account_balance
Investment manager · 13F filer · SEC CIK 2157691
B.A. Schrock Wealth Management, Inc.
Reported value$274Mas of Sep 30, 2026
Positions132
Top 10 weight29.8%VCLT alone is 5%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
VCLTVanguard Scottsdale FDS
4.6%
VCITVanguard Scottsdale FDS
3.3%
ABBVAbbVie Inc.
3.2%
CRWDCrowdStrike Holdings, Inc.
2.9%
MUMicron Technology Inc
2.9%
AAPLApple Inc.
2.8%
FLOTiShares Tr
2.6%
JEPIJ P Morgan Exchange Traded F
2.5%
AMZNAmazon.com Inc
2.5%
TGTTarget Corp
2.4%
NVDANVIDIA Corp
2.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.3%
VCLTVanguard Scottsdale FDS
4.6%
VCITVanguard Scottsdale FDS
3.3%
ABBVAbbVie Inc.
3.2%
CRWDCrowdStrike Holdings, Inc.
2.9%
MUMicron Technology Inc
2.9%
AAPLApple Inc.
2.8%
FLOTiShares Tr
2.6%
JEPIJ P Morgan Exchange Traded F
2.5%
AMZNAmazon.com Inc
2.5%
TGTTarget Corp
2.4%
NVDANVIDIA Corp
2.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.3%
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
VCLT Vanguard Scottsdale FDS 4.6%
VCIT Vanguard Scottsdale FDS 3.3%
ABBV AbbVie Inc. 3.2% CRWD CrowdStrike Holdings, Inc. 2.9% MU Micron Technology Inc 2.9% AAPL Apple Inc. 2.8% FLOT iShares Tr 2.6%
JEPI J P Morgan Exchange Traded F 2.5%
AMZN Amazon.com Inc 2.5% TGT Target Corp 2.4% NVDA NVIDIA Corp 2.4% TSM Taiwan Semiconductor Manufacturing Co Ltd 2.3% Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.