account_balance
Investment manager · 13F filer · SEC CIK 1927796
Willner & Heller, LLC
Reported value$158Mas of Sep 30, 2026
Positions170 8 new, 3 sold out
Top 10 weight30.6%NVDA alone is 6%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.0%Trimmed −3%
AAPLApple Inc.
3.9%
RDVYFirst Tr Exchange Traded Fd
3.3%
AMDAdvanced Micro Devices Inc
3.2%
MSFTMicrosoft Corp
3.2%
IWFiShares Tr
3.1%
GOOGLAlphabet Inc.
2.2%
AMZNAmazon.com Inc
2.2%
LRCXLam Research Corp
1.9%
ARMArm Holdings PLC
1.7%
CATYCathay General Bancorp
1.6%
AMATApplied Materials Inc
1.5%
NVDANVIDIA Corp
6.0%Trimmed −3%
AAPLApple Inc.
3.9%
RDVYFirst Tr Exchange Traded Fd
3.3%
AMDAdvanced Micro Devices Inc
3.2%
MSFTMicrosoft Corp
3.2%
IWFiShares Tr
3.1%
GOOGLAlphabet Inc.
2.2%
AMZNAmazon.com Inc
2.2%
LRCXLam Research Corp
1.9%
ARM1.7%CATY1.6%AMAT1.5%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 6.0% Trimmed −3%AAPL Apple Inc. 3.9% Held
RDVY First Tr Exchange Traded Fd 3.3% Held
AMD Advanced Micro Devices Inc 3.2% HeldMSFT Microsoft Corp 3.2% HeldIWF iShares Tr 3.1% Held
GOOGL Alphabet Inc. 2.2% HeldAMZN Amazon.com Inc 2.2% HeldLRCX Lam Research Corp 1.9% HeldARM Arm Holdings PLC 1.7% HeldCATY Cathay General Bancorp 1.6% HeldAMAT Applied Materials Inc 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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