Colonial Trust Advisors
All 13F Filings
- Location
- Spartanburg, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,328,906
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 713 | 1,328,906 | 13F-HR | Colonial Trust Advisors |
| Q3 2025 | 11/10/2025 | 684 | 1,298,263 | 13F-HR | Colonial Trust Advisors |
| Q2 2025 | 8/13/2025 | 698 | 1,210,244 | 13F-HR | Colonial Trust Advisors |
| Q1 2014 | 5/15/2014 | 134 | 319,800 | 13F-HR | Colonial Asset Management, Inc. |
| Q4 2013 | 2/14/2014 | 114 | 318,397 | 13F-HR | Colonial Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.076 M | 81.0% | 11.3 K | 0 | 11.3 K |
| ETFs | 252.9 K | 19.0% | 19.35 K | 0 | 19.35 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,328,906
Holdings
713
QoQ value change ($000)
30,643
(2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.