What does Dougherty Wealth Advisers LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Dougherty Wealth Advisers 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD VALUE ETF

$40M203K25.3%

VANGUARD GROWTH ETF

$32M72K20.1%

VANGUARD MID-CAP VALUE ETF

$17M91K10.7%

VANGUARD S&P SMALL-CAP 600 GROWTH ETF

$12M96K7.5%

VANGUARD FTSE EMERGING MARKETS ETF

$9M173K5.9%

FIDELITY ENHANCED INTERNATIONAL ETF

$8M213K5.0%

APPLE INC COM

$6M25K4.0%

INVESCO QQQ TRUST SERIES I

$5M9K3.4%

ISHARES CORE S&P SMALL CAP ETF

$2M18K1.4%

ISHARES S&P 100 ETF

$2M5K1.0%

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