Bill Few Associates, Inc. 13F Holdings · Q3 2026
Bill Few Associates, Inc. reported 231 securities worth $484.66M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: JMTG (8.68%), AAPL (6.92%), NVDA (4.43%). Among its top 25 positions this quarter: 1 new, 11 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JMTG | J P MORGAN EXCHANGE TRADED F | $42.0M | 8.68% | 869,826 | Added |
| 2 | AAPL | APPLE INC | $33.5M | 6.92% | 100,701 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $21.5M | 4.43% | 94,006 | Added |
| 4 | MSFT | MICROSOFT CORP | $20.5M | 4.23% | 39,974 | Trimmed |
| 5 | GOOG | ALPHABET INC | $13.0M | 2.69% | 38,272 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $11.0M | 2.26% | 33,124 | Trimmed |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.5M | 1.97% | 195,237 | Added |
| 8 | ABBV | ABBVIE INC | $9.4M | 1.94% | 36,024 | Trimmed |
| 9 | VOO | VANGUARD INDEX FDS | $9.4M | 1.94% | 13,390 | Added |
| 10 | XOM | EXXONMOBIL HOLDINGS CORP | $7.9M | 1.62% | 48,302 | New |
| 11 | TJX | TJX COS INC NEW | $7.8M | 1.61% | 59,091 | Trimmed |
| 12 | AMAT | APPLIED MATLS INC | $7.7M | 1.58% | 15,004 | Trimmed |
| 13 | SPMD | SPDR SERIES TRUST | $7.0M | 1.44% | 110,717 | Added |
| 14 | CSCO | CISCO SYS INC | $6.7M | 1.39% | 62,661 | Trimmed |
| 15 | ROK | ROCKWELL AUTOMATION INC | $6.2M | 1.27% | 14,168 | Hold |
| 16 | CVX | CHEVRON CORPORATION | $6.0M | 1.24% | 29,435 | Trimmed |
| 17 | ORCL | ORACLE CORP | $5.9M | 1.23% | 43,310 | Trimmed |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $5.9M | 1.22% | 128,823 | Added |
| 19 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.4M | 1.11% | 134,867 | Added |
| 20 | COR | CENCORA INC | $5.3M | 1.10% | 17,734 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $5.1M | 1.05% | 35,187 | Added |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | $4.8M | 0.99% | 21,821 | Added |
| 23 | AXP | AMERICAN EXPRESS CO | $4.8M | 0.98% | 15,688 | Trimmed |
| 24 | D | DOMINION ENERGY INC | $4.6M | 0.96% | 76,751 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.95% | 9,217 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR