§ 13F · FUND PROFILE
Wambolt & Associates, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297M (13F)Positions · 171Turnover · — · Q2Filed · Aug 13, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 13, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 79K | $12M | 4.1% | −9% |
| 2 | MSFT | MICROSOFT CORP | 24K | $12M | 3.9% | −5% |
| 3 | AAPL | APPLE INC | 48K | $10M | 3.4% | −8% |
| 4 | EMXC | ISHARES INC | 144K | $9M | 3.1% | −3% |
| 5 | AMZN | AMAZON COM INC | 34K | $8M | 2.6% | ±0% |
| 6 | VB | VANGUARD INDEX FDS | 32K | $8M | 2.5% | +2% |
| 7 | GOOG | ALPHABET INC | 37K | $6M | 2.2% | −3% |
| 8 | INTU | INTUIT | 8K | $6M | 2.2% | −6% |
| 9 | V | VISA INC | 16K | $6M | 1.9% | −4% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 11K | $6M | 1.9% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAMBOLT SIGNAL
AC read
Wambolt & Associates, LLC is a Other fund managing $297 million in assets. The fund runs a portfolio of 171 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed