DOSSIER · 13F-HR · Q3 2026

Bill Few Associates, Inc.

$485M in tracked AUM across 234 positions as of Q3 2026.

BF
CIK 0001914644 · last filed Sep 30, 2026
Total AUM
$485M
as of Q3 2026
Holdings
234
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Bill Few Associates, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JMTG
J P MORGAN EXCHANGE TRADED F
$42M870K8.7%
02
AAPL
APPLE INC
$34M101K6.9%
03
NVDA
NVIDIA CORPORATION
$21M94K4.4%
04
MSFT
MICROSOFT CORP
$21M40K4.2%
05
GOOG
ALPHABET INC
$13M38K2.7%
06
JPM
JPMORGAN CHASE & CO
$11M33K2.3%
07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M195K2.0%
08
ABBV
ABBVIE INC
$9M36K1.9%
09
VOO
VANGUARD INDEX FDS
$9M13K1.9%
10
XOM
EXXONMOBIL HOLDINGS CORP
$8M48K1.6%

Filing history

2026Q3Sep 30
$485M▲ 3.1%
234 positionsView →
2026Q2Jun 30
$470M▲ 12.6%
227 positionsView →
2026Q1Mar 31
$417M▲ 2.6%
212 positionsView →
2025Q4Dec 31
$407M▲ 4.8%
197 positionsView →
2025Q3Sep 30
$388M▲ 9.9%
201 positionsLocked
2025Q2Jun 30
$353M▲ 26.2%
194 positionsLocked
2025Q1Mar 31
$280M▼ 1.6%
174 positionsLocked
2024Q4Dec 31
$284M▲ 0.9%
174 positionsLocked
2024Q3Sep 30
$282M▲ 8.2%
178 positionsLocked
2024Q2Jun 30
$261M▲ 5.7%
173 positionsLocked
2024Q1Mar 31
$247M▲ 12.4%
169 positionsLocked
2023Q4Dec 31
$219M▲ 14.7%
156 positionsLocked
Showing 12 of 20