Appleton Partners Inc. ETF holdings
Boston, MA
Reported $495.8M in 113 ETFs in its Form 13F for June 30, 2026.
ETF value
$495.8M
ETFs held
113
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
30.4%
of $1.6B
Top 10 of 113 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $59.8M | 421,782 | +1,375 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $54.8M | 1,863,107 | +16,237 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $29.0M | 546,298 | +26,104 shares |
| SCHF | Schwab International Equity ETF | $24.7M | 891,546 | +25,444 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $22.8M | 449,897 | −5,166 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $22.0M | 265,013 | −1,995 shares |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | $21.1M | 461,827 | +15,617 shares |
| FLRN | State Street SPDR Bloomberg Investment Grade Floating Rate ETF | $15.6M | 506,531 | +58,325 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $15.1M | 418,124 | −21,010 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $15.0M | 266,226 | +7,435 shares |
103 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001055290. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Appleton Partners Inc. own?
Appleton Partners Inc. reported 113 ETF positions worth $495.8M in its Form 13F for June 30, 2026. The largest was GSLC, at $59.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.