Filed: 11/5/2025ACC: 0001310658-25-000008
📋 What this filing means
LEDYARD NATIONAL BANK filed this quarterly 13F‑HR report disclosing 226 equity positions with a total reported market value of $1.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
226
Positions
$1.12B
Total AUM (reported)
10.80M
Total Shares
Allocation by class
COM$1.12B100.0%
Portfolio Concentration
Top 3$218.60M19.6%
4–10$262.47M23.5%
11–25$240.90M21.6%
Rest$394.30M35.3%
Top 3 weight
19.6%
Top 10 weight
43.1%
Voting Authority Distribution
Total shares with voting rights: 10.80M
Sole
Full voting authority
10.75M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
52.49K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole226
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings226
Rows:
ISHARES CORE S&P 500 ETF
SOLEShares119.89K
TypeSH
Market value$80.24M
7.19%
Sole
119.54K
Shared
0.00
None
348.00
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares1.13M
TypeSH
Market value$77.10M
6.91%
Sole
1.13M
Shared
0.00
None
2.19K
APPLE INC
SOLEShares240.60K
TypeSH
Market value$61.26M
5.49%
Sole
238.59K
Shared
0.00
None
2.01K
MICROSOFT CORP
SOLEShares116K
TypeSH
Market value$60.08M
5.38%
Sole
115.17K
Shared
0.00
None
830.00
ISHARES CORE MSCI EAFE ETF
SOLEShares596.01K
TypeSH
Market value$52.04M
4.66%
Sole
592.97K
Shared
0.00
None
3.03K
BROADCOM INC
SOLEShares136.57K
TypeSH
Market value$45.05M
4.04%
Sole
134.60K
Shared
0.00
None
1.96K
DIMENSIONAL EMERG CORE EQ MKT ETF
SOLEShares998.82K
TypeSH
Market value$31.49M
2.82%
Sole
995.81K
Shared
0.00
None
3.01K
JPMORGAN CHASE & CO
SOLEShares79.42K
TypeSH
Market value$25.05M
2.24%
Sole
79K
Shared
0.00
None
423.00
ALPHABET INC CL A
SOLEShares100.30K
TypeSH
Market value$24.38M
2.18%
Sole
99.22K
Shared
0.00
None
1.07K
ISHARES NATL MUNI BOND ETF
SOLEShares228.77K
TypeSH
Market value$24.36M
2.18%
Sole
225.25K
Shared
0.00
None
3.51K
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF
SOLEShares497.71K
TypeSH
Market value$20.46M
1.83%
Sole
494.59K
Shared
0.00
None
3.12K
INVESCO KBW BANK PORT ETF
SOLEShares260.20K
TypeSH
Market value$20.35M
1.82%
Sole
258.28K
Shared
0.00
None
1.92K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares733.14K
TypeSH
Market value$20.01M
1.79%
Sole
730.35K
Shared
0.00
None
2.80K
ISHARES MSCI INTL QUAL FACTOR ETF
SOLEShares436.49K
TypeSH
Market value$19.29M
1.73%
Sole
435.47K
Shared
0.00
None
1.02K
AMAZON COM INC
SOLEShares85.06K
TypeSH
Market value$18.68M
1.67%
Sole
84.30K
Shared
0.00
None
760.00
VANGUARD MID CAP VALUE ETF
SOLEShares104.35K
TypeSH
Market value$18.22M
1.63%
Sole
103.63K
Shared
0.00
None
720.00
VISA INC
SOLEShares46.72K
TypeSH
Market value$15.95M
1.43%
Sole
46.52K
Shared
0.00
None
205.00
BERKSHIRE HATHAWAY INC B
SOLEShares30.94K
TypeSH
Market value$15.56M
1.39%
Sole
30.64K
Shared
0.00
None
307.00
CISCO SYSTEMS INC
SOLEShares201.56K
TypeSH
Market value$13.79M
1.24%
Sole
200.21K
Shared
0.00
None
1.35K
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF
SOLEShares103.24K
TypeSH
Market value$13.45M
1.20%
Sole
103.24K
Shared
0.00
None
0.00
KROGER CO
SOLEShares197.99K
TypeSH
Market value$13.35M
1.20%
Sole
196.64K
Shared
0.00
None
1.35K
PROCTER & GAMBLE CO
SOLEShares85.04K
TypeSH
Market value$13.07M
1.17%
Sole
84.35K
Shared
0.00
None
690.00
FLEXSHARES QUALITY DVD ETF
SOLEShares164.21K
TypeSH
Market value$13.04M
1.17%
Sole
162.71K
Shared
0.00
None
1.50K
HOME DEPOT INC
SOLEShares32.17K
TypeSH
Market value$13.04M
1.17%
Sole
31.94K
Shared
0.00
None
235.00
ISHARES MSCI EAFE MIN VOL FACTOR ETF
SOLEShares149.18K
TypeSH
Market value$12.66M
1.13%
Sole
148.78K
Shared
0.00
None
400.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | Com | 119.89K | SH | $80.24M 7.19% | 119.54K | 0.00 | 348.00 |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | Com | 1.13M | SH | $77.10M 6.91% | 1.13M | 0.00 | 2.19K |
APPLE INCSOLE | Com | 240.60K | SH | $61.26M 5.49% | 238.59K | 0.00 | 2.01K |
MICROSOFT CORPSOLE | Com | 116K | SH | $60.08M 5.38% | 115.17K | 0.00 | 830.00 |
ISHARES CORE MSCI EAFE ETFSOLE | Com | 596.01K | SH | $52.04M 4.66% | 592.97K | 0.00 | 3.03K |
BROADCOM INCSOLE | Com | 136.57K | SH | $45.05M 4.04% | 134.60K | 0.00 | 1.96K |
DIMENSIONAL EMERG CORE EQ MKT ETFSOLE | Com | 998.82K | SH | $31.49M 2.82% | 995.81K | 0.00 | 3.01K |
JPMORGAN CHASE & COSOLE | Com | 79.42K | SH | $25.05M 2.24% | 79K | 0.00 | 423.00 |
ALPHABET INC CL ASOLE | Com | 100.30K | SH | $24.38M 2.18% | 99.22K | 0.00 | 1.07K |
ISHARES NATL MUNI BOND ETFSOLE | Com | 228.77K | SH | $24.36M 2.18% | 225.25K | 0.00 | 3.51K |
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFSOLE | Com | 497.71K | SH | $20.46M 1.83% | 494.59K | 0.00 | 3.12K |
INVESCO KBW BANK PORT ETFSOLE | Com | 260.20K | SH | $20.35M 1.82% | 258.28K | 0.00 | 1.92K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | Com | 733.14K | SH | $20.01M 1.79% | 730.35K | 0.00 | 2.80K |
ISHARES MSCI INTL QUAL FACTOR ETFSOLE | Com | 436.49K | SH | $19.29M 1.73% | 435.47K | 0.00 | 1.02K |
AMAZON COM INCSOLE | Com | 85.06K | SH | $18.68M 1.67% | 84.30K | 0.00 | 760.00 |
VANGUARD MID CAP VALUE ETFSOLE | Com | 104.35K | SH | $18.22M 1.63% | 103.63K | 0.00 | 720.00 |
VISA INCSOLE | Com | 46.72K | SH | $15.95M 1.43% | 46.52K | 0.00 | 205.00 |
BERKSHIRE HATHAWAY INC BSOLE | Com | 30.94K | SH | $15.56M 1.39% | 30.64K | 0.00 | 307.00 |
CISCO SYSTEMS INCSOLE | Com | 201.56K | SH | $13.79M 1.24% | 200.21K | 0.00 | 1.35K |
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFSOLE | Com | 103.24K | SH | $13.45M 1.20% | 103.24K | 0.00 | 0.00 |
KROGER COSOLE | Com | 197.99K | SH | $13.35M 1.20% | 196.64K | 0.00 | 1.35K |
PROCTER & GAMBLE COSOLE | Com | 85.04K | SH | $13.07M 1.17% | 84.35K | 0.00 | 690.00 |
FLEXSHARES QUALITY DVD ETFSOLE | Com | 164.21K | SH | $13.04M 1.17% | 162.71K | 0.00 | 1.50K |
HOME DEPOT INCSOLE | Com | 32.17K | SH | $13.04M 1.17% | 31.94K | 0.00 | 235.00 |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | Com | 149.18K | SH | $12.66M 1.13% | 148.78K | 0.00 | 400.00 |
Page 1 of 10
…