account_balance
Investment manager · 13F filer · SEC CIK 2019946
Mowery & Schoenfeld Wealth Management, LLC
Reported value$89.6Mas of Sep 30, 2026
Positions365 41 new, 39 sold out
Top 10 weight53.7%PRF alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PRFInvesco Exchange Traded Fd T
9.5%Added +21%
FTECFidelity Covington Trust
8.8%Added +29%
FLOTiShares Tr
6.3%Added +645%
AAPLApple Inc.
5.2%
ESNNorthern LTS Fd Tr II
5.1%Added +227%
DFACDimensional ETF Trust
5.1%Added +11%
NVDANVIDIA Corp
4.5%Trimmed −7%
GOOGLAlphabet Inc.
3.9%
MSFTMicrosoft Corp
2.8%
GOOGAlphabet Inc.
2.5%−3%
JPMJPMorgan Chase & Co
2.5%+341%
TMEDT Rowe Price Exchange-Traded
2.4%New
PRFInvesco Exchange Traded Fd T
9.5%Added +21%
FTECFidelity Covington Trust
8.8%Added +29%
FLOTiShares Tr
6.3%Added +645%
AAPLApple Inc.
5.2%
ESNNorthern LTS Fd Tr II
5.1%+227%
DFACDimensional ETF Trust
5.1%
NVDANVIDIA Corp
4.5%
GOOGLAlphabet Inc.
3.9%
MSFT2.8%GOOG2.5%JPM2.5%TMED2.4%
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
PRF Invesco Exchange Traded Fd T 9.5% Added +21%
FTEC Fidelity Covington Trust 8.8% Added +29%
FLOT iShares Tr 6.3% Added +645%
AAPL Apple Inc. 5.2% HeldESN Northern LTS Fd Tr II 5.1% Added +227%
DFAC Dimensional ETF Trust 5.1% Added +11%
NVDA NVIDIA Corp 4.5% Trimmed −7%GOOGL Alphabet Inc. 3.9% HeldMSFT Microsoft Corp 2.8% HeldGOOG Alphabet Inc. 2.5% Trimmed −3%JPM JPMorgan Chase & Co 2.5% Added +341%TMED T Rowe Price Exchange-Traded 2.4% New
What changed
Biggest moves since Jun 30, 2026
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