DOSSIER · 13F-HR · Q1 2026
Duncan Williams Asset Management, LLC
Duncan Williams Asset's family office based in San Francisco, CA — $361M in tracked AUM across 154 positions as of Q1 2026.
DW
Duncan Williams Asset·San Francisco, CA·Family Office
CIK 0002011771 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Duncan Williams Asset Management, LLC SEC 13F Filing
Portfolio Overview
The most striking feature of this filing is a dramatic reduction in portfolio size, with total assets under management (AUM) plummeting by 72.8%, falling from $427.76 million to $116.47 million in a single quarter. This substantial decrease suggests a significant capital reallocation, potentially due to large client redemptions, a shift in strategy requiring de-leveraging, or a del...
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.
Filing history
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