What does Williams & Novak, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Williams & Novak, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

FIDELITY MERRIMACK STR TR

$11M236K8.1%

PIMCO EQUITY SER

$9M146K6.4%

FIDELITY COVINGTON TRUST

$6M177K4.8%

SYPRIS SOLUTIONS INC

$6M2.1M4.7%

PIMCO ETF TR

$6M223K4.4%

PIMCO EQUITY SER

$4M169K3.2%

PIMCO CALIF MUN INCOME FD

$3M404K2.6%

APPLE INC

$3M11K2.2%

PIMCO MUN INCOME FD II

$3M371K2.1%

PIMCO EQUITY SER

$3M68K2.0%

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