Watts Gwilliam & Co., LLC

Q3 2025 13F Holdings

  • Location
    gilbert, AZ
  • Num holdings

    228

  • Value ($000)

    $619,789

  • Date Filed
    11/21/2025
  • Form type
    13F-HR
  • CIK
    0001657733
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$143.79M
23 %

770,649

M
MSFT

MICROSOFT CORP

COM
594918104
$27.80M
5 %

53,674

A
AAPL

APPLE INC

COM
037833100
$24.19M
4 %

94,985

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$22.35M
4 %

108,220

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$21.19M
3 %

31,803

1
1848782D

INTEL CORP

COM
458140100
$16.78M
3 %

500,243

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$16.21M
3 %

134,238

M
META

META PLATFORMS INC

CL A
30303M102
$13.91M
2 %

18,945

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$12.50M
2 %

64,266

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$10.82M
2 %

22,563

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