account_balance
Investment manager · 13F filer · SEC CIK 1836506
Mitchell & Pahl Private Wealth, LLC
Reported value$277Mas of Sep 30, 2026
Positions147 0 new, 2 sold out
Top 10 weight21.5%AAPL alone is 3%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.2%Trimmed −6%
MSFTMicrosoft Corp
2.8%
STXSeagate Technology Holdings PLC
2.6%
AVGOBroadcom Inc.
2.2%
VLOValero Energy Corp
2.1%
PSXPhillips 66
1.9%
XOMExxonMobil Holdings Corp
1.9%
JNJJohnson & Johnson
1.8%
CSCOCisco Systems, Inc.
1.6%
TXNTexas Instruments Inc
1.5%
ABBVAbbVie Inc.
1.5%
GSGoldman Sachs Group Inc
1.5%
AAPLApple Inc.
3.2%−6%
MSFTMicrosoft Corp
2.8%
STXSeagate Technology Holdings PLC
2.6%
AVGOBroadcom Inc.
2.2%
VLOValero Energy Corp
2.1%
PSXPhillips 66
1.9%
XOMExxonMobil Holdings Corp
1.9%
JNJJohnson & Johnson
1.8%
CSCOCisco Systems, Inc.
1.6%
TXNTexas Instruments Inc
1.5%
ABBVAbbVie Inc.
1.5%
GSGoldman Sachs Group 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
AAPL Apple Inc. 3.2% Trimmed −6%MSFT Microsoft Corp 2.8% HeldSTX Seagate Technology Holdings PLC 2.6% HeldAVGO Broadcom Inc. 2.2% HeldVLO Valero Energy Corp 2.1% HeldPSX Phillips 66 1.9% HeldXOM ExxonMobil Holdings Corp 1.9% HeldJNJ Johnson & Johnson 1.8% HeldCSCO Cisco Systems, Inc. 1.6% HeldTXN Texas Instruments Inc 1.5% HeldABBV AbbVie Inc. 1.5% HeldGS Goldman Sachs Group Inc 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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