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Filers›Family Office›Watts Gwilliam & Co., LLC
DOSSIER · 13F-HR · Q3 2025

Watts Gwilliam & Co., LLC

Watts Gwilliam &'s family office based in Stamford, CT — $620M in tracked AUM across 242 positions as of Q3 2025.

WG
Watts Gwilliam &·Stamford, CT·Family Office
CIK 0001657733 · last filed Sep 30, 2025
Total AUM
$620M
▼ 3.3%
vs prior
Holdings
242
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Watts Gwilliam & Co., LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$144M787K23.2%
02
MSFT
MICROSOFT CORP
$28M54K4.5%
03
AAPL
APPLE INC
$24M95K3.9%
04
IVE
ISHARES TR
$22M108K3.6%
05
SPY
SPDR S&P 500 ETF TR
$22M113K3.5%
06
INTC
INTEL CORP
$17M544K2.7%
07
IVW
ISHARES TR
$16M134K2.6%
08
META
META PLATFORMS INC
$14M19K2.2%
09
QUAL
ISHARES TR
$12M64K2.0%
10
VUG
VANGUARD INDEX FDS
$11M23K1.7%

Filing history

Filing history loading…
AI Agent · grounded in Watts
haiku-4-5 · 242 positions indexed
Sector mix
  • Tech25%
  • Cons. Disc.52%
  • Communications10%
  • Industrials7%
  • Energy17%
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