Florida Trust Wealth Management Co ETF holdings
Sanibel, FL
Reported $684.0M in 122 ETFs in its Form 13F for June 30, 2026.
ETF value
$684.0M
ETFs held
122
Change from prior quarter
+14.9%
With price moves
ETFs as a share of its 13F
17.0%
of $4.0B
Top 10 of 122 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VYM | Vanguard High Dividend Yield ETF | $126.3M | 798,906 | +9,230 shares |
| VUG | Vanguard Morningstar Growth ETF | $83.1M | 964,154 | +804,589 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $60.8M | 735,069 | +128,183 shares |
| VIG | Vanguard Dividend Appreciation ETF | $42.1M | 177,904 | +736 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $25.8M | 217,212 | +17,802 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $25.0M | 253,069 | +6,022 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $21.6M | 28,883 | −711 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $17.5M | 221,719 | +29,694 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $15.3M | 301,850 | +60,523 shares |
| GLD | SPDR Gold Shares | $15.1M | 40,858 | +168 shares |
112 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) 0001651023. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Florida Trust Wealth Management Co own?
Florida Trust Wealth Management Co reported 122 ETF positions worth $684.0M in its Form 13F for June 30, 2026. The largest was VYM, at $126.3M.
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.