Filed: 4/28/2026ACC: 0001193125-26-187304
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $1.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$1.43M
Total AUM (reported)
15.15M
Total Shares
Allocation by class
CS$1.06M73.7%
ETF$376.7K26.3%
Portfolio Concentration
Top 3$185.4K12.9%
4–10$266.2K18.6%
11–25$298.6K20.8%
Rest$683.4K47.7%
Top 3 weight
12.9%
Top 10 weight
31.5%
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)
Sole262
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings262
Rows:
APPLE INC COM
SOLEShares336.63K
TypeSH
Market value$85.4K
5.96%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR ACTIVEBET
SOLEShares420.41K
TypeSH
Market value$52.6K
3.67%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US LRG CAP
SOLEShares1.85M
TypeSH
Market value$47.4K
3.30%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares119.39K
TypeSH
Market value$44.2K
3.08%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares137.09K
TypeSH
Market value$39.3K
2.74%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares179.51K
TypeSH
Market value$37.4K
2.61%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares126.59K
TypeSH
Market value$37.2K
2.60%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares118.72K
TypeSH
Market value$36.7K
2.56%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC COM
SOLEShares41.91K
TypeSH
Market value$36.6K
2.55%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC COM
SOLEShares102.82K
TypeSH
Market value$34.7K
2.42%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR STATE ST
SOLEShares520.19K
TypeSH
Market value$31.9K
2.22%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY COM NEW
SOLEShares150.22K
TypeSH
Market value$24.7K
1.72%
Sole
0.00
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares80.28K
TypeSH
Market value$24.3K
1.69%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED FD
SOLEShares455.06K
TypeSH
Market value$23.0K
1.61%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR INTL EQTY
SOLEShares866.10K
TypeSH
Market value$21.4K
1.50%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares33.95K
TypeSH
Market value$19.4K
1.35%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR ACTIVEBET
SOLEShares446.21K
TypeSH
Market value$19.2K
1.34%
Sole
0.00
Shared
0.00
None
0.00
WELLTOWER INC COM
SOLEShares95.11K
TypeSH
Market value$18.8K
1.31%
Sole
0.00
Shared
0.00
None
0.00
ISHARES INC CORE MSCI EMKT
SOLEShares267.01K
TypeSH
Market value$18.6K
1.30%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC. COM
SOLEShares191.19K
TypeSH
Market value$18.4K
1.28%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO COM
SOLEShares19.09K
TypeSH
Market value$17.6K
1.22%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares99.61K
TypeSH
Market value$15.7K
1.09%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares32.15K
TypeSH
Market value$15.4K
1.07%
Sole
0.00
Shared
0.00
None
0.00
CURTISS WRIGHT CORP COM
SOLEShares22.25K
TypeSH
Market value$15.2K
1.06%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares86.11K
TypeSH
Market value$15.0K
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 | 336.63K | SH | $85.4K 5.96% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 420.41K | SH | $52.6K 3.67% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US LRG CAPSOLE | ETF | 1.85M | SH | $47.4K 3.30% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | CS | 119.39K | SH | $44.2K 3.08% | 0.00 | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | CS | 137.09K | SH | $39.3K 2.74% | 0.00 | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | CS | 179.51K | SH | $37.4K 2.61% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | CS | 126.59K | SH | $37.2K 2.60% | 0.00 | 0.00 | 0.00 |
BROADCOM INC COMSOLE | CS | 118.72K | SH | $36.7K 2.56% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INC COMSOLE | CS | 41.91K | SH | $36.6K 2.55% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INC COMSOLE | CS | 102.82K | SH | $34.7K 2.42% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TR STATE STSOLE | CS | 520.19K | SH | $31.9K 2.22% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY COM NEWSOLE | CS | 150.22K | SH | $24.7K 1.72% | 0.00 | 0.00 | 0.00 |
VISA INC COM CL ASOLE | CS | 80.28K | SH | $24.3K 1.69% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FDSOLE | ETF | 455.06K | SH | $23.0K 1.61% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TR INTL EQTYSOLE | ETF | 866.10K | SH | $21.4K 1.50% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | CS | 33.95K | SH | $19.4K 1.35% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TR ACTIVEBETSOLE | ETF | 446.21K | SH | $19.2K 1.34% | 0.00 | 0.00 | 0.00 |
WELLTOWER INC COMSOLE | CS | 95.11K | SH | $18.8K 1.31% | 0.00 | 0.00 | 0.00 |
ISHARES INC CORE MSCI EMKTSOLE | ETF | 267.01K | SH | $18.6K 1.30% | 0.00 | 0.00 | 0.00 |
NETFLIX INC. COMSOLE | CS | 191.19K | SH | $18.4K 1.28% | 0.00 | 0.00 | 0.00 |
ELI LILLY & CO COMSOLE | CS | 19.09K | SH | $17.6K 1.22% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 99.61K | SH | $15.7K 1.09% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CS | 32.15K | SH | $15.4K 1.07% | 0.00 | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | CS | 22.25K | SH | $15.2K 1.06% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | CS | 86.11K | SH | $15.0K 1.05% | 0.00 | 0.00 | 0.00 |
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