account_balance
Investment manager · 13F filer · SEC CIK 2057200
Griffith & Werner, Inc.
Reported value$252Mas of Sep 30, 2026
Positions79 11 new, 3 sold out
Top 10 weight44.8%FDEC alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FDECFirst Tr Exchng Traded Fd Vi
11.3%
SQMXFirst Tr Exchng Traded Fd Vi
4.5%
AMZNAmazon.com Inc
4.2%Added +4%
MSFTMicrosoft Corp
4.1%
AAPLApple Inc.
4.1%
METAMeta Platforms, Inc.
4.0%Added +4%
CCitigroup Inc
3.3%
XOMExxonMobil Holdings Corp
3.2%New
KOCoca-Cola Co
3.1%Added +4%
NVDANVIDIA Corp
3.1%+5%
BACBank of America Corp
3.1%+4%
TAT&T Inc.
2.9%Added +13%
FDECFirst Tr Exchng Traded Fd Vi
11.3%
SQMXFirst Tr Exchng Traded Fd Vi
4.5%
AMZNAmazon.com Inc
4.2%+4%
MSFTMicrosoft Corp
4.1%
AAPLApple Inc.
4.1%
METAMeta Platforms, Inc.
4.0%+4%
CCitigroup Inc
3.3%
XOMExxonMobil Holdings Corp
3.2%
KOCoca-Cola Co
3.1%
NVDA3.1%BAC3.1%T2.9%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
FDEC First Tr Exchng Traded Fd Vi 11.3% Held
SQMX First Tr Exchng Traded Fd Vi 4.5% Held
AMZN Amazon.com Inc 4.2% Added +4%MSFT Microsoft Corp 4.1% HeldAAPL Apple Inc. 4.1% HeldMETA Meta Platforms, Inc. 4.0% Added +4%C Citigroup Inc 3.3% HeldXOM ExxonMobil Holdings Corp 3.2% NewKO Coca-Cola Co 3.1% Added +4%NVDA NVIDIA Corp 3.1% Added +5%BAC Bank of America Corp 3.1% Added +4%T AT&T Inc. 2.9% Added +13%What changed
Biggest moves since Jun 30, 2026
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