account_balance
Investment manager · 13F filer · SEC CIK 934745
Weatherly Asset Management L. P.
Reported value$1.42Bas of Sep 30, 2026
Positions188 10 new, 10 sold out
Top 10 weight51.8%LLY alone is 22%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
22.1%
AAPLApple Inc.
7.2%Trimmed −2%
AMZNAmazon.com Inc
3.7%
PANWPalo Alto Networks Inc
3.5%Trimmed −6%
MSFTMicrosoft Corp
3.4%
FBNDFidelity Merrimack STR Tr
2.8%Trimmed −2%
JMSTJ P Morgan Exchange Traded F
2.7%Added +6%
GOOGLAlphabet Inc.
2.4%
JPSTJ P Morgan Exchange Traded F
2.0%Added +4%
TOTLSsga Active ETF Tr
2.0%Added +11%
VIGIVanguard Whitehall FDS
2.0%Added +2%
NVDANVIDIA Corp
1.9%Trimmed −3%
LLYELI Lilly & Co
22.1%
AAPLApple Inc.
7.2%
AMZNAmazon.com Inc
3.7%
PANWPalo Alto Networks Inc
3.5%−6%
MSFTMicrosoft Corp
3.4%
FBND2.8%
JMST2.7%
GOOGLJPST
TOTL2.0%
VIGI2.0%
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
LLY ELI Lilly & Co 22.1% HeldAAPL Apple Inc. 7.2% Trimmed −2%AMZN Amazon.com Inc 3.7% HeldPANW Palo Alto Networks Inc 3.5% Trimmed −6%MSFT Microsoft Corp 3.4% Held
FBND Fidelity Merrimack STR Tr 2.8% Trimmed −2%
JMST J P Morgan Exchange Traded F 2.7% Added +6%
GOOGL Alphabet Inc. 2.4% HeldJPST J P Morgan Exchange Traded F 2.0% Added +4%
TOTL Ssga Active ETF Tr 2.0% Added +11%
VIGI Vanguard Whitehall FDS 2.0% Added +2%
NVDA NVIDIA Corp 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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