Exeter Financial
$265M 13F equity value
106 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Exeter Financial covers the quarter ended September 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 |
|---|---|---|---|---|
| ICSH | ISHARES TR | 295,558 | $15M | 5.6% |
| FFA | FIRST TR ENHANCED EQUITY | 585,966 | $13M | 4.9% |
| AAPL | APPLE INC | 38,913 | $13M | 4.9% |
| BSV | VANGUARD BD INDEX FDS | 163,164 | $12M | 4.7% |
| MSFT | MICROSOFT CORP | 20,684 | $11M | 4.0% |
| SCHD | SCHWAB STRATEGIC TR | 224,686 | $7M | 2.8% |
| CSCO | CISCO SYS INC | 67,116 | $7M | 2.7% |
| AFL | AFLAC INC | 56,606 | $6M | 2.4% |
| JNJ | JOHNSON & JOHNSON | 23,614 | $6M | 2.4% |
| DFAU | DIMENSIONAL ETF TRUST | 116,856 | $6M | 2.3% |
Track Exeter Financial's 13F portfolio: $265M in reported holdings, 106 positions. Top holdings and quarterly changes on SentiSense.
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