DOSSIER · 13F-HR · Q1 2026
GW HENSSLER & ASSOCIATES LTD
GW HENSSLER & ASSOCIATES's holding co. based in London, UK — $2.1B in tracked AUM across 232 positions as of Q1 2026.
GH
GW HENSSLER & ASSOCIATES·London, UK·Holding Co.
CIK 0001080369 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of GW HENSSLER & ASSOCIATES LTD 13F Filing
1. Portfolio Overview
GW Henssler & Associates Ltd manages a substantial $2.00 billion portfolio distributed across 231 holdings, reflecting a strategy focused on broad diversification with a tilt toward high-quality equities. The portfolio experienced a positive growth of 6.9% during the quarter, increasing from $1.87 billion to $2.00 billion. This period was marked by high turnover activity, with the firm executing 57 tot...
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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