Q2 2026 13F · SEC CIK 1329948

Janney Montgomery Scott LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $51.6B
Reported positions: 3,104
Top holdings a year, 3 yrs: +20.9%
Assets under management: $110.1B

Janney Montgomery Scott LLC is a wealth manager that reported 3,104 positions worth $51.6B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Apple Inc (AAPL, 2.8%), Ishares Tr (IVV, 2.7%), Nvidia Corporation (NVDA, 1.8%). A portfolio copying its top holdings returned 20.9% a year over the last 3 years, against 20.4% for the S&P 500.

Janney Montgomery Scott LLC holdings largest 50 of 3,104 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Janney Montgomery Scott LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	2.8%	3.0%	4,956,780	+3.4%	$1.4B
IVVIshares Tr	2.7%	2.3%	1,840,976	+30.3%	$1.4B
NVDANvidia Corporation	1.8%	1.9%	4,692,290	+4.8%	$938.9M
XLKSelect Sector Spdr Tr	1.8%	1.6%	4,799,566	+1.5%	$914.4M
MSFTMicrosoft Corp	1.7%	2.1%	2,289,585	+2.3%	$854.1M
AVGOBroadcom Inc	1.3%	1.4%	1,784,681	+0.6%	$674.2M
AMZNAmazon Com Inc	1.3%	1.4%	2,762,750	+0.5%	$658.5M
GOOGLAlphabet Inc	1.3%	1.3%	1,835,129	+3.1%	$655.8M
QQQInvesco Qqq Tr	1.2%	1.2%	852,815	+0.3%	$628.0M
JPMJpmorgan Chase & Co	1.1%	1.3%	1,785,762	+0.4%	$584.5M
SPYState Str Spdr S&p 500 ETF T	1.0%	—	717,543	—	$535.8M
XLFSelect Sector Spdr Tr	1.0%	1.1%	9,549,563	+3.2%	$512.0M
IUSBIshares Tr	0.9%	0.9%	10,566,952	+37.0%	$487.7M
BBUSJ P Morgan Exchange Traded F	0.9%	—	3,594,171	—	$484.2M
GOOGAlphabet Inc	0.9%	—	1,313,878	—	$464.2M
IWFIshares Tr	0.7%	—	3,115,856	—	$386.9M
XLVSelect Sector Spdr Tr	0.7%	0.9%	2,319,229	-1.8%	$368.0M
LLYEli Lilly & Co	0.7%	0.6%	298,453	+4.6%	$358.0M
JNJJohnson & Johnson	0.6%	0.8%	1,314,931	-3.7%	$334.0M
XLCSelect Sector Spdr Tr	0.6%	1.0%	3,098,831	-16.5%	$332.0M
IVWIshares Tr	0.6%	0.7%	2,413,813	-0.1%	$332.0M
VEUVanguard Intl Equity Index F	0.6%	0.7%	3,867,900	-3.8%	$323.9M
METAMeta Platforms Inc	0.6%	0.8%	561,995	+2.1%	$316.6M
VYMVanguard Whitehall Fds	0.6%	0.7%	1,958,777	+0.5%	$309.5M
IEURIshares Core Msci Europeetf	0.6%	—	4,111,786	—	$309.1M
ABBVAbbvie Inc	0.6%	0.7%	1,209,439	+0.2%	$304.3M
CATCaterpillar Inc	0.6%	0.5%	284,923	-1.5%	$303.4M
DYNFBlackrock ETF Trust	0.6%	0.6%	4,364,364	+3.4%	$296.8M
VVisa Inc	0.6%	0.6%	853,450	+3.1%	$292.8M
VOOVanguard Index Fds	0.6%	0.6%	423,413	+9.5%	$290.8M
VGTVanguard World Fd	0.5%	0.5%	2,335,977	+733.8%	$279.2M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	538,783	+1.9%	$269.6M
WMTWalmart Inc	0.5%	0.7%	2,345,146	-3.0%	$265.6M
VONGVanguard Scottsdale Fds	0.5%	0.5%	2,060,897	+14.2%	$263.4M
CSCOCisco Sys Inc	0.5%	0.4%	2,221,708	+1.8%	$261.0M
IVEIshares Tr	0.5%	0.7%	1,149,138	-14.8%	$260.9M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.5%	3,583,905	+3.6%	$255.4M
IEMGIshares Inc	0.4%	0.6%	2,692,408	-25.3%	$223.0M
IJRIshares Tr	0.4%	0.5%	1,497,464	-6.7%	$222.1M
IEFAIshares Tr	0.4%	0.5%	2,293,303	-3.1%	$221.5M
XOMExxon Mobil Corp	0.4%	0.6%	1,562,930	+1.5%	$213.7M
MRKMerck & Co Inc	0.4%	0.5%	1,655,632	-1.4%	$212.7M
ETNEaton Corp PLC	0.4%	—	487,988	—	$207.9M
VCSHVanguard Scottsdale Fds	0.4%	—	2,622,076	—	$207.2M
CVXChevron Corporation	0.4%	0.6%	1,248,540	-0.2%	$207.0M
TSMTaiwan Semiconductor Manufac	0.4%	—	425,753	—	$203.3M
RSPInvesco Exchange Traded Fd T	0.4%	0.4%	953,608	+14.8%	$202.9M
IEIIshares Tr	0.4%	0.5%	1,709,213	-7.3%	$200.7M
IBMInternational Business Machs	0.4%	0.4%	697,737	+1.3%	$196.2M
VONVVanguard Scottsdale Fds	0.4%	0.4%	1,783,310	+3.8%	$189.6M

What Janney Montgomery Scott LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: +20.9% /yr; S&P 500 +20.4%
5 years: +10.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$51.6B	3,104
Q1 2026	$40.4B	2,738
Q4 2025	$43.6B	2,908
Q3 2025	$42.2B	2,851
Q2 2025	$38.3B	2,697
Q1 2025	$35.3B	2,663
Q4 2024	$36.1B	2,678
Q3 2024	$35.8B	2,651
Q2 2024	$32.8B	2,599
Q1 2024	$33.6B	2,712
Q4 2023	$30.8B	2,619
Q3 2023	$26.8B	2,551

Questions about Janney Montgomery Scott LLC's portfolio

What stocks does Janney Montgomery Scott LLC own?

Janney Montgomery Scott LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 3,104 positions worth $51.6B. The largest are Apple Inc (AAPL) at 2.8%, Ishares Tr (IVV) at 2.7%, Nvidia Corporation (NVDA) at 1.8%, Select Sector Spdr Tr (XLK) at 1.8% and Microsoft Corp (MSFT) at 1.7%.

What did Janney Montgomery Scott LLC buy last quarter?

In Q2 2026, Janney Montgomery Scott LLC added Vanguard World Fd (VGT) (+733.8% shares), Ishares Tr (IUSB) (+37.0% shares) and Ishares Tr (IVV) (+30.3% shares), compared with its Q1 2026 filing.

What did Janney Montgomery Scott LLC sell last quarter?

In Q2 2026, Janney Montgomery Scott LLC cut from its top 50 Select Sector Spdr Tr (XLP), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Nextera Energy Inc (NEE), cut from its top 50 Home Depot Inc (HD), cut from its top 50 J P Morgan Exchange Traded F (JCPB), Ishares Inc (IEMG) (-25.3% shares), Select Sector Spdr Tr (XLC) (-16.5% shares) and Ishares Tr (IVE) (-14.8% shares), compared with its Q1 2026 filing.

How has Janney Montgomery Scott LLC's portfolio performed?

A portfolio copying Janney Montgomery Scott LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.3% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is Janney Montgomery Scott LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Janney Montgomery Scott LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Janney Montgomery Scott LLC manage?

Janney Montgomery Scott LLC reported $110.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $51.6B.