Filed: 11/5/2025ACC: 0001193125-25-266475
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $1.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$1.49M
Total AUM (reported)
13.76M
Total Shares
Allocation by class
CS$1.12M74.9%
ETF$373.6K25.1%
Portfolio Concentration
Top 3$205.4K13.8%
4–10$259.7K17.4%
11–25$305.0K20.5%
Rest$719.9K48.3%
Top 3 weight
13.8%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole256
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings256
Rows:
APPLE INC
SOLEShares348.07K
TypeSH
Market value$88.6K
5.95%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares117.33K
TypeSH
Market value$60.8K
4.08%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA U.S.
SOLEShares429.46K
TypeSH
Market value$56.0K
3.75%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB US LARGE-CAP ETF
SOLEShares1.86M
TypeSH
Market value$49.1K
3.29%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares124.57K
TypeSH
Market value$41.1K
2.76%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares128.35K
TypeSH
Market value$40.5K
2.72%
Sole
0.00
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares180.83K
TypeSH
Market value$39.7K
2.66%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares143.51K
TypeSH
Market value$35.0K
2.35%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares80.07K
TypeSH
Market value$27.3K
1.83%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares44.02K
TypeSH
Market value$27.1K
1.82%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC/THE
SOLEShares64.69K
TypeSH
Market value$26.2K
1.76%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares33.81K
TypeSH
Market value$24.8K
1.67%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ET
SOLEShares482.73K
TypeSH
Market value$24.5K
1.64%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares152.93K
TypeSH
Market value$24.3K
1.63%
Sole
0.00
Shared
0.00
None
0.00
ENERGY SELECT SECTOR SPDR FUND
SOLEShares270.31K
TypeSH
Market value$24.1K
1.62%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares130.77K
TypeSH
Market value$21.9K
1.47%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares864.36K
TypeSH
Market value$20.1K
1.35%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16.78K
TypeSH
Market value$20.1K
1.35%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA INTER
SOLEShares440.75K
TypeSH
Market value$18.1K
1.22%
Sole
0.00
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MAR
SOLEShares268.66K
TypeSH
Market value$17.7K
1.19%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares33.62K
TypeSH
Market value$16.9K
1.13%
Sole
0.00
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares97.94K
TypeSH
Market value$16.7K
1.12%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares99.15K
TypeSH
Market value$16.7K
1.12%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares88.67K
TypeSH
Market value$16.5K
1.11%
Sole
0.00
Shared
0.00
None
0.00
INTUIT INC
SOLEShares23.73K
TypeSH
Market value$16.2K
1.09%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | CS | 348.07K | SH | $88.6K 5.95% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | CS | 117.33K | SH | $60.8K 4.08% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA U.S.SOLE | ETF | 429.46K | SH | $56.0K 3.75% | 0.00 | 0.00 | 0.00 |
SCHWAB US LARGE-CAP ETFSOLE | ETF | 1.86M | SH | $49.1K 3.29% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | CS | 124.57K | SH | $41.1K 2.76% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | CS | 128.35K | SH | $40.5K 2.72% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | CS | 180.83K | SH | $39.7K 2.66% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CS | 143.51K | SH | $35.0K 2.35% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | CS | 80.07K | SH | $27.3K 1.83% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | CS | 44.02K | SH | $27.1K 1.82% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC/THESOLE | CS | 64.69K | SH | $26.2K 1.76% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CS | 33.81K | SH | $24.8K 1.67% | 0.00 | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETSOLE | ETF | 482.73K | SH | $24.5K 1.64% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CS | 152.93K | SH | $24.3K 1.63% | 0.00 | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | CS | 270.31K | SH | $24.1K 1.62% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | CS | 130.77K | SH | $21.9K 1.47% | 0.00 | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 864.36K | SH | $20.1K 1.35% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | CS | 16.78K | SH | $20.1K 1.35% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA INTERSOLE | ETF | 440.75K | SH | $18.1K 1.22% | 0.00 | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARSOLE | ETF | 268.66K | SH | $17.7K 1.19% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CS | 33.62K | SH | $16.9K 1.13% | 0.00 | 0.00 | 0.00 |
BLACKSTONE INCSOLE | CS | 97.94K | SH | $16.7K 1.12% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 99.15K | SH | $16.7K 1.12% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPSOLE | CS | 88.67K | SH | $16.5K 1.11% | 0.00 | 0.00 | 0.00 |
INTUIT INCSOLE | CS | 23.73K | SH | $16.2K 1.09% | 0.00 | 0.00 | 0.00 |
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