§ 13F · FUND PROFILE
Williams Jones Wealth Management, LLC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8739.4T (13F)Positions · 538Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$664.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 2.07M | $561.8T | 6.3% | ±0% |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | 1.59M | $496.7T | 5.6% | ±0% |
| 3 | MSFT | MICROSOFT CORP COM | 1.00M | $485.0T | 5.5% | NEW |
| 4 | V | VISA INC COM CL A | 1.09M | $381.5T | 4.3% | −1% |
| 5 | COST | COSTCO WHSL CORP NEW COM | 430K | $370.7T | 4.2% | −1% |
| 6 | NVDA | NVIDIA CORP COM | 1.94M | $361.2T | 4.1% | ±0% |
| 7 | AMZN | AMAZON COM INC COM | 1.13M | $261.0T | 2.9% | +1% |
| 8 | INTU | INTUIT COM | 353K | $233.6T | 2.6% | +7% |
| 9 | AVGO | BROADCOM INC | 577K | $199.7T | 2.3% | +1% |
| 10 | ECL | ECOLAB INC COM | 726K | $190.7T | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILLIAMS SIGNAL
AC read
Williams Jones Wealth Management, LLC. is a Other fund managing $8739358.6 trillion in assets. The fund runs a broad portfolio of 538 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed