ESL Trust Services, LLC - Portfolio overview

ESL Trust Services, LLC has 331 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 (MKT), 28.71%
2. AVLV - AVANTIS US LARGE CAP VALUE ETF, 14.87%
3. AVDE - AVANTIS INTL EQ ETF, 13.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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