account_balance

Investment manager · 13F filer · SEC CIK 1080369

Gw Henssler & Associates Ltd

Reported value$2.3Bas of Sep 30, 2026
Positions224 18 new, 62 sold out
Top 10 weight31.2%BUFD alone is 5%
FiledOct 2626 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
BUFD First Tr Exchng Traded Fd Vi 5.4% Held
AAPL Apple Inc. 4.8% Held
AVDE American Centy ETF Tr 4.1% Held
NVDA NVIDIA Corp 3.1% HeldMSFT Microsoft Corp 3.0% HeldGOOGL Alphabet Inc. 2.9% HeldANET Arista Networks, Inc. 2.3% Trimmed −3%
FMDE Fidelity Covington Trust 2.2% Held
AMZN Amazon.com Inc 1.8% Added +2%
GRPM Invesco Exchange Traded Fd T 1.7% Held
TRV Travelers Companies, Inc. 1.5% Trimmed −2%
AVEM American Centy ETF Tr 1.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 26, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist