What does Mowery & Schoenfeld Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Mowery & Schoenfeld Wealth Management, 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

INVESCO EXCHANGE TRADED FD T

$5M106K7.7%

FIDELITY COVINGTON TRUST

$4M20K6.3%

DIMENSIONAL ETF TRUST

$4M92K5.5%

APPLE INC

$4M14K5.4%

NVIDIA CORPORATION

$3M19K5.0%

PROSHARES TR

$3M78K4.5%

ALPHABET INC

$3M10K4.3%

PROSHARES TR

$3M25K4.0%

ETF OPPORTUNITIES TRUST

$2M68K3.0%

ALPHABET INC

$2M6K2.8%

Filing history loading…