account_balance
Investment manager · 13F filer · SEC CIK 1035912
Eads & Heald Wealth Management
Reported value$198Mas of Sep 30, 2026
Positions149 9 new, 8 sold out
Top 10 weight19.8%NVDA alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
3.5%Trimmed −9%
LRCXLam Research Corp
2.1%Trimmed −12%
AMDAdvanced Micro Devices Inc
2.0%Trimmed −16%
AAPLApple Inc.
2.0%Trimmed −4%
APHAmphenol Corp
1.9%Trimmed −4%
JPMJPMorgan Chase & Co
1.7%Trimmed −2%
AMZNAmazon.com Inc
1.7%
ADIAnalog Devices Inc
1.7%Trimmed −6%
WMTWalmart Inc.
1.6%
GWWW.W. Grainger, Inc.
1.5%−3%
COSTCostco Wholesale Corp
1.5%
EXPDExpeditors International of Washington Inc
1.5%Trimmed −4%
NVDANVIDIA Corp
3.5%Trimmed −9%
LRCXLam Research Corp
2.1%
AMDAdvanced Micro Devices Inc
2.0%
AAPLApple Inc.
2.0%−4%
APHAmphenol Corp
1.9%−4%
JPMJPMorgan Chase & Co
1.7%−2%
AMZNAmazon.com Inc
1.7%
ADIAnalog Devices Inc
1.7%
WMTWalmart Inc.
1.6%
GWWW.W. Grainger, Inc.
1.5%
COSTCostco Wholesale Corp
1.5%
EXPDExpeditors International of Washington Inc
1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 3.5% Trimmed −9%LRCX Lam Research Corp 2.1% Trimmed −12%AMD Advanced Micro Devices Inc 2.0% Trimmed −16%AAPL Apple Inc. 2.0% Trimmed −4%APH Amphenol Corp 1.9% Trimmed −4%JPM JPMorgan Chase & Co 1.7% Trimmed −2%AMZN Amazon.com Inc 1.7% HeldADI Analog Devices Inc 1.7% Trimmed −6%WMT Walmart Inc. 1.6% HeldGWW W.W. Grainger, Inc. 1.5% Trimmed −3%COST Costco Wholesale Corp 1.5% HeldEXPD Expeditors International of Washington Inc 1.5% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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