Mowery & Schoenfeld Wealth Management, LLC 13F Holdings
CIK 0002019946 · LINCOLNSHIRE, IL
As of Sep 30, 2025, Mowery & Schoenfeld Wealth Management, LLC reported 383 positions worth $57.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 21,449 | $4.8M | 8.31% |
| APPLE INC | AAPL | Technology | 14,827 | $3.8M | 6.59% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 95,703 | $3.7M | 6.44% |
| NVIDIA CORP | NVDA | Technology | 18,924 | $3.5M | 6.16% |
| MICROSOFT CORP | MSFT | Technology | 5,306 | $2.7M | 4.79% |
| INVESCO RAFI US 1000 ETF | PRF | — | 59,727 | $2.7M | 4.71% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 25,753 | $2.7M | 4.63% |
| ALPHABET INC | GOOGL | Equity | 9,850 | $2.4M | 4.18% |
| ALPHABET INC | GOOG | Equity | 6,372 |