account_balance
Investment manager · 13F filer · SEC CIK 1632105
Mitchell McLeod Pugh & Williams Inc
Reported value$855Mas of Sep 30, 2026
Positions310 12 new, 9 sold out
Top 10 weight40.4%VUG alone is 7%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
7.1%Added +3%
VOOVanguard Index FDS
6.8%
VTVVanguard Index FDS
5.8%Added +6%
AAPLApple Inc.
4.9%
VOVanguard Index FDS
4.8%Added +5%
MSFTMicrosoft Corp
3.0%Added +9%
NVDANVIDIA Corp
2.6%Trimmed −3%
GOOGLAlphabet Inc.
1.9%Added +6%
VBVanguard Index FDS
1.8%+5%
FBCGFidelity Covington Trust
1.8%+18%
BIVVanguard Bd Index FDS
1.6%
AMZNAmazon.com Inc
1.5%+9%
VUGVanguard Index FDS
7.1%Added +3%
VOOVanguard Index FDS
6.8%
VTVVanguard Index FDS
5.8%+6%
AAPLApple Inc.
4.9%
VOVanguard Index FDS
4.8%+5%
MSFTMicrosoft Corp
3.0%
NVDANVIDIA Corp
2.6%
GOOGL1.9%VB1.8%
FBCG
BIV1.6%
AMZNBoxes 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
VUG Vanguard Index FDS 7.1% Added +3%
VOO Vanguard Index FDS 6.8% Held
VTV Vanguard Index FDS 5.8% Added +6%
AAPL Apple Inc. 4.9% HeldVO Vanguard Index FDS 4.8% Added +5%
MSFT Microsoft Corp 3.0% Added +9%NVDA NVIDIA Corp 2.6% Trimmed −3%GOOGL Alphabet Inc. 1.9% Added +6%VB Vanguard Index FDS 1.8% Added +5%
FBCG Fidelity Covington Trust 1.8% Added +18%
BIV Vanguard Bd Index FDS 1.6% Held
AMZN Amazon.com Inc 1.5% Added +9%What changed
Biggest moves since Jun 30, 2026
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