Chickasaw Capital Management: Q3 2026 portfolio changes
Total: $2.8B in 95 stocks
New: Oneok ($83M)
Added: $KGS (+319% shares)
Sold out: $OKE
SEC Form 13F · filed Oct 7
#13F #Investing

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Canandaigua National Bank & Trust: Q3 2026 13F
Total: $1.19B → $1.15B
305 → 310 positions
Largest: iShares Core S&P US Value ETF, 8% of the portfolio
SEC Form 13F · filed Oct 7
#13F #Investing

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Cooper Financial: Q3 2026 13F
Total: $1.21B → $1.26B
451 → 450 positions
Largest: Schwab Strategic TR, 6% of the portfolio
SEC Form 13F · filed Oct 7
#13F #Investing

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Venture Visionary Partners: Q3 2026 13F
Total: $3.60B → $3.82B
731 → 737 positions
Largest: $AAPL, 4% of the portfolio
SEC Form 13F · filed Oct 7
#13F #Investing

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Elm Partners Management: Q2 2026 portfolio changes
Total: $3.4B in 160 stocks
New: Ishares TR ($832K)
Added: Vanguard Instl Index FD (+209% shares)
Sold out: Exxon Mobil
SEC Form 13F · filed Oct 7
#13F #Investing

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Great Waters Wealth Management: Q3 2026 portfolio changes
Total: $1.1B in 131 stocks
New: $HON ($2M)
Added: Dimensional ETF Trust (+11% shares)
Sold out: Honeywell Intl
SEC Form 13F · filed Oct 7
#13F #Investing

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Armstrong Henry H Associates: Q3 2026 portfolio changes
Total: $1.1B in 61 stocks
New: $XOM ($1M)
Added: $ASML (+14% shares)
Sold out: $UBER
Largest: $MSFT, 28% of the portfolio
SEC Form 13F · filed Oct 7
#13F #Investing

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SigFig Wealth Management: Q3 2026 portfolio changes
Total: $4.0B in 150 stocks
New: $IBIT ($74M)
Added: Schwab Strategic TR (+227% shares)
Sold out: Ishares TR
SEC Form 13F · filed Oct 7
#13F #Investing

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American National Bank & Trust: Q3 2026 13F
Total: $1.17B → $1.09B
631 → 618 positions
Largest: $GOOGL, 7% of the portfolio
SEC Form 13F · filed Oct 7
#13F #Investing

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Kwmg: Q3 2026 portfolio changes
Total: $1.4B in 155 stocks
New: Select Sector SPDR TR ($259K)
Added: Vanguard BD Index FDS (+12% shares)
Sold out: Invesco Exch Traded FD TR II
SEC Form 13F · filed Oct 7
#13F #Investing

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Two Seas Capital: Q3 2026 portfolio changes
Total: $8.7B in 47 stocks
New: $QQQ ($4.0B)
Added: $WULF (+210% shares)
Sold out: $FSLR
SEC Form 13F · filed Oct 6
#13F #Investing

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RVW Wealth: Q3 2026 portfolio changes
Total: $1.6B in 185 stocks
New: $PAGP ($3M)
Added: American Century Investments U S EQT ETF (+10% shares)
Sold out: Exxon Mobil
SEC Form 13F · filed Oct 6
#13F #Investing

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Private Capital Advisors: Q3 2026 portfolio changes
Total: $1.2B in 78 stocks
New: $MCHP ($21M)
Added: $SPCX (+34% shares)
Sold out: Ershares Private-public Crosso
SEC Form 13F · filed Oct 6
#13F #Investing

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Moody National Bank Trust Division: Q3 2026 13F
Total: $1.21B → $1.21B
780 → 788 positions
Largest: Vanguard Tax-managed FDS, 7% of the portfolio
SEC Form 13F · filed Oct 6
#13F #Investing

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Congress Asset Management: Q3 2026 13F
Total: $16.25B → $15.43B
376 → 406 positions
Largest: $NVDA, 4% of the portfolio
SEC Form 13F · filed Oct 6
#13F #Investing

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Bangor Savings Bank: Q3 2026 13F
Total: $1.36B → $1.31B
711 → 711 positions
Largest: Ishares TR, 13% of the portfolio
SEC Form 13F · filed Oct 6
#13F #Investing

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Legacy Private Trust: Q3 2026 13F
Total: $1.81B → $1.83B
382 → 372 positions
Largest: Ishares TR, 14% of the portfolio
SEC Form 13F · filed Oct 6
#13F #Investing

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Rockland Trust: Q3 2026 13F
Total: $2.55B → $2.61B
504 → 506 positions
Largest: $MSFT, 6% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing

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Heartwood Wealth Advisors: Q3 2026 portfolio changes
Total: $1.3B in 223 stocks
New: Ishares Ibonds DEC 2031 Term Treasury ETF ($10M)
SEC Form 13F · filed Oct 5
#13F #Investing

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Eastern Bank: Q3 2026 13F

Total: $6.53B → $6.58B
1,466 → 1,560 positions
Largest: $AAPL, 6% of the portfolio

SEC Form 13F · filed Oct 5
#13F #Investing

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