Essex Financial Services, Inc.
Q2 2026 13F filing
Updated 31 days ago836 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $92.7M | 320.4K | 4.62% | Trimmed(-1.0%) |
| 2 | Q QQQ INVESCO QQQ TR | $71.2M | 96.7K | 3.55% | Trimmed(-2.5%) |
| 3 | V VGES VANGUARD ADMIRAL FDS INC | $44.2M | 535.0K | 2.20% | Added(+497.4%) |
| 4 | M MSFT MICROSOFT CORP | $39.7M | 106.4K | 1.98% | Added(+1.1%) |
| 5 | G GOOGN ALPHABET INC | $39.2M | 109.8K | 1.95% | Trimmed(-1.8%) |
| 6 | N NVDA NVIDIA CORPORATION | $35.8M | 179.0K | 1.78% | Trimmed(-3.1%) |
| 7 | S SPY STATE STR SPDR S&P 500 ETF T | $34.8M | 46.6K | 1.73% | Trimmed(-1.4%) |
| 8 | E ETHA ISHARES TR | $31M | 41.4K | 1.54% | Added(+5.0%) |
| 9 | G GLD SPDR GOLD TR | $28.9M | 78.4K | 1.44% | Trimmed(-1.5%) |
| 10 | V VGES VANGUARD WHITEHALL FDS | $27.3M | 172.5K | 1.36% | Added(+0.6%) |
| 11 | L LLY ELI LILLY & CO | $27.3M | 22.7K | 1.36% | Trimmed(-2.2%) |
| 12 | A AMZN AMAZON COM INC | $27.1M | 113.6K | 1.35% | Added(+1.5%) |
| 13 | P PDI PIMCO ETF TR | $26.5M | 998.1K | 1.32% | Added(+5.0%) |
| 14 | E ETHA ISHARES TR | $21.6M | 131.8K | 1.08% | Trimmed(-0.4%) |
| 15 | J JPM-PM JPMORGAN CHASE & CO | $20.8M | 63.4K | 1.03% | Trimmed(-0.8%) |
| 16 | T TPL TEXAS PACIFIC LAND CORPORATI | $20.7M | 47.4K | 1.03% | Trimmed(-0.9%) |
| 17 | X XOM EXXON MOBIL CORP | $19M | 139.1K | 0.95% | Added(+1.0%) |
| 18 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $19M | 375.7K | 0.95% | Added(+4.7%) |
| 19 | V VGES VANGUARD INDEX FDS | $18.5M | 84.9K | 0.92% | Trimmed(-1.3%) |
| 20 | I IVZ INVESCO EXCHANGE TRADED FD T | $18M | 84.4K | 0.89% | Added(+1.4%) |
| 21 | G GOOGN ALPHABET INC | $17.9M | 50.7K | 0.89% | Trimmed(-1.4%) |
| 22 | ? N/A COLUMBIA ETF TR I | $17M | 391.8K | 0.84% | Trimmed(-7.2%) |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $16.9M | 33.9K | 0.84% | Added(+2.3%) |
| 24 | J JNJ JOHNSON & JOHNSON | $15.3M | 60.1K | 0.76% | Trimmed(-1.7%) |
| 25 | I IVZ INVESCO EXCHANGE TRADED FD T | $15M | 278.3K | 0.75% | Added(+0.9%) |
| 26 | C COF-PN CAPITAL GROUP DIVIDEND VALUE | $13.7M | 277.9K | 0.68% | Added(+3.3%) |
| 27 | R RTX RTX CORPORATION | $13.5M | 71.2K | 0.67% | Trimmed(-2.7%) |
| 28 | C COF-PN CAPITAL GROUP CORE EQUITY ET | $13.5M | 302.9K | 0.67% | Added(+18.6%) |
| 29 | C CODI-PA COMPASS DIVERSIFIED | $13.3M | 1.25M | 0.66% | Trimmed(-0.2%) |
| 30 | V VGES VANGUARD INDEX FDS | $13.2M | 35.7K | 0.66% | Added(+1.1%) |
| 31 | C CAT CATERPILLAR INC | $13.2M | 12.4K | 0.66% | Trimmed(-2.9%) |
| 32 | P PDI PIMCO ETF TR | $12.9M | 128.2K | 0.64% | Trimmed(-1.0%) |
| 33 | B BX VANGUARD SPECIALIZED FUNDS | $12.9M | 54.4K | 0.64% | Added(+0.1%) |
| 34 | K KOLD PROSHARES TR | $12.5M | 223.4K | 0.63% | Added(+95.7%) |
| 35 | A ALAB ASTERA LABS INC | $12.4M | 25.7K | 0.62% | Trimmed(-5.5%) |
| 36 | E ETHA INVESCO EXCHANGE TRADED FD T | $12.3M | 136.6K | 0.61% | Trimmed(-0.4%) |
| 37 | P PHYS SPROTT ASSET MANAGEMENT LP | $12.3M | 407.5K | 0.61% | Added(+0.6%) |
| 38 | G GE GE AEROSPACE | $11.7M | 31.4K | 0.58% | Added(+11.6%) |
| 39 | T TSLA TESLA INC | $11.7M | 27.8K | 0.58% | Trimmed(-0.2%) |
| 40 | V VGES VANGUARD TAX-MANAGED FDS | $11.5M | 161.3K | 0.57% | Added(+3.9%) |
| 41 | V VGES VANGUARD INDEX FDS | $11.4M | 132.9K | 0.57% | Added(+498.3%) |
| 42 | E ETHA ISHARES TR | $10.8M | 142.9K | 0.54% | Trimmed(-1.0%) |
| 43 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $10.6M | 226.4K | 0.53% | Added(+63.0%) |
| 44 | I IBM INTERNATIONAL BUSINESS MACHS | $9.9M | 35.0K | 0.49% | Added(+4.1%) |
| 45 | T TALO T ROWE PRICE EXCHANGE-TRADED | $9.4M | 229.8K | 0.47% | Added(+2.0%) |
| 46 | G GEV GE VERNOVA INC | $9.4M | 8.0K | 0.47% | Added(+10.4%) |
| 47 | V VGES VANGUARD INDEX FDS | $9.2M | 114.3K | 0.46% | Added(+301.8%) |
| 48 | M META META PLATFORMS INC | $9.1M | 16.2K | 0.45% | Added(+1.4%) |
| 49 | C COF-PN CAPITAL GROUP CORE BALANCED | $9.1M | 239.6K | 0.45% | Added(+10.3%) |
| 50 | A ABBV ABBVIE INC | $9M | 35.7K | 0.45% | Trimmed(-4.7%) |