13F Insight
DOSSIER · 13F-HR · Q3 2025

Wells Trecaso Financial Group, LLC

$210M in tracked AUM across 99 positions as of Q3 2025.

WT
CIK 0001737987 · last filed Sep 30, 2025
Total AUM
$210M
as of Q3 2025
Holdings
99
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Wells Trecaso Financial Group, 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
AAPL
APPLE INC
$16M65K7.8%02
MSFT
MICROSOFT CORP
$15M28K6.9%03
JPM
JPMORGAN CHASE & CO.
$12M38K5.6%04
G29183103
EATON CORP PLC
$11M30K5.3%05
GOOGL
ALPHABET INC
$10M41K4.8%06
GS
GOLDMAN SACHS GROUP INC
$10M12K4.7%07
PANW
PALO ALTO NETWORKS INC
$9M44K4.3%08
PWR
QUANTA SVCS INC
$8M18K3.6%09
IBM
INTERNATIONAL BUSINESS MACHS
$7M26K3.5%10
RTX
RTX CORPORATION
$6M37K2.9%

Filing history

2025Q3Sep 30
$210M▼ 35.1%
99 positionsView →2025Q2Jun 30
$324M▲ 8.0%
111 positionsLocked2025Q1Mar 31
$300M▼ 2.0%
114 positionsLocked2024Q4Dec 31
$306M▲ 0.6%
111 positionsLocked2024Q3Sep 30
$304M▲ 5.1%
117 positionsLocked2024Q2Jun 30
$289M▲ 2.2%
112 positionsLocked2024Q1Mar 31
$283M▲ 14.1%
119 positionsLocked2023Q4Dec 31
$248M▲ 10.3%
112 positionsLocked2023Q3Sep 30
$225M▼ 3.3%
108 positionsLocked2023Q2Jun 30
$232M▲ 7.6%
112 positionsLocked2023Q1Mar 31
$216M▲ 7.9%
106 positionsLocked2022Q4Dec 31
$200M▲ 9.9%
106 positionsLocked
Showing 12 of 30