Mowery & Schoenfeld Wealth Management, LLC: 13F holdings
CIK 20199462026Q2
| Positions | 363 |
|---|---|
| Reported value | $73.4m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PRF INVESCO EXCHANGE TRADED FD T | 129,107 | $7.0m | 9.5% |
| FTEC FIDELITY COVINGTON TRUST | 20,358 | $5.8m | 7.9% |
| DIMENSIONAL ETF TRUST | 91,829 | $4.1m | 5.6% |
| AAPL APPLE INC | 13,871 | $4.0m | 5.5% |
| NVDA NVIDIA CORPORATION | 18,984 | $3.8m | 5.2% |
| GOOGL ALPHABET INC | 10,146 | $3.6m | 4.9% |
| NOBL PROSHARES TR | 49,403 | $2.8m | 3.8% |
| GOOG ALPHABET INC | 6,872 | $2.4m | 3.3% |
| MSFT MICROSOFT CORP | 4,992 | $1.9m | 2.5% |
| LLY ELI LILLY & CO | 1,510 | $1.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2019946")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.