13F Insight
DOSSIER · 13F-HR · Q2 2026

Brendel Financial Advisors LLC

$216M in tracked AUM across 101 positions as of Q2 2026.

BF
CIK 0001768065 · last filed Jun 30, 2026
Total AUM
$216M
as of Q2 2026
Holdings
101
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Brendel Financial Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SHW
SHERWIN WILLIAMS CO
$10M29K4.7%02
CAT
CATERPILLAR INC
$9M8K4.1%03
JNJ
JOHNSON & JOHNSON
$6M25K3.0%04
BAR
GRANITESHARES GOLD TR
$6M147K2.7%05
ABBV
ABBVIE INC
$6M23K2.6%06
FTCB
FIRST TR EXCHANGE-TRADED FD
$6M271K2.6%07
SCIO
FIRST TR EXCHANGE-TRADED FD
$5M263K2.5%08
LRCX
LAM RESEARCH CORP
$5M13K2.5%09
AGG
ISHARES TR
$5M54K2.5%10
WMT
WALMART INC
$5M47K2.4%

Filing history

2026Q2Jun 30
$216M▲ 6.9%
101 positionsView →2026Q1Mar 31
$202M▼ 0.6%
95 positionsView →2025Q4Dec 31
$203M▲ 4.4%
100 positionsView →2025Q3Sep 30
$195M▲ 9.1%
102 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 31