Wambolt & Associates, LLC

Q2 2025 13F Holdings

  • Location
    littleton, CO
  • Num holdings

    171

  • Value ($000)

    $297,290

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001755723
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.13M
4 %

79,141

M
MSFT

MICROSOFT CORP

COM
594918104
$11.57M
4 %

23,513

A
AAPL

APPLE INC

COM
037833100
$10.00M
3 %

48,140

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$9.14M
3 %

144,479

A
AMZN

AMAZON COM INC

COM
023135106
$7.60M
3 %

34,455

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$7.55M
3 %

31,551

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$6.48M
2 %

36,656

I
INTU

INTUIT

COM
461202103
$6.44M
2 %

8,255

V
V

VISA INC

COM CL A
92826C839
$5.72M
2 %

16,099

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.61M
2 %

11,453

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