Caldwell Trust Co 13F Portfolio Q4 2025

Caldwell Trust Co (CIK: 0002080218) is a financial institution headquartered at 1400 Center Road, , Venice, Florida 34292. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $1,125,028,570, comprising 754 distinct securities. Over its filing history, it has submitted 25 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q4 2025

1. VOO Vanguard S&P 500 ETF

+$18.93 M

2. VTI Vanguard Total Stock Market ETF

+$9.44 M

3. XLK Technology Select Sector SPDR Fund

+$2.34 M

4. AGG iShares Core U.S. Aggregate Bond ETF

+$2.12 M

5. ISHARES 5-10Y INV GRADE CORP

+$1.41 M

Top Sells

Q4 2025

1. GOOGL Alphabet Inc.

−$2.05 M

2. NVDA NVIDIA Corporation

−$1.99 M

3. HD The Home Depot, Inc.

−$1.45 M

4. ZTS Zoetis Inc.

−$972,840.35

5. MRK Merck & Co., Inc.

−$828,396.01

Stocks/ETFs

+7.66%

$1.12 B 99.96%

Options

$0 0.00%

Debt

-9.34%

$60,800 0.01%

Other

-98.31%

$427,605 0.04%

Name	Shares	Market Value	Weight	Change	Activity
Apple Inc. AAPL	249,061	$67.71 M	6.02%	▼ 1,942	Reduce -0.8%
NVIDIA Corporation NVDA	323,722	$60.37 M	5.37%	▼ 10,682	Reduce -3.2%
SPDR S&P 500 ETF Trust ETF-SPY	61,602	$42.01 M	3.73%	▼ 447	Reduce -0.7%
Alphabet Inc. GOOGL	123,338	$38.6 M	3.43%	▼ 6,536	Reduce -5.0%
Microsoft Corporation MSFT	74,876	$36.21 M	3.22%	▼ 455	Reduce -0.6%
Amazon.com, Inc. AMZN	132,950	$30.69 M	2.73%	▲ 26	Add 0.0%
Vanguard S&P 500 ETF ETF-VOO	37,291	$23.39 M	2.08%	▲ 30,188	Add 425.0%
Eli Lilly and Company LLY	21,295	$22.89 M	2.03%	▼ 21	Reduce -0.1%
JPMorgan Chase & Co. JPM	66,039	$21.28 M	1.89%	▼ 1,603	Reduce -2.4%
iShares Core S&P 500 ETF ETF-IVV	29,066	$19.91 M	1.77%	▲ 395	Add 1.4%

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Caldwell Trust Co's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Caldwell Trust Co each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 25 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Caldwell Trust Co Quarterly 13F Statistics

Discover detailed insights into Caldwell Trust Co’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Caldwell Trust Co's All 13F Filings

This section lists all SEC Form 13F filings submitted by Caldwell Trust Co. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

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Caldwell Trust Co 13F Filings, Portfolio & Analysis

Caldwell Trust Co — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Caldwell Trust Co's Portfolio

Caldwell Trust Co Quarterly 13F Statistics

Caldwell Trust Co's All 13F Filings