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CIK: 0000900974
Total reported value
$4.5B
$4.5B
2047 檔
28.3%
At the close of Q2 2025, Wilmington Savings Fund Society, FSB disclosed equity holdings valued at approximately $4.5B, spread across 2047 reported holdings.
During Q2 2025, Wilmington Savings Fund Society, FSB's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2047 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.48% | — | +0.19% | |
| 2 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 5.24% | -1.04% | -0.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.58% | +0.09% | +9.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.76% | -0.17% | -4.14% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.53% | +0.27% | -8.17% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.17% | +0.11% | -7.46% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.81% | -0.06% | -0.44% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | +0.05% | -3.60% | |
| 9 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.66% | +0.13% | -7.01% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.60% | +0.23% | +42.87% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.16% | +28.76% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.07% | -1.13% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.25% | -0.04% | +12.74% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.05% | -0.88% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.03% | +41.44% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.15% | -6.98% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.22% | -2.60% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.98% | -0.19% | -23.89% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.96% | -0.03% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.12% | +0.18% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.85% | — | +12.53% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.05% | -1.68% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.76% | +0.02% | -1.36% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.03% | -4.73% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.12% | -2.15% | |
| 26 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.71% | +0.05% | +11.91% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.70% | -0.03% | -0.70% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.01% | -5.25% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.31% | -3.32% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.27% | -4.98% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.67% | +0.01% | +12.71% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.02% | -4.23% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.66% | +0.16% | +23.34% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.65% | +0.04% | -5.88% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.01% | -0.74% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +0.22% | +6.24% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.64% | -0.11% | +14.44% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.62% | +0.12% | +33.28% | |
| 39 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.62% | -0.05% | -0.01% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.57% | — | +0.02% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.11% | -3.67% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.13% | -4.52% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | +0.04% | +0.45% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.02% | -3.27% | |
| 45 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.50% | -0.09% | +13.54% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.03% | -7.67% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | -0.07% | -1.62% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.45% | -2.90% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.12% | -3.90% | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.45% | +0.09% | -3.56% |
According to official SEC Form 13F filings, Wilmington Savings Fund Society, FSB reported a total U.S. public equity portfolio value of $4.5B across 2047 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ISRG, CMCSA, VEA) accounted for 28.3% of total reported equity market value during Q2 2025.
During Q2 2025, Wilmington Savings Fund Society, FSB's top holdings by market value included ISRG (5.5%)、CMCSA (5.2%)、VEA (4.6%). The largest single position, ISRG, represented 5.5% of total portfolio value.
In Q2 2025, Wilmington Savings Fund Society, FSB made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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