account_balance
Investment manager · 13F filer · SEC CIK 2109295
Dougherty & Associates, LLC
Reported value$127Mas of Sep 30, 2026
Positions49 0 new, 3 sold out
Top 10 weight63.7%NVDA alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
12.4%
VGTVanguard World Fd
8.6%Added +4%
RCLRoyal Caribbean Cruises Ltd
7.8%
PFXFVaneck ETF Trust
7.2%Added +3%
VOOVanguard Index FDS
6.3%
GOOGLAlphabet Inc.
6.0%
PANWPalo Alto Networks Inc
4.3%Trimmed −4%
AAPLApple Inc.
4.2%Added +3%
AMZNAmazon.com Inc
3.4%+3%
MSFTMicrosoft Corp
3.3%−2%
METAMeta Platforms, Inc.
2.6%Added +7%
ANGLVaneck ETF Trust
2.4%+17%
NVDANVIDIA Corp
12.4%
VGTVanguard World Fd
8.6%Added +4%
RCLRoyal Caribbean Cruises Ltd
7.8%
PFXFVaneck ETF Trust
7.2%
VOOVanguard Index FDS
6.3%
GOOGLAlphabet Inc.
6.0%
PANWPalo Alto Networks Inc
4.3%
AAPLApple Inc.
4.2%
AMZNMSFTMETAANGL
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 12.4% Held
VGT Vanguard World Fd 8.6% Added +4%
RCL Royal Caribbean Cruises Ltd 7.8% HeldPFXF Vaneck ETF Trust 7.2% Added +3%
VOO Vanguard Index FDS 6.3% Held
GOOGL Alphabet Inc. 6.0% HeldPANW Palo Alto Networks Inc 4.3% Trimmed −4%AAPL Apple Inc. 4.2% Added +3%AMZN Amazon.com Inc 3.4% Added +3%MSFT Microsoft Corp 3.3% Trimmed −2%META Meta Platforms, Inc. 2.6% Added +7%ANGL Vaneck ETF Trust 2.4% Added +17%
What changed
Biggest moves since Jun 30, 2026
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