account_balance
Investment manager · 13F filer · SEC CIK 1404763
J.w. Cole Advisors, Inc.
Reported value$5.93Bas of Sep 30, 2026
Positions1604 125 new, 114 sold out
Top 10 weight22%AAPL alone is 6%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPL
Apple Inc
5.9%
NVDA
Nvidia Corporation
3.4%
QQQ
Invesco QQQ Tr
2.1%Trimmed
MSFT
Microsoft Corp
2.0%Trimmed
VOO
Vanguard Index FDS
1.8%Added
AMZN
Amazon Com Inc
1.7%
SPY
State STR SPDR S&p 500 Etf T
1.6%
IVV
Ishares Tr
1.5%Added
GOOG
1.0%
VUG
1.0%
1,594 others
78.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed