Esl Trust Services, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $486 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $73.7M, Spdr Portfolio with a value of $61.1M, American Centy ETF Tr Avantis with a value of $54.4M, Schwab Strategic Tr Us Dividen with a value of $47.9M, and Vanguard Whitehall Fds Intl Di with a value of $47.6M.

Examining the 13F form we can see an increase of $44.1M in the current position value, from $442M to 486M.

Below you can find more details about Esl Trust Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $486 Million
ETFs: $464 Million
Technology: $4.38 Million
Industrials: $4.27 Million
Consumer Cyclical: $2.99 Million
Financial Services: $2.83 Million
Healthcare: $2.26 Million
Consumer Defensive: $1.81 Million
Energy: $1.2 Million
Other: $2.56 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $486 Million
  • Prior Value $442 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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