account_balance
Investment manager · 13F filer · SEC CIK 2011958
Kuhn & Co Investment Counsel
Reported value$183Mas of Sep 30, 2026
Positions161 15 new, 3 sold out
Top 10 weight33.1%FNDF alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FNDFSchwab Strategic Tr
4.3%Added +4%
VTVVanguard Index FDS
4.2%Added +3%
VUGVanguard Index FDS
3.7%Added +3%
WFCWells Fargo & Company
3.7%Added +88%
AAPLApple Inc.
3.7%
CGGRCapital Group Growth ETF
3.3%
NVDANVIDIA Corp
3.0%Trimmed −10%
LRCXLam Research Corp
2.6%
CGDVCapital Group Dividend Value
2.5%
SPYGSPDR Series Trust
2.0%
LLYELI Lilly & Co
1.9%Trimmed −5%
AMZNAmazon.com Inc
1.9%Added +2%
FNDFSchwab Strategic Tr
4.3%+4%
VTVVanguard Index FDS
4.2%+3%
VUGVanguard Index FDS
3.7%
WFCWells Fargo & Company
3.7%
AAPLApple Inc.
3.7%
CGGRCapital Group Growth ETF
3.3%
NVDANVIDIA Corp
3.0%
LRCXLam Research Corp
2.6%
CGDVCapital Group Dividend Value
2.5%
SPYG2.0%
LLY1.9%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
FNDF Schwab Strategic Tr 4.3% Added +4%
VTV Vanguard Index FDS 4.2% Added +3%
VUG Vanguard Index FDS 3.7% Added +3%
WFC Wells Fargo & Company 3.7% Added +88%AAPL Apple Inc. 3.7% HeldCGGR Capital Group Growth ETF 3.3% Held
NVDA NVIDIA Corp 3.0% Trimmed −10%LRCX Lam Research Corp 2.6% HeldCGDV Capital Group Dividend Value 2.5% Held
SPYG SPDR Series Trust 2.0% Held
LLY ELI Lilly & Co 1.9% Trimmed −5%AMZN Amazon.com Inc 1.9% Added +2%What changed
Biggest moves since Jun 30, 2026
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