Essex Financial Services
$2.0B 13F equity value
880 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Essex Financial Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 320,429 | $93M | 4.6% |
| QQQ | INVESCO QQQ TR | 96,658 | $71M | 3.5% |
| VOOG | VANGUARD ADMIRAL FDS INC | 534,985 | $44M | 2.2% |
| MSFT | MICROSOFT CORP | 106,428 | $40M | 2.0% |
| GOOGL | ALPHABET INC | 109,786 | $39M | 2.0% |
| NVDA | NVIDIA CORPORATION | 179,035 | $36M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 46,595 | $35M | 1.7% |
| IVV | ISHARES TR | 41,363 | $31M | 1.5% |
| GLD | SPDR GOLD TR | 78,415 | $29M | 1.4% |
| VYM | VANGUARD WHITEHALL FDS | 172,522 | $27M | 1.4% |
Track Essex Financial Services's 13F portfolio: $2.0B in reported holdings, 880 positions. Top holdings and quarterly changes on SentiSense.
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