DOSSIER · 13F-HR · Q2 2026

Papamarkou Wellner Asset Management inc.

$159M in tracked AUM across 75 positions as of Q2 2026.

PW
CIK 0002063952 · last filed Jun 30, 2026
Total AUM
$159M
as of Q2 2026
Holdings
75
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Papamarkou Wellner Asset Management inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$19M74K11.8%
02
NVDA
NVIDIA CORPORATION
$13M75K8.2%
03
GOOGL
ALPHABET INC
$9M31K5.6%
04
MSFT
MICROSOFT CORP
$9M24K5.6%
05
AMZN
AMAZON COM INC
$7M36K4.7%
06
CVX
CHEVRON CORPORATION
$6M31K4.0%
07
PM
PHILIP MORRIS INTL INC
$4M45K2.8%
08
V
VISA INC
$4M14K2.6%
09
KO
COCA COLA CO
$4M53K2.5%
10
MA
MASTERCARD INCORPORATED
$4M7K2.3%

Filing history

2026Q2Jun 30
$159M▼ 2.6%
75 positionsView →
2026Q1Mar 31
$164M▼ 1.6%
86 positionsView →
2025Q4Dec 31
$166M▲ 136.5%
86 positionsView →
2025Q3Sep 30
$70M▼ 53.4%
42 positionsLocked
2025Q2Jun 30
$151M▲ 157.2%
79 positionsLocked
2025Q1Mar 31
$59M▲ 1.5%
43 positionsLocked
2024Q4Dec 31
$58M—
34 positionsLocked