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Smithfield Trust Co.
Smithfield Trust Company is a private trust company headquartered in Pittsburgh, Pennsylvania, chartered under Pennsylvania law since 1996. It focuses on providing family office solutions, including trust and fiduciary services, investment management, estate administration, and tax and charitable planning. The firm differentiates itself with a personal, high-touch approach centered on minimizing conflicts of interest and adhering to a high fiduciary standard. Smithfield Trust serves individuals, families, foundations, endowments, and employee benefit plans both across the United States and internationally, with approximately 23 employees.
Investment Strategy
Smithfield Trust Company emphasizes a holistic investment strategy that is fully integrated with its tax and trust services, aiming to both grow and protect client wealth. The firm's approach is deeply client-centric, leveraging close, long-term relationships to provide customized advice and solutions. As a fiduciary, Smithfield adheres to the highest standards in managing assets, minimizing conflicts of interest, and ensuring that strategies are aligned with the goals, legacy, and best interests of each client. Investment management is part of a broad continuum of coordinated services, intentionally designed to create synergies across wealth, tax, estate, and charitable planning.
Latest 13F Filing Activity
Smithfield Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 1,027 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Invesco QQQ TR, Microsoft Corp. among other positions. Smithfield Trust Co. reduced exposure to Proshares TR, Apple Inc., SPDR Ser TR among others.
Top Holdings
Equity Positions (1,027)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.34% | $240.0M | 422,419 | $258.73 | $568.03 | +$25.0M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.68% | $120.1M | 2,043,482 | $59.27 | $58.78 | +$59.0K |
B BSV | VANGUARD BD INDEX FDS | 4.79% | $101.5M | 1,289,516 | $79.76 | $78.70 | -$1.8M |
S SHY | ISHARES TR | 4.30% | $91.1M | 1,099,630 | $81.57 | $82.86 | +$161.0K |
V VCSH | VANGUARD SCOTTSDALE FDS | 3.57% | $75.5M | 949,420 | $77.33 | $79.50 | +$24.0K |
Industry Allocation
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