Doyle Wealth Management 13F annual report

Doyle Wealth Management is an investment fund managing more than $1.16 billion ran by Todd Youngs. There are currently 158 companies in Mr. Youngs’s portfolio. The largest investments include Ishares Tr and Apple Inc, together worth $174 million.

Limited to 30 biggest holdings

$1.16 billion Assets Under Management (AUM)

As of 8th November 2022, Doyle Wealth Management’s top holding is 2,077,547 shares of Ishares Tr currently worth over $129 million and making up 11.1% of the portfolio value.In addition, the fund holds 322,887 shares of Apple Inc worth $44.6 million, whose value fell approximately 0.1% in the past six months. The third-largest holding is Vanguard Specialized Funds worth $44 million and the next is Microsoft worth $43.5 million, with 186,586 shares owned.

Currently, Doyle Wealth Management's portfolio is worth at least $1.16 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Doyle Wealth Management

The Doyle Wealth Management office and employees reside in St. Petersburg, Florida. According to the last 13-F report filed with the SEC, Todd Youngs serves as the Director of Portfolio Management at Doyle Wealth Management.