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
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

2025Q3Sep 30
$620M 1.7%
242 positionsView →
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