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DOSSIER · 13F-HR · Q1 2026

Mowery & Schoenfeld Wealth Management, LLC

$65M in tracked AUM across 357 positions as of Q1 2026.

M&
CIK 0002019946 · last filed Mar 31, 2026
Total AUM
$65M
as of Q1 2026
Holdings
357
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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