Filed: 1/9/2026ACC: 0001193125-26-008702
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $1.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$1.52M
Total AUM (reported)
14.84M
Total Shares
Allocation by class
CS$1.14M75.0%
ETF$378.8K25.0%
Portfolio Concentration
Top 3$205.7K13.6%
4–10$278.8K18.4%
11–25$307.7K20.3%
Rest$725.7K47.8%
Top 3 weight
13.6%
Top 10 weight
31.9%
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)
Sole263
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings263
Rows:
APPLE INC COM
SOLEShares341.71K
TypeSH
Market value$92.9K
6.12%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares117.45K
TypeSH
Market value$56.8K
3.74%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR ACTIVEBET
SOLEShares423.09K
TypeSH
Market value$56.0K
3.69%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US LRG CAP
SOLEShares1.85M
TypeSH
Market value$49.7K
3.27%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares138.27K
TypeSH
Market value$43.4K
2.86%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares179.91K
TypeSH
Market value$41.5K
2.74%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares119.63K
TypeSH
Market value$41.4K
2.73%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares127.11K
TypeSH
Market value$41.0K
2.70%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC COM
SOLEShares117.70K
TypeSH
Market value$33.6K
2.21%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC COM
SOLEShares43.26K
TypeSH
Market value$28.3K
1.86%
Sole
0.00
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares80.28K
TypeSH
Market value$28.2K
1.85%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY COM NEW
SOLEShares151.50K
TypeSH
Market value$26.9K
1.77%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR ENERGY
SOLEShares543.53K
TypeSH
Market value$24.3K
1.60%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED FD
SOLEShares479.12K
TypeSH
Market value$24.2K
1.60%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares64.97K
TypeSH
Market value$22.4K
1.47%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares33.49K
TypeSH
Market value$22.1K
1.46%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR INTL EQTY
SOLEShares860.69K
TypeSH
Market value$20.7K
1.36%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares18.14K
TypeSH
Market value$19.5K
1.28%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR ACTIVEBET
SOLEShares441.85K
TypeSH
Market value$19.0K
1.25%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares266.01K
TypeSH
Market value$17.9K
1.18%
Sole
0.00
Shared
0.00
None
0.00
WELLTOWER INC COM
SOLEShares92.97K
TypeSH
Market value$17.3K
1.14%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares33.30K
TypeSH
Market value$16.7K
1.10%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares87.71K
TypeSH
Market value$16.4K
1.08%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares100.75K
TypeSH
Market value$16.3K
1.07%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares170.59K
TypeSH
Market value$16.0K
1.05%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | CS | 341.71K | SH | $92.9K 6.12% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | CS | 117.45K | SH | $56.8K 3.74% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 423.09K | SH | $56.0K 3.69% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US LRG CAPSOLE | ETF | 1.85M | SH | $49.7K 3.27% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | CS | 138.27K | SH | $43.4K 2.86% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | CS | 179.91K | SH | $41.5K 2.74% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | CS | 119.63K | SH | $41.4K 2.73% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | CS | 127.11K | SH | $41.0K 2.70% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | CS | 117.70K | SH | $33.6K 2.21% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INC COMSOLE | CS | 43.26K | SH | $28.3K 1.86% | 0.00 | 0.00 | 0.00 |
VISA INC COM CL ASOLE | CS | 80.28K | SH | $28.2K 1.85% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | CS | 151.50K | SH | $26.9K 1.77% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TR ENERGYSOLE | CS | 543.53K | SH | $24.3K 1.60% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDSOLE | ETF | 479.12K | SH | $24.2K 1.60% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | CS | 64.97K | SH | $22.4K 1.47% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | CS | 33.49K | SH | $22.1K 1.46% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR INTL EQTYSOLE | ETF | 860.69K | SH | $20.7K 1.36% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | CS | 18.14K | SH | $19.5K 1.28% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 441.85K | SH | $19.0K 1.25% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | ETF | 266.01K | SH | $17.9K 1.18% | 0.00 | 0.00 | 0.00 |
WELLTOWER INC COMSOLE | CS | 92.97K | SH | $17.3K 1.14% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CS | 33.30K | SH | $16.7K 1.10% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | CS | 87.71K | SH | $16.4K 1.08% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 100.75K | SH | $16.3K 1.07% | 0.00 | 0.00 | 0.00 |
NETFLIX INC COMSOLE | CS | 170.59K | SH | $16.0K 1.05% | 0.00 | 0.00 | 0.00 |
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