Mowery & Schoenfeld Wealth Management, LLC
Mowery & Schoenfeld Wealth Management, LLC reported 363 positions worth $73.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: PRF (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PRF | SH | $7.0M | 9.51% | 129,107 | — | — | |
| ▸ 2 | FTEC | SH | $5.8M | 7.92% | 20,358 | — | — | |
| ▸ 3 | DFAC | SH | $4.1M | 5.55% | 91,829 | — | — | |
| ▸ 4 | AAPL | SH | $4.0M | 5.47% | 13,871 | — | — | |
| ▸ 5 | NVDA | SH | $3.8M | 5.18% | 18,984 | — | — | |
| ▸ 6 | GOOGL | SH | $3.6M | 4.94% | 10,146 | — | — | |
| ▸ 7 | NOBL | SH | $2.8M | 3.78% | 49,403 | — | — | |
| ▸ 8 | GOOG | SH | $2.4M | 3.31% | 6,872 | — | — | |
| ▸ 9 | MSFT | SH | $1.9M | 2.54% | 4,992 | — | — | |
| ▸ 10 | LLY | SH | $1.8M | 2.47% | 1,510 | — | — |
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Frequently Asked Questions
What stocks does Mowery & Schoenfeld Wealth Management, LLC hold as of Q2 2026?
Mowery & Schoenfeld Wealth Management, LLC reported 363 positions worth $73.4M in its Q2 2026 13F filing. Largest positions: PRF (9.5%), FTEC (7.9%), DFAC (5.6%), AAPL (5.5%) and NVDA (5.2%).
What did Mowery & Schoenfeld Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mowery & Schoenfeld Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.