Filed: 1/21/2026ACC: 0001310658-26-000001
📋 What this filing means
LEDYARD NATIONAL BANK filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$1.16B
Total AUM (reported)
12.98M
Total Shares
Allocation by class
COM$1.16B100.0%
Portfolio Concentration
Top 3$229.21M19.7%
4–10$262.97M22.7%
11–25$256.09M22.1%
Rest$412.47M35.5%
Top 3 weight
19.7%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 12.98M
Sole
Full voting authority
12.91M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
61.93K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings240
Rows:
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares1.22M
TypeSH
Market value$84.87M
7.31%
Sole
1.22M
Shared
0.00
None
2.64K
ISHARES CORE S&P 500 ETF
SOLEShares117.11K
TypeSH
Market value$80.22M
6.91%
Sole
116.77K
Shared
0.00
None
348.00
APPLE INC
SOLEShares235.86K
TypeSH
Market value$64.12M
5.52%
Sole
233.87K
Shared
0.00
None
1.99K
MICROSOFT CORP
SOLEShares111.73K
TypeSH
Market value$54.04M
4.66%
Sole
110.90K
Shared
0.00
None
830.00
ISHARES CORE MSCI EAFE ETF
SOLEShares590.54K
TypeSH
Market value$52.83M
4.55%
Sole
587.55K
Shared
0.00
None
2.99K
BROADCOM INC
SOLEShares127.55K
TypeSH
Market value$44.14M
3.80%
Sole
125.67K
Shared
0.00
None
1.88K
DIMENSIONAL EMERG CORE EQ MKT ETF
SOLEShares993.65K
TypeSH
Market value$32.36M
2.79%
Sole
990.70K
Shared
0.00
None
2.96K
ALPHABET INC CL A
SOLEShares96.78K
TypeSH
Market value$30.29M
2.61%
Sole
95.71K
Shared
0.00
None
1.06K
JPMORGAN CHASE & CO
SOLEShares76.88K
TypeSH
Market value$24.77M
2.13%
Sole
76.47K
Shared
0.00
None
408.00
ISHARES NATL MUNI BOND ETF
SOLEShares229.09K
TypeSH
Market value$24.54M
2.11%
Sole
225.57K
Shared
0.00
None
3.51K
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF
SOLEShares498.04K
TypeSH
Market value$21.39M
1.84%
Sole
494.92K
Shared
0.00
None
3.12K
DFA SHORT DURA REAL RET PORTFOLIO FUND
SOLEShares2.01M
TypeSH
Market value$21.13M
1.82%
Sole
2M
Shared
0.00
None
8.73K
INVESCO KBW BANK PORT ETF
SOLEShares248.83K
TypeSH
Market value$20.97M
1.81%
Sole
246.96K
Shared
0.00
None
1.87K
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares759.81K
TypeSH
Market value$20.84M
1.80%
Sole
757.01K
Shared
0.00
None
2.80K
ISHARES MSCI INTL QUAL FACTOR ETF
SOLEShares430.93K
TypeSH
Market value$19.59M
1.69%
Sole
429.90K
Shared
0.00
None
1.02K
AMAZON COM INC
SOLEShares81.77K
TypeSH
Market value$18.87M
1.63%
Sole
81.01K
Shared
0.00
None
760.00
VANGUARD MID CAP VALUE ETF
SOLEShares102.72K
TypeSH
Market value$18.22M
1.57%
Sole
102K
Shared
0.00
None
720.00
VICTORYSHARES FREE CASH FLOW ETF
SOLEShares402.35K
TypeSH
Market value$15.84M
1.37%
Sole
400.78K
Shared
0.00
None
1.57K
VISA INC
SOLEShares45.02K
TypeSH
Market value$15.79M
1.36%
Sole
44.82K
Shared
0.00
None
205.00
BERKSHIRE HATHAWAY INC B
SOLEShares30.45K
TypeSH
Market value$15.31M
1.32%
Sole
30.14K
Shared
0.00
None
307.00
CISCO SYSTEMS INC
SOLEShares194.17K
TypeSH
Market value$14.96M
1.29%
Sole
192.86K
Shared
0.00
None
1.31K
FLEXSHARES QUALITY DVD ETF
SOLEShares180.93K
TypeSH
Market value$14.62M
1.26%
Sole
179.43K
Shared
0.00
None
1.50K
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF
SOLEShares101.78K
TypeSH
Market value$13.47M
1.16%
Sole
101.78K
Shared
0.00
None
0.00
ISHARES MSCI EAFE MIN VOL FACTOR ETF
SOLEShares149.57K
TypeSH
Market value$12.90M
1.11%
Sole
149.17K
Shared
0.00
None
400.00
TJX COMPANIES INC
SOLEShares79.37K
TypeSH
Market value$12.19M
1.05%
Sole
77.56K
Shared
0.00
None
1.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE DIVIDEND GROWTH ETFSOLE | Com | 1.22M | SH | $84.87M 7.31% | 1.22M | 0.00 | 2.64K |
ISHARES CORE S&P 500 ETFSOLE | Com | 117.11K | SH | $80.22M 6.91% | 116.77K | 0.00 | 348.00 |
APPLE INCSOLE | Com | 235.86K | SH | $64.12M 5.52% | 233.87K | 0.00 | 1.99K |
MICROSOFT CORPSOLE | Com | 111.73K | SH | $54.04M 4.66% | 110.90K | 0.00 | 830.00 |
ISHARES CORE MSCI EAFE ETFSOLE | Com | 590.54K | SH | $52.83M 4.55% | 587.55K | 0.00 | 2.99K |
BROADCOM INCSOLE | Com | 127.55K | SH | $44.14M 3.80% | 125.67K | 0.00 | 1.88K |
DIMENSIONAL EMERG CORE EQ MKT ETFSOLE | Com | 993.65K | SH | $32.36M 2.79% | 990.70K | 0.00 | 2.96K |
ALPHABET INC CL ASOLE | Com | 96.78K | SH | $30.29M 2.61% | 95.71K | 0.00 | 1.06K |
JPMORGAN CHASE & COSOLE | Com | 76.88K | SH | $24.77M 2.13% | 76.47K | 0.00 | 408.00 |
ISHARES NATL MUNI BOND ETFSOLE | Com | 229.09K | SH | $24.54M 2.11% | 225.57K | 0.00 | 3.51K |
GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETFSOLE | Com | 498.04K | SH | $21.39M 1.84% | 494.92K | 0.00 | 3.12K |
DFA SHORT DURA REAL RET PORTFOLIO FUNDSOLE | Com | 2.01M | SH | $21.13M 1.82% | 2M | 0.00 | 8.73K |
INVESCO KBW BANK PORT ETFSOLE | Com | 248.83K | SH | $20.97M 1.81% | 246.96K | 0.00 | 1.87K |
SCHWAB US DIVIDEND EQUITY ETFSOLE | Com | 759.81K | SH | $20.84M 1.80% | 757.01K | 0.00 | 2.80K |
ISHARES MSCI INTL QUAL FACTOR ETFSOLE | Com | 430.93K | SH | $19.59M 1.69% | 429.90K | 0.00 | 1.02K |
AMAZON COM INCSOLE | Com | 81.77K | SH | $18.87M 1.63% | 81.01K | 0.00 | 760.00 |
VANGUARD MID CAP VALUE ETFSOLE | Com | 102.72K | SH | $18.22M 1.57% | 102K | 0.00 | 720.00 |
VICTORYSHARES FREE CASH FLOW ETFSOLE | Com | 402.35K | SH | $15.84M 1.37% | 400.78K | 0.00 | 1.57K |
VISA INCSOLE | Com | 45.02K | SH | $15.79M 1.36% | 44.82K | 0.00 | 205.00 |
BERKSHIRE HATHAWAY INC BSOLE | Com | 30.45K | SH | $15.31M 1.32% | 30.14K | 0.00 | 307.00 |
CISCO SYSTEMS INCSOLE | Com | 194.17K | SH | $14.96M 1.29% | 192.86K | 0.00 | 1.31K |
FLEXSHARES QUALITY DVD ETFSOLE | Com | 180.93K | SH | $14.62M 1.26% | 179.43K | 0.00 | 1.50K |
GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETFSOLE | Com | 101.78K | SH | $13.47M 1.16% | 101.78K | 0.00 | 0.00 |
ISHARES MSCI EAFE MIN VOL FACTOR ETFSOLE | Com | 149.57K | SH | $12.90M 1.11% | 149.17K | 0.00 | 400.00 |
TJX COMPANIES INCSOLE | Com | 79.37K | SH | $12.19M 1.05% | 77.56K | 0.00 | 1.81K |
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