§ 13F · FUND PROFILE
Watts Gwilliam & Co., LLC.
AUM · $619M (13F)Positions · 222Turnover · n/a · Q3Filed · Nov 21, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 21, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 771K | $144M | — | — |
| 2 | MSFT | MICROSOFT CORP | 54K | $28M | — | — |
| 3 | AAPL | APPLE INC | 95K | $24M | — | — |
| 4 | IVE | ISHARES TR | 108K | $22M | — | — |
| 5 | SPY | SPDR S&P 500 ETF TR | 32K | $21M | — | — |
| 6 | INTC | INTEL CORP | 500K | $17M | — | — |
| 7 | IVW | ISHARES TR | 134K | $16M | — | — |
| 8 | META | META PLATFORMS INC | 19K | $14M | — | — |
| 9 | QUAL | ISHARES TR | 64K | $12M | — | — |
| 10 | VUG | VANGUARD INDEX FDS | 23K | $11M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WATTS SIGNAL
AC read
Watts Gwilliam & Co., LLC is a Other fund managing $619 million in assets. The fund runs a broad portfolio of 222 positions.
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