account_balance
Investment manager · 13F filer · SEC CIK 2011771
Duncan Williams Asset Management, LLC
Reported value$462Mas of Sep 30, 2026
Positions174 14 new, 12 sold out
Top 10 weight57.7%VUG alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Growth ETF
12.1%
DGRWWisdomtree US Quality Dividend Growth Fund
11.5%Added +2%
IUSViShares Core S&P US Value ETF
7.1%Added +5%
AVNMAvantis All International Markets Equity ETF
6.9%Added +7%
FMDEFidelity Enhanced Mid Cap Core ETF
5.3%Added +14%
AAPLApple Inc.
4.1%Trimmed −5%
GSSCTr Activebeta US Small Cap Equity ETF
3.1%Added +5%
VEAVanguard Ftse Developed Markets ETF
2.9%
VOOVanguard S&P 500 ETF
2.4%
VTVVanguard Value ETF
2.3%
MSFTMicrosoft Corp
2.1%+12%
SCHDSchwab US Dividend Equity ETF
1.9%
VUGVanguard Growth ETF
12.1%
DGRWWisdomtree US Quality Dividend Growth Fund
11.5%Added +2%
IUSViShares Core S&P US Value ETF
7.1%+5%
AVNMAvantis All International Markets Equity ETF
6.9%+7%
FMDEFidelity Enhanced Mid Cap Core ETF
5.3%+14%
AAPLApple Inc.
4.1%
GSSCTr Activebeta US Small Cap Equity ETF
3.1%
VEAVanguard Ftse Developed Markets ETF
2.9%
VOO2.4%
VTV2.3%
MSFTSCHD
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
VUG Vanguard Growth ETF 12.1% Held
DGRW Wisdomtree US Quality Dividend Growth Fund 11.5% Added +2%
IUSV iShares Core S&P US Value ETF 7.1% Added +5%
AVNM Avantis All International Markets Equity ETF 6.9% Added +7%
FMDE Fidelity Enhanced Mid Cap Core ETF 5.3% Added +14%
AAPL Apple Inc. 4.1% Trimmed −5%GSSC Tr Activebeta US Small Cap Equity ETF 3.1% Added +5%
VEA Vanguard Ftse Developed Markets ETF 2.9% Held
VOO Vanguard S&P 500 ETF 2.4% Held
VTV Vanguard Value ETF 2.3% Held
MSFT Microsoft Corp 2.1% Added +12%SCHD Schwab US Dividend Equity ETF 1.9% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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