account_balance
Investment manager · 13F filer · SEC CIK 2157683
Todd Wealth Management, LLC
Reported value$131Mas of Sep 30, 2026
Positions108 4 new, 8 sold out
Top 10 weight41.4%NVDA alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
6.8%
BSTBlackRock Science & Technology Trust
6.0%
RMTRoyce Micro-Cap Trust, Inc.
4.8%
CETCentral Securities Corp
4.6%
AAPLApple Inc.
4.5%
SMHVaneck ETF Trust
3.6%
VGTVanguard World Fd
3.3%Trimmed −3%
AVGOBroadcom Inc.
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.5%
UAPRInnovator Etfs Trust
2.5%Trimmed −26%
AMDAdvanced Micro Devices Inc
2.4%
AMZNAmazon.com Inc
2.4%
NVDANVIDIA Corp
6.8%
BSTBlackRock Science & Technology Trust
6.0%
RMTRoyce Micro-Cap Trust, Inc.
4.8%
CETCentral Securities Corp
4.6%
AAPLApple Inc.
4.5%
SMHVaneck ETF Trust
3.6%
VGTVanguard World Fd
3.3%
AVGOBroadcom Inc.
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.5%
UAPR
AMD2.4%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
NVDA NVIDIA Corp 6.8% HeldBST BlackRock Science & Technology Trust 6.0% HeldRMT Royce Micro-Cap Trust, Inc. 4.8% HeldCET Central Securities Corp 4.6% HeldAAPL Apple Inc. 4.5% Held
SMH Vaneck ETF Trust 3.6% Held
VGT Vanguard World Fd 3.3% Trimmed −3%
AVGO Broadcom Inc. 2.8% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.5% HeldUAPR Innovator Etfs Trust 2.5% Trimmed −26%
AMD Advanced Micro Devices Inc 2.4% HeldAMZN Amazon.com Inc 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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