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Holders — by stockHoldings — by fund

Mowery & Schoenfeld Wealth Management, 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 2019946

$73.4M

disclosed book value

363

positions

9.5%

largest position share

Positions, as of 2026-06-30

top 100 of 363 · 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
1PRFINVESCO EXCHANGE TRADED FD T129,107$7.0M9.5%
2FTECFIDELITY COVINGTON TRUST20,358$5.8M7.9%
3DFACDIMENSIONAL ETF TRUST91,829$4.1M5.6%
4AAPLAPPLE INC13,871$4.0M5.5%
5NVDANVIDIA CORPORATION18,984$3.8M5.2%
6GOOGLALPHABET INC10,146$3.6M4.9%
7NOBLPROSHARES TR49,403$2.8M3.8%
8GOOGALPHABET INC6,872$2.4M3.3%
9MSFTMICROSOFT CORP4,992$1.9M2.5%
10LLYELI LILLY & CO1,510$1.8M2.5%
11IJKISHARES TR13,200$1.6M2.1%
12WMTWALMART INC13,565$1.5M2.1%
13ESNNORTHERN LTS FD TR II68,840$1.4M1.9%
14CATCATERPILLAR INC1,025$1.1M1.5%
15SMHVANECK ETF TRUST1,632$1.1M1.5%
16AMZNAMAZON COM INC4,006$954,8911.3%
17FLOTISHARES TR14,767$753,8561%
18DVYISHARES TR4,545$710,3841%
19ABBVABBVIE INC2,778$698,9871%
20IVVISHARES TR922$690,4770.9%
21VVISA INC1,913$656,4510.9%
22TPLTEXAS PACIFIC LAND CORPORATI1,470$643,3310.9%
23SPYSTATE STR SPDR S&P 500 ETF T805$601,1500.8%
24BACBANK OF AMER CORP10,373$591,0540.8%
25ELVELEVANCE HEALTH INC FORMERLY1,511$584,3500.8%
26ORCLORACLE CORP3,758$550,7140.8%
27BLKBLACKROCK INC570$548,0900.7%
28BRK/BBERKSHIRE HATHAWAY INC DEL1,088$544,4870.7%
29TSLATESLA INC1,233$518,6770.7%
30JPMJPMORGAN CHASE & CO1,558$509,8840.7%
31IJHISHARES TR6,300$485,7930.7%
32JOHNSON CONTROLS INTERNATION3,010$439,7920.6%
33AVGOBROADCOM INC1,129$426,4800.6%
34GTOSINVESCO ACTIVELY MANAGED EXC16,378$408,4680.6%
35LOWLOWES COS INC1,775$391,2660.5%
36LCRMANAGED PORTFOLIO SER9,821$390,5310.5%
37NTRSNORTHERN TR CORP2,201$382,6220.5%
38KLACKLA CORP1,220$368,0870.5%
39CTVACORTEVA INC4,154$351,8030.5%
40QQNITY ELECTRONICS INC2,096$342,2980.5%
41AXPAMERICAN EXPRESS CO877$296,7030.4%
42ASTRAZENECA PLC1,552$294,2910.4%
43VIGVANGUARD SPECIALIZED FUNDS1,200$283,8820.4%
44AMDADVANCED MICRO DEVICES INC487$282,9040.4%
45QQQINVESCO QQQ TR368$270,9960.4%
46LINDE PLC516$267,7740.4%
47TRVTRAVELERS COMPANIES INC790$260,7950.4%
48SCHFSCHWAB STRATEGIC TR9,257$256,4070.3%
49CSCOCISCO SYS INC2,166$254,3860.3%
50EATON CORP PLC590$251,4110.3%
51WECWEC ENERGY GROUP INC2,133$249,0710.3%
52COSTCOSTCO WHOLESALE CORPORATION259$242,2950.3%
53RTXRTX CORPORATION1,215$230,5220.3%
54CEGCONSTELLATION ENERGY CORP918$228,0040.3%
55EXMOCEXXON MOBIL CORP1,614$220,6950.3%
56JNJJOHNSON & JOHNSON865$219,6850.3%
57AJGGALLAGHER ARTHUR J & CO942$216,2550.3%
58HECAETF OPPORTUNITIES TRUST7,811$213,2410.3%
59ECLECOLAB INC754$210,0720.3%
60VTIVANGUARD INDEX FDS562$207,9630.3%
61VBRVANGUARD INDEX FDS844$205,0840.3%
62PGRPROGRESSIVE CORP930$203,0850.3%
63TSMTAIWAN SEMICONDUCTOR MANUFAC425$202,9680.3%
64NEENEXTERA ENERGY INC2,304$202,2230.3%
65EFAISHARES TR1,943$201,8390.3%
66DDDUPONT DE NEMOURS INC1,397$189,4900.3%
67MUMICRON TECHNOLOGY INC161$185,8410.3%
68ADIANALOG DEVICES INC464$184,2870.3%
69METAMETA PLATFORMS INC302$170,1140.2%
70HDHOME DEPOT INC480$169,1680.2%
71VBKVANGUARD INDEX FDS462$168,9540.2%
72SBUXSTARBUCKS CORP1,635$167,0810.2%
73EXCEXELON CORP3,454$161,0330.2%
74XLKSELECT SECTOR SPDR TR800$152,4160.2%
75DHRDANAHER CORP DEL786$149,7180.2%
76WMBWILLIAMS COS INC1,942$144,3690.2%
77CHUBB LIMITED418$142,4300.2%
78COKECOCA COLA CONS INC740$141,2810.2%
79GEGE AEROSPACE377$140,8970.2%
80EMLPFIRST TR EXCHANGE-TRADED FD3,152$137,1120.2%
81EHCENCOMPASS HEALTH CORP1,340$135,4480.2%
82ITWILLINOIS TOOL WKS INC496$134,0930.2%
83VOOVANGUARD INDEX FDS182$125,1520.2%
84ALLALLSTATE CORP520$123,7290.2%
85CVXCHEVRON CORPORATION729$120,9030.2%
86TYLTYLER TECHNOLOGIES INC390$114,0600.2%
87GEVGE VERNOVA INC94$110,4370.2%
88PMPHILIP MORRIS INTL INC604$109,2700.1%
89CRMSALESFORCE INC697$109,1930.1%
90UNPUNION PAC CORP400$108,8000.1%
91SPGSIMON PPTY GROUP INC NEW469$104,8780.1%
92WFCWELLS FARGO & CO1,208$99,8460.1%
93ITOTISHARES TR606$99,4750.1%
94BSXBOSTON SCIENTIFIC CORP2,320$99,0180.1%
95APDAIR PRODUCTS AND CHEMICALS I329$96,4150.1%
96MRKMERCK & CO INC724$93,0340.1%
97FTAFIRST TR EXCHANGE-TRADED ALP951$92,0840.1%
98CMCSACOMCAST CORP NEW3,689$90,5680.1%
99ROLROLLINS INC2,101$87,6960.1%
100DOWDOW HLDGS INC3,102$84,8710.1%

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.

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