Janney Montgomery Scott LLC

PHILADELPHIA, PA · CIK 1329948 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityJANNEY MONTGOMERY SCOTT LLC (US)

Kindwealth
Others nearbyPhiladelphia, PA, Pittsburgh, PA, Charlotte, NC, New York, NY, Palm Beach Gardens, FL, Mount Laurel, NJ
FamilyJanney Montgomery Scott LLC · 2 related pages

$51.6bn reported value +27.8% vs Q1 2026

3,105positions

16.9%in top 10

478 new 1,412 added 1,124 reduced 113 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	4,956,780	$1.4bn2.78%	2.78%	Added +163.9k	+163,853 3.4%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	1,840,976	$1.4bn2.67%	2.67%	Added +428.1k	+428,076 30.3%
3	NVIDIA CORPORATION COM NVDA	NVDA	4,692,290	$938.9m1.82%	1.82%	Added +214.6k	+214,621 4.8%
4	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,799,566	$914.4m1.77%	1.77%	Added +71.7k	+71,712 1.5%
5	MICROSOFT CORP COM MSFT	MSFT	2,289,585	$854.1m1.65%	1.65%	Added +51.1k	+51,099 2.3%
6	BROADCOM INC COM AVGO	AVGO	1,784,681	$674.2m1.31%	1.31%	Added +10.0k	+9,993 0.6%
7	AMAZON COM INC COM AMZN	AMZN	2,762,750	$658.5m1.27%	1.27%	Added +12.8k	+12,784 0.5%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,835,129	$655.8m1.27%	1.27%	Added +55.6k	+55,634 3.1%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	852,815	$628.0m1.22%	1.22%	Added +2.1k	+2,130 0.2%
10	JPMORGAN CHASE & CO COM JPM	JPM	1,785,762	$584.5m1.13%	1.13%	Added +7.6k	+7,564 0.4%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	717,543	$535.8m1.04%	1.04%	New
12	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	9,549,563	$512.0m0.99%	0.99%	Added +294.7k	+294,718 3.2%
13	ISHARES TR CORE TOTAL USD IUSB	IUSB	10,566,952	$487.7m0.94%	0.94%	Added +2.9m	+2,853,465 37.0%
14	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	3,594,171	$484.2m0.94%	0.94%	New
15	ALPHABET INC CAP STK CL C GOOG	GOOG	1,313,878	$464.2m0.90%	0.90%	New
16	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,115,856	$386.9m0.75%	0.75%	New
17	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	2,319,229	$368.0m0.71%	0.71%	Reduced -42.0k	-41,954 -1.8%
18	ELI LILLY & CO COM LLY	LLY	298,453	$358.0m0.69%	0.69%	Added +13.2k	+13,207 4.6%
19	JOHNSON & JOHNSON COM JNJ	JNJ	1,314,931	$334.0m0.65%	0.65%	Reduced -51.1k	-51,079 -3.7%
20	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	3,098,831	$332.0m0.64%	0.64%	Reduced -612.6k	-612,555 -16.5%
21	ISHARES TR S&P 500 GRWT ETF IVW	IVW	2,413,813	$332.0m0.64%	0.64%	Reduced -2.8k	-2,761 -0.1%
22	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	3,867,900	$323.9m0.63%	0.63%	Reduced -151.3k	-151,321 -3.8%
23	META PLATFORMS INC CL A META	META	561,995	$316.6m0.61%	0.61%	Added +11.4k	+11,382 2.1%
24	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,958,777	$309.5m0.60%	0.60%	Added +8.9k	+8,904 0.5%
25	ISHARES TR CORE MSCI EURO IEUR	IEUR	4,111,786	$309.1m0.60%	0.60%	New
26	ABBVIE INC COM ABBV	ABBV	1,209,439	$304.3m0.59%	0.59%	Added +2.2k	+2,161 0.2%
27	CATERPILLAR INC COM CAT	CAT	284,923	$303.4m0.59%	0.59%	Reduced -4.5k	-4,478 -1.6%
28	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	4,364,364	$296.8m0.57%	0.57%	Added +145.1k	+145,128 3.4%
29	VISA INC COM CL A V	V	853,450	$292.8m0.57%	0.57%	Added +25.5k	+25,507 3.1%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	423,413	$290.8m0.56%	0.56%	Added +36.8k	+36,828 9.5%
31	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,335,977	$279.2m0.54%	0.54%	Added +94.8k	+94,753 4.2%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	538,783	$269.6m0.52%	0.52%	Added +10.1k	+10,104 1.9%
33	WALMART INC COM WMT	WMT	2,345,146	$265.6m0.51%	0.51%	Reduced -71.4k	-71,434 -3.0%
34	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	2,060,897	$263.4m0.51%	0.51%	Added +257.0k	+257,044 14.2%
35	CISCO SYS INC COM CSCO	CSCO	2,221,708	$261.0m0.51%	0.51%	Added +40.2k	+40,242 1.8%
36	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,149,138	$260.9m0.51%	0.51%	Reduced -200.1k	-200,092 -14.8%
37	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,583,905	$255.4m0.49%	0.49%	Added +123.8k	+123,827 3.6%
38	ISHARES INC CORE MSCI EMKT IEMG	IEMG	2,692,408	$223.0m0.43%	0.43%	Reduced -913.6k	-913,579 -25.3%
39	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,497,464	$222.1m0.43%	0.43%	Reduced -107.5k	-107,507 -6.7%
40	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,293,303	$221.5m0.43%	0.43%	Reduced -72.3k	-72,332 -3.1%
41	EXXON MOBIL CORP COM XOM	XOM	1,562,930	$213.7m0.41%	0.41%	Added +23.2k	+23,187 1.5%
42	MERCK & CO INC COM MRK	MRK	1,655,632	$212.7m0.41%	0.41%	Reduced -24.0k	-24,032 -1.4%
43	EATON CORP PLC SHS ETN	ETN	487,988	$207.9m0.40%	0.40%	New
44	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	2,622,076	$207.2m0.40%	0.40%	New
45	CHEVRON CORP NEW COM CVX	CVX	1,248,540	$207.0m0.40%	0.40%	Reduced -2.6k	-2,562 -0.2%
46	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	425,753	$203.3m0.39%	0.39%	Added +1.8k	+1,818 0.4%
47	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	953,608	$202.9m0.39%	0.39%	Added +122.7k	+122,680 14.8%
48	ISHARES TR 3 7 YR TREAS BD IEI	IEI	1,709,213	$200.7m0.39%	0.39%	Reduced -135.6k	-135,574 -7.3%
49	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	697,737	$196.2m0.38%	0.38%	Added +8.8k	+8,819 1.3%
50	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	1,783,310	$189.6m0.37%	0.37%	Added +65.2k	+65,177 3.8%
51	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	1,611,333	$189.0m0.37%	0.37%	New
52	ISHARES TR 20 YR TR BD ETF TLT	TLT	2,169,014	$187.4m0.36%	0.36%	Added +755.4k	+755,381 53.4%
53	HOME DEPOT INC COM HD	HD	526,645	$185.7m0.36%	0.36%	Reduced -2.4k	-2,387 -0.5%
54	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	3,766,491	$176.8m0.34%	0.34%	Added +197.7k	+197,668 5.5%
55	ISHARES TR MSCI USA MMENTM MTUM	MTUM	499,697	$171.3m0.33%	0.33%	Reduced -101.7k	-101,711 -16.9%
56	NEXTERA ENERGY INC COM NEE	NEE	1,945,219	$170.7m0.33%	0.33%	Reduced -57.6k	-57,553 -2.9%
57	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	3,393,461	$167.2m0.32%	0.32%	Added +113.1k	+113,067 3.5%
58	J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF JBND	JBND	3,109,788	$166.4m0.32%	0.32%	Added +940.2k	+940,160 43.3%
59	PROCTER AND GAMBLE CO COM PG	PG	1,124,238	$164.9m0.32%	0.32%	Added +1.3k	+1,335 0.1%
60	ISHARES TR US TREAS BD ETF GOVT	GOVT	7,210,378	$164.3m0.32%	0.32%	Added +621.8k	+621,832 9.4%
61	MICRON TECHNOLOGY INC COM MU	MU	141,607	$163.5m0.32%	0.32%	Added +601	+601 0.4%
62	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	3,089,344	$162.9m0.32%	0.32%	Reduced -632.5k	-632,483 -17.0%
63	LAM RESEARCH CORP COM NEW LRCX	LRCX	365,882	$158.5m0.31%	0.31%	Added +13.1k	+13,061 3.7%
64	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	3,487,951	$158.1m0.31%	0.31%	Added +56.1k	+56,123 1.6%
65	PNC FINL SVCS GROUP INC COM PNC	PNC	618,232	$152.2m0.29%	0.29%	Added +17.4k	+17,366 2.9%
66	ISHARES TR MBS ETF MBB	MBB	1,599,915	$151.2m0.29%	0.29%	Added +139.7k	+139,650 9.6%
67	ISHARES TR EAFE GRWTH ETF EFG	EFG	1,204,921	$149.9m0.29%	0.29%	Added +63.9k	+63,923 5.6%
68	GOLDMAN SACHS GROUP INC COM GS	GS	146,763	$148.4m0.29%	0.29%	New
69	CORNING INC COM GLW	GLW	574,635	$146.8m0.28%	0.28%	Reduced -33.1k	-33,130 -5.5%
70	RTX CORPORATION COM RTX	RTX	773,249	$146.7m0.28%	0.28%	Added +5.0k	+4,965 0.7%
71	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	1,525,461	$145.6m0.28%	0.28%	Added +22.8k	+22,759 1.5%
72	AMGEN INC COM AMGN	AMGN	401,226	$145.3m0.28%	0.28%	Reduced -14.8k	-14,784 -3.5%
73	VANGUARD INDEX FDS VALUE ETF VTV	VTV	656,703	$143.1m0.28%	0.28%	Added +311.4k	+311,410 90.2%
74	ISHARES TR EXPND TEC SC ETF IGM	IGM	873,191	$142.8m0.28%	0.28%	Reduced -124.9k	-124,914 -12.5%
75	MASTERCARD INCORPORATED CL A MA	MA	273,156	$140.3m0.27%	0.27%	Added +11.2k	+11,151 4.3%
76	APPLIED MATLS INC COM AMAT	AMAT	190,753	$137.9m0.27%	0.27%	Reduced -33.2k	-33,159 -14.8%
77	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	580,039	$137.2m0.27%	0.27%	Reduced -5.8k	-5,763 -1.0%
78	MCDONALDS CORP COM MCD	MCD	499,492	$135.0m0.26%	0.26%	Added +46.2k	+46,212 10.2%
79	PALO ALTO NETWORKS INC COM PANW	PANW	393,652	$134.2m0.26%	0.26%	Reduced -16.7k	-16,749 -4.1%
80	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,654,013	$133.3m0.26%	0.26%	Added +115.3k	+115,289 7.5%
81	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	2,348,909	$132.7m0.26%	0.26%	Reduced -451.4k	-451,379 -16.1%
82	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	1,623,440	$131.6m0.25%	0.25%	Added +74.6k	+74,623 4.8%
83	TESLA INC COM TSLA	TSLA	309,478	$130.2m0.25%	0.25%	Added +17.0k	+16,954 5.8%
84	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	1,574,842	$129.9m0.25%	0.25%	Added +91.0k	+90,975 6.1%
85	COCA COLA CO COM KO	KO	1,597,473	$129.8m0.25%	0.25%	Added +3.2k	+3,242 0.2%
86	ISHARES TR 7-10 YR TRSY BD IEF	IEF	1,371,260	$129.7m0.25%	0.25%	Added +82.5k	+82,470 6.4%
87	PEPSICO INC COM PEP	PEP	954,271	$129.2m0.25%	0.25%	New
88	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	2,115,465	$126.3m0.24%	0.24%	Added +27.7k	+27,666 1.3%
89	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	1,270,516	$125.3m0.24%	0.24%	Reduced -287.9k	-287,860 -18.5%
90	COSTCO WHSL CORP NEW COM COST	COST	132,882	$124.3m0.24%	0.24%	Added +2.4k	+2,444 1.9%
91	ISHARES TR ISHARES BIOTECH IBB	IBB	653,390	$124.3m0.24%	0.24%	Added +572	+572 0.1%
92	ISHARES TR CORE HIGH DV ETF HDV	HDV	4,486,897	$123.0m0.24%	0.24%	Added +17.5k	+17,467 0.4%
93	ISHARES TR 10-20 YR TRS ETF TLH	TLH	1,220,050	$122.4m0.24%	0.24%	Reduced -271.7k	-271,697 -18.2%
94	GE VERNOVA INC COM GEV	GEV	103,718	$121.9m0.24%	0.24%	Added +5.4k	+5,422 5.5%
95	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	5,312,377	$118.4m0.23%	0.23%	Added +396.6k	+396,556 8.1%
96	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	2,328,091	$118.3m0.23%	0.23%	Added +2.1m	+2,074,750 819.0%
97	ISHARES TR RUSSELL 2000 ETF IWM	IWM	387,050	$116.3m0.23%	0.23%	Added +6.3k	+6,280 1.6%
98	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	1,458,706	$115.8m0.22%	0.22%	New
99	ADVANCED MICRO DEVICES INC COM AMD	AMD	196,985	$114.4m0.22%	0.22%	Reduced -4.2k	-4,160 -2.1%
100	PHILIP MORRIS INTL INC COM PM	PM	619,899	$112.1m0.22%	0.22%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		187,920	$85.0m187.9k shares
DUPONT DE NEMOURS INC DWDP	DWDP	253,038	$34.8m253.0k shares
INVESCO EXCH TRADED FD TR II TBLL	TBLL	142,517	$15.0m142.5k shares
INVESCO EXCHANGE TRADED FD T PYZ	PYZ	47,370	$5.7m47.4k shares
COTERRA ENERGY INC CTRA	CTRA	146,762	$5.2m146.8k shares
CARNIVAL CORP		175,983	$4.6m176.0k shares
CLEARWAY ENERGY INC		98,980	$3.9m99.0k shares
VANECK ETF TRUST MOTI	MOTI	110,871	$3.8m110.9k shares
INNOVATOR ETFS TRUST ISEP	ISEP	65,963	$2.2m66.0k shares
AMERICAN SUPERCONDUCTOR CORP AMSC	AMSC	56,946	$1.9m56.9k shares
HOLOGIC INC HOLX	HOLX	22,680	$1.7m22.7k shares
NUVEEN PENNSYLVANIA QLT MUN XNQPX	XNQPX	142,639	$1.7m142.6k shares
SOMNIGROUP INTERNATIONAL INC SGI	SGI	19,091	$1.4m19.1k shares
PEABODY ENERGY CORP BTU	BTU	40,041	$1.3m40.0k shares
OPERA LTD OPRA	OPRA	90,817	$1.3m90.8k shares
FIRST TR EXCHANGE TRAD FD VI FAAR	FAAR	36,140	$1.2m36.1k shares
PILGRIMS PRIDE CORP PPC	PPC	30,700	$1.2m30.7k shares
LIBERTY BROADBAND CORP LBRDK	LBRDK	21,802	$1.1m21.8k shares
NICE LTD NICE	NICE	9,811	$1.1m9.8k shares
CLEARWATER ANALYTICS HLDGS I		41,245	$975.0k41.2k shares
PIPER SANDLER COMPANIES PIPR	PIPR	10,609	$812.0k10.6k shares
ASTRANA HEALTH INC ASTH	ASTH	32,451	$796.0k32.5k shares
UDEMY INC UDMY	UDMY	169,615	$784.0k169.6k shares
BLACKROCK ETF TRUST II CLOA	CLOA	14,865	$771.0k14.9k shares
STRIDE INC LRN	LRN	8,429	$743.0k8.4k shares