13F Insight
DOSSIER · 13F-HR · Q1 2026

Brendel Financial Advisors LLC

$202M in tracked AUM across 95 positions as of Q1 2026.

BF
CIK 0001768065 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
95
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Brendel Financial Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SHW
SHERWIN WILLIAMS CO
$11M33K5.3%02
BAR
GRANITESHARES GOLD TR
$7M147K3.3%03
JNJ
JOHNSON & JOHNSON
$6M26K3.1%04
CAT
CATERPILLAR INC
$6M9K3.0%05
WMT
WALMART INC
$6M47K2.9%06
FTCB
FIRST TR EXCHANGE-TRADED FD
$6M269K2.8%07
SCIO
FIRST TR EXCHANGE-TRADED FD
$5M262K2.7%08
AGG
ISHARES TR
$5M53K2.6%09
DOV
DOVER CORP
$5M24K2.5%10
NEE
NEXTERA ENERGY INC
$5M55K2.5%

Filing history

2026Q1Mar 31
$202M▼ 0.6%
95 positionsView →2025Q4Dec 31
$203M▲ 4.4%
100 positionsView →2025Q3Sep 30
$195M▲ 9.1%
102 positionsView →2025Q2Jun 30
$179M▲ 8.4%
101 positionsLocked2025Q1Mar 31
$165M▼ 0.4%
91 positionsLocked2024Q4Dec 31
$165M▼ 6.2%
91 positionsLocked2024Q3Sep 30
$176M▲ 12.2%
94 positionsLocked2024Q2Jun 30
$157M▲ 79.9%
88 positionsLocked2024Q1Mar 31
$87M▼ 42.8%
57 positionsLocked2023Q4Dec 31
$153M▲ 126.7%
91 positionsLocked2023Q3Sep 30
$67M▲ 1.4%
44 positionsLocked2023Q2Jun 30
$66M▼ 50.9%
43 positionsLocked
Showing 12 of 30