DOSSIER · 13F-HR · Q3 2025

Watts Gwilliam & Co., LLC

$620M in tracked AUM across 242 positions as of Q3 2025.

WG
CIK 0001657733 · last filed Sep 30, 2025
Total AUM
$620M
as of Q3 2025
Holdings
242
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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
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Filing history

2025Q3Sep 30
$620M▲ 1.7%
242 positionsLocked
2025Q2Jun 30
$609M▲ 31.9%
246 positionsLocked
2025Q1Mar 31
$462M▼ 2.5%
227 positionsLocked
2024Q4Dec 31
$474M▲ 3.3%
221 positionsLocked
2024Q3Sep 30
$459M▲ 41.6%
222 positionsLocked
2024Q1Mar 31
$324M—
185 positionsLocked