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Holders — by stockHoldings — by fund

Williams & Novak, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001998419

$151.2M

disclosed book value

145

positions

6.6%

largest position share

Positions, as of 2026-06-30

top 100 of 145 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MFUSPIMCO EQUITY SER149,114$10.0M6.6%
2FBNDFIDELITY MERRIMACK STR TR202,552$9.2M6.1%
3FELCFIDELITY COVINGTON TRUST176,307$7.4M4.9%
4PYLDPIMCO ETF TR241,985$6.4M4.2%
5SYPRSYPRIS SOLUTIONS INC2.2M$5.4M3.5%
6MFEMPIMCO EQUITY SER178,456$5.0M3.3%
7ISCFISHARES TR110,204$4.8M3.2%
8AAPLAPPLE INC12,792$3.7M2.4%
9XPCQXPIMCO CALIF MUN INCOME FD365,198$3.3M2.2%
10MFDXPIMCO EQUITY SER72,500$3.0M2%
11SPYSTATE STR SPDR S&P 500 ETF T3,767$2.8M1.9%
12IXUSISHARES TR28,278$2.7M1.8%
13PMLPIMCO MUN INCOME FD II338,525$2.6M1.7%
14XSVMINVESCO EXCHANGE TRADED FD T35,073$2.4M1.6%
15QQQINVESCO QQQ TR3,176$2.3M1.5%
16IEFAISHARES TR23,112$2.2M1.5%
17MUMICRON TECHNOLOGY INC1,730$2.0M1.3%
18SLVISHARES SILVER TR37,100$2.0M1.3%
19DGROISHARES TR26,172$2.0M1.3%
20CRMSALESFORCE INC11,292$1.8M1.2%
21MUNIPIMCO ETF TR33,315$1.8M1.2%
22LRCXLAM RESEARCH CORP4,011$1.7M1.1%
23CRMSALESFORCE INCPUT10,600$1.7M1.1%
24BINCBLACKROCK ETF TRUST II31,714$1.7M1.1%
25ESGDISHARES TR15,920$1.6M1.1%
26DFCFDIMENSIONAL ETF TRUST36,785$1.6M1%
27PRFINVESCO EXCHANGE TRADED FD T28,618$1.5M1%
28GOOGLALPHABET INC4,281$1.5M1%
29EEMSISHARES INC20,035$1.5M1%
30EMXCISHARES INC14,410$1.5M1%
31VOOVANGUARD INDEX FDS2,098$1.4M1%
32GDXVANECK ETF TRUST19,070$1.4M1%
33RINGISHARES INC21,462$1.4M0.9%
34BRK/BBERKSHIRE HATHAWAY INC DEL2,761$1.4M0.9%
35AMZNAMAZON COM INC5,558$1.3M0.9%
36FTECFIDELITY COVINGTON TRUST4,472$1.3M0.8%
37AVGOBROADCOM INC3,314$1.3M0.8%
38MSFTMICROSOFT CORP3,337$1.2M0.8%
39TSMTAIWAN SEMICONDUCTOR MANUFAC2,592$1.2M0.8%
40FENIFIDELITY COVINGTON TRUST27,978$1.1M0.7%
41GOOGALPHABET INC3,115$1.1M0.7%
42DIVOAMPLIFY ETF TR23,539$1.1M0.7%
43DFUSDIMENSIONAL ETF TRUST13,026$1.1M0.7%
44GSLCGOLDMAN SACHS ETF TR7,441$1.1M0.7%
45DFAIDIMENSIONAL ETF TRUST24,236$999,7450.7%
46BONDPIMCO ETF TR10,816$997,3430.7%
47NVDANVIDIA CORPORATION4,539$908,2090.6%
48AMKRAMKOR TECHNOLOGY INC10,289$887,2200.6%
49CGBLCAPITAL GROUP CORE BALANCED21,936$832,7040.6%
50IEMGISHARES INC9,912$821,1100.5%
51XLKSELECT SECTOR SPDR TR4,227$805,3290.5%
52MODMODINE MFG CO2,984$796,7880.5%
53PMBSPIMCO ETF TR15,822$781,2900.5%
54BILZPIMCO ETF TR7,641$771,2040.5%
55SCZISHARES TR9,043$743,9680.5%
56PWZINVESCO EXCH TRADED FD TR II29,900$732,8490.5%
57SCHXSCHWAB STRATEGIC TR23,818$700,9640.5%
58EMGFISHARES INC9,498$695,8230.5%
59DFSDDIMENSIONAL ETF TRUST14,481$691,4680.5%
60DFUVDIMENSIONAL ETF TRUST12,493$687,2480.5%
61ZROZPIMCO ETF TR10,690$685,2290.5%
62ACWXISHARES TR8,565$651,8820.4%
63HYDVANECK ETF TRUST12,467$642,1750.4%
64IPACISHARES TR7,766$636,2680.4%
65GLDSPDR GOLD TR1,724$635,0870.4%
66TACKCAPITOL SER TR19,219$607,8740.4%
67CMFISHARES TR10,346$596,3430.4%
68METAMETA PLATFORMS INC1,024$576,8590.4%
69IDEVISHARES TR6,450$574,1150.4%
70VFHVANGUARD WORLD FD4,270$561,9320.4%
71LLYELI LILLY & CO423$507,3590.3%
72IVVISHARES TR652$488,3620.3%
73MINOPIMCO ETF TR10,650$487,3440.3%
74PDNINVESCO EXCH TRADED FD TR II10,755$483,7960.3%
75JPMJPMORGAN CHASE & CO1,404$459,4450.3%
76DLSWISDOMTREE TR5,353$448,5280.3%
77IAUISHARES GOLD TR5,924$447,3210.3%
78ESGEISHARES INC7,846$429,0980.3%
79FLRGFIDELITY COVINGTON TRUST10,341$424,2450.3%
80VTIVANGUARD INDEX FDS1,128$417,3830.3%
81JNJJOHNSON & JOHNSON1,643$417,2730.3%
82COSTCOSTCO WHOLESALE CORPORATION445$416,2840.3%
83VONEVANGUARD SCOTTSDALE FDS1,222$413,9680.3%
84BHPBHP BILLITON LIMITED4,862$405,0530.3%
85OMFLINVESCO EXCH TRD SLF IDX FD5,667$388,4160.3%
86TRGPTARGA RES CORP1,414$379,1960.3%
87VIGVANGUARD SPECIALIZED FUNDS1,584$374,8060.2%
88PLTKPLAYTIKA HLDG CORP98,205$365,3230.2%
89RSPTINVESCO EXCHANGE TRADED FD T5,570$359,2650.2%
90IYZISHARES TR8,365$353,9230.2%
91VGTVANGUARD WORLD FD2,953$352,9770.2%
92PRFDPIMCO ETF TR6,760$347,1040.2%
93MINTPIMCO ETF TR3,400$342,7540.2%
94DGCBDIMENSIONAL ETF TRUST6,114$334,2520.2%
95BBVABANCO BILBAO VIZCAYA ARGENTA13,052$327,0830.2%
96UNHUNITEDHEALTH GROUP INC776$322,5290.2%
97FMDEFIDELITY COVINGTON TRUST7,834$317,9040.2%
98FCOMFIDELITY COVINGTON TRUST4,573$317,7320.2%
99TSHATAYSHA GENE THERAPIES INC45,000$306,4500.2%
100DFACDIMENSIONAL ETF TRUST6,554$290,7530.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.