% | Not reported | -1.6% | Q4 2023 | |
| $53.2M | 1.49% | 0.01% | +1.8% | Q4 2023 | |
| $53M | 1.48% | 0.00% | +0.2% | Q4 2023 | |
| $50.2M | 1.40% | 0.00% | +4.3% | Q4 2023 | |
| $47.8M | 1.34% | Not reported | +0.3% | Q4 2023 | |
| $41.9M | 1.17% | 0.01% | -1.5% | Q4 2023 | |
| $40.5M | 1.13% | 0.03% | +1.2% | Q4 2023 | |
| $38.5M | 1.08% | 0.01% | +2.6% | Q4 2023 | |
| $36.7M | 1.03% | 0.01% | +1.8% | Q4 2023 | |
| $35.8M | 1.00% | 0.01% | +21.7% | Q4 2023 | |
| $35.8M | 1.00% | 0.04% | -1.4% | Q4 2023 | |
| $35.7M | 1.00% | 0.03% | +0.5% | Q4 2023 | |
| $35.2M | 0.99% | 0.01% | +3.8% | Q4 2023 | |
| $34.7M | 0.97% | 0.00% | +7.0% | Q4 2023 | |
| $33.5M | 0.94% | 0.00% | +8.2% | Q4 2023 | |
| $33.4M | 0.94% | 0.03% | -8.9% | Q4 2023 | |
| $32.4M | 0.91% | 0.04% | -0.9% | Q4 2023 | |
| $31.2M | 0.87% | 0.03% | -0.8% | Q4 2023 | |
| $30.2M | 0.84% | 0.01% | +0.6% | Q4 2023 | |
| $29.6M | 0.83% | Not reported | +8.3% | Q4 2023 | |
| $29.4M | 0.82% | 0.02% | +2.6% | Q4 2023 | |
| $29.2M | 0.82% | 0.01% | +3.3% | Q4 2023 | |
| $27.8M | 0.78% | 0.01% | +3.3% | Q4 2023 | |
| $27.5M | 0.77% | 0.07% | -1.0% | Q4 2023 | |
| $26M | 0.73% | 0.02% | -1.3% | Q4 2023 | |
| $25.5M | 0.72% | 0.00% | +4.5% | Q4 2023 | |
| $25M | 0.70% | 0.01% | -1.8% | Q4 2023 | |
| $24.5M | 0.69% | 0.01% | +0.4% | Q4 2023 | |
| $23.8M | 0.67% | 0.01% | +1.1% | Q4 2023 | |
| $23.2M | 0.65% | 0.01% | +0.3% | Q4 2023 | |
| $21.4M | 0.60% | 0.01% | -11.2% | Q4 2023 | |
| $21.2M | 0.59% | 0.01% | -16.6% | Q4 2023 | |
| $20.4M | 0.57% | 0.01% | +8.9% | Q4 2023 | |
| $19.7M | 0.55% | 0.02% | -0.9% | Q4 2023 | |
| $19.6M | 0.55% | 0.02% | +3.2% | Q4 2023 | |
| $19.2M | 0.54% | Not reported | +3.5% | Q4 2023 | |
| $18.8M | 0.53% | 0.01% | -1.3% | Q4 2023 | |
| $17.9M | 0.50% | 0.01% | -4.1% | Q4 2023 | |
| $17.8M | 0.50% | 0.02% | -1.8% | Q4 2023 | |
| Q4 2025Reported Jan 20, 2026332 positions | |||||
| $183M | 5.05% | Not reported | -3.1% | Q4 2023 | |
| $176M | 4.86% | 0.00% | -2.3% | Q4 2023 | |
| $175M | 4.84% | 0.00% | -0.8% | Q4 2023 | |
| $113M | 3.13% | Not reported | -2.3% | Q4 2023 | |
| $90.5M | 2.50% | 0.01% | -1.3% | Q4 2023 | |
| $85.5M | 2.36% | 0.02% | +0.7% | Q4 2023 | |
| $81.4M | 2.25% | 0.01% | +0.8% | Q4 2023 | |
| $77.2M | 2.13% | 0.02% | -0.2% | Q4 2023 | |
| $74.3M | 2.05% | 0.00% | +0.4% | Q4 2023 | |
| $61.7M | 1.71% | 0.02% | +0.7% | Q4 2023 | |
| $57.6M | 1.59% | 0.00% | -5.3% | Q4 2023 | |
| $57.4M | 1.58% | Not reported | -1.0% | Q4 2023 | |
| $54M | 1.49% | Not reported | -0.6% | Q4 2023 | |
| $53.8M | 1.49% | 0.02% | -1.8% | Q4 2023 | |
| $51.5M | 1.42% | 0.00% | +1.8% | Q4 2023 | |
| $49.7M | 1.37% | 0.01% | +0.8% | Q4 2023 | |
| $49.7M | 1.37% | 0.03% | -9.2% | Q4 2023 | |
| $48.6M | 1.34% | 0.01% | -1.4% | Q4 2023 | |
| $45.2M | 1.25% | 0.01% | +2.5% | Q4 2023 | |
| $36.3M | 1.00% | 0.00% | +1.9% | Q4 2023 | |
| $36.2M | 1.00% | 0.00% | +11.8% | Q4 2023 | |
| $35.7M | 0.99% | 0.01% | -2.2% | Q4 2023 | |
| $35.6M | 0.98% | 0.04% | -1.5% | Q4 2023 | |
| $34.6M | 0.95% | 0.01% | -1.6% | Q4 2023 | |
| $34.2M | 0.95% | 0.01% | +4.4% | Q4 2023 | |
| $32.9M | 0.91% | 0.07% | -2.4% | Q4 2023 | |
| $31.6M | 0.87% | Not reported | +14.8% | Q4 2023 | |
| $31.4M | 0.87% | 0.03% | +0.7% | Q4 2023 | |
| $31M | 0.86% | 0.04% | -2.1% | Q4 2023 | |
| $29.8M | 0.82% | 0.03% | -1.9% | Q4 2023 | |
| $27.6M | 0.76% | 0.02% | +3.9% | Q4 2023 | |
| $26.5M | 0.73% | 0.01% | +1.3% | Q4 2023 | |
| $25.8M | 0.71% | 0.03% | -0.9% | Q4 2023 | |
| $25.2M | 0.70% | 0.01% | -4.6% | Q4 2023 | |
| $24.3M | 0.67% | 0.01% | -2.7% | Q4 2023 | |
| $23.7M | 0.65% | 0.01% | -1.7% | Q4 2023 | |
| $22.7M | 0.63% | 0.02% | -1.9% | Q4 2023 | |
| $22.3M | 0.62% | 0.01% | +0.8% | Q4 2023 | |
| $22M | 0.61% | 0.01% | -8.3% | Q4 2023 | |
| $21.9M | 0.61% | 0.00% | +7.0% | Q4 2023 | |
| $21.7M | 0.60% | 0.01% | +0.4% | Q4 2023 | |
| $21.3M | 0.59% | 0.01% | -3.0% | Q4 2023 | |
| $21.1M | 0.58% | 0.01% | +0.8% | Q4 2023 | |
| $20.9M | 0.58% | 0.00% | +19.0% | Q4 2023 | |
| $20.3M | 0.56% | 0.02% | +6.0% | Q4 2023 | |
| $19.5M | 0.54% | Not reported | +5.1% | Q4 2023 | |
| $19.4M | 0.54% | 0.01% | +6.5% | Q4 2023 | |
| $18.8M | 0.52% | 0.01% | -2.3% | Q4 2023 | |
| $18.5M | 0.51% | 0.01% | +1.3% | Q4 2023 | |
| $18.3M | 0.50% | 0.02% | -3.6% | Q4 2023 | |
| Q3 2025Reported Oct 29, 2025323 positions | |||||
| $189M | 5.39% | 0.00% | -2.2% | Q4 2023 | |
| $169M | 4.81% | 0.00% | +1.5% | Q4 2023 | |
| $146M | 4.17% | Not reported | -2.0% | Q4 2023 | |
| $114M | 3.25% | Not reported | -0.2% | Q4 2023 | |
| $100M | 2.85% | 0.02% | +0.2% | Q4 2023 | |
| $89.2M | 2.54% | 0.01% | -1.2% | Q4 2023 | |
| $79.1M | 2.25% | 0.01% | +0.4% | Q4 2023 | |
| $71.2M | 2.03% | 0.01% | -4.1% | Q4 2023 | |
| $70.4M | 2.01% | 0.00% | +0.5% | Q4 2023 | |
| $69.3M | 1.97% | 0.02% | -1.1% | Q4 2023 | |
| $62.1M | 1.77% | 0.02% | +0.4% | Q4 2023 | |
| $58M | 1.65% | Not reported | -0.8% | Q4 2023 | |
| $54.1M | 1.54% | Not reported | -1.6% | Q4 2023 | |
| $50.6M | 1.44% | 0.00% | +6.0% | Q4 2023 | |
| $50.3M | 1.43% | 0.03% | -7.8% | Q4 2023 | |
| $49.1M | 1.40% | 0.01% | -0.2% | Q4 2023 | |
| $47.3M | 1.35% | 0.01% | +4.7% | Q4 2023 | |
| $47.2M | 1.34% | 0.00% | -0.9% | Q4 2023 | |
| $43.7M | 1.24% | 0.02% | 0.0% | Q4 2023 | |
| $36.6M | 1.04% | 0.04% | -1.0% | Q4 2023 | |
| $33.9M | 0.97% | 0.00% | +6.7% | Q4 2023 | |
| $33.5M | 0.95% | 0.01% | +0.3% | Q4 2023 | |
| $33M | 0.94% | 0.07% | -0.4% | Q4 2023 | |
| $32.9M | 0.94% | 0.03% | +1.0% | Q4 2023 | |
| $30.6M | 0.87% | Not reported | +6.7% | Q4 2023 | |
| $29.3M | 0.84% | 0.01% | -2.0% | Q4 2023 | |
| $28.6M | 0.82% | 0.03% | +0.3% | Q4 2023 | |
| $28.3M | 0.81% | 0.01% | -0.6% | Q4 2023 | |
| $27.6M | 0.78% | 0.01% | -1.7% | Q4 2023 | |
| $26.7M | 0.76% | 0.01% | -0.1% | Q4 2023 | |
| $26.2M | 0.75% | 0.05% | -2.1% | Q4 2023 | |
| $25M | 0.71% | 0.02% | -0.5% | Q4 2023 | |
| $25M | 0.71% | 0.02% | +3.1% | Q4 2023 | |
| $24.4M | 0.69% | 0.03% | -2.9% | Q4 2023 | |
| $24.1M | 0.69% | 0.01% | -1.9% | Q4 2023 | |
| $23M | 0.66% | 0.00% | +9.4% | Q4 2023 | |
| $22.6M | 0.64% | 0.01% | +1.8% | Q4 2023 | |
| $21.5M | 0.61% | 0.01% | -2.1% | Q4 2023 | |
| $20.7M | 0.59% | 0.01% | -1.6% | Q4 2023 | |
| $20.2M | 0.58% | 0.01% | -0.8% | Q4 2023 | |
| $20.2M | 0.57% | 0.01% | +5.0% | Q4 2023 | |
| $20.1M | 0.57% | 0.02% | -3.4% | Q4 2023 | |
| $19.8M | 0.57% | 0.01% | -1.2% | Q4 2023 | |
| $19.7M | 0.56% | 0.01% | +0.6% | Q4 2023 | |
| $19.7M | 0.56% | 0.04% | -1.9% | Q4 2023 | |
| $19.6M | 0.56% | 0.02% | -0.9% | Q4 2023 | |
| $18.9M | 0.54% | 0.00% | +1.7% | Q4 2023 | |
| $18.8M | 0.54% | 0.01% | -0.9% | Q4 2023 | |
| $18.1M | 0.52% | Not reported | +2.9% | Q4 2023 | |
| $18M | 0.51% | 0.01% | -2.0% | Q4 2023 | |
Premium opens every quarter this fund has filed