What does J. Derek Lewis & Associates Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

J. Derek Lewis & Associates Inc. 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

CAPITAL GROUP CORE BALANCED

$43M1.2M9.6%

CAPITAL GROUP DIVIDEND VALUE

$32M755K7.2%

CAPITAL GROUP DIVIDEND GROWE

$24M676K5.5%

CAPITAL GRP FIXED INCM ETF T

$22M820K5.0%

CAPITAL GROUP GBL GROWTH EQT

$22M657K4.9%

CAPITAL GROUP GROWTH ETF

$21M514K4.6%

CAPITAL GRP FIXED INCM ETF T

$19M704K4.3%

APPLE INC

$18M71K4.0%

CAPITAL GRP FIXED INCM ETF T

$15M660K3.3%

CAPITAL GRP FIXED INCM ETF T

$15M580K3.3%

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