Watts Gwilliam & Co., LLC — 13F holdings

Watts Gwilliam & Co., LLC reported 242 holdings worth $620M in its 13F filing for Q3 2025, filed November 21, 2025.

Largest positions

  1. NVDA NVIDIA CORPORATION — $144M (23.2%)
  2. MSFT MICROSOFT CORP — $27.8M (4.5%)
  3. AAPL APPLE INC — $24.2M (3.9%)
  4. IVE ISHARES TR — $22.3M (3.6%)
  5. SPY SPDR S&P 500 ETF TR — $21.7M (3.5%)
  6. INTC INTEL CORP — $16.8M (2.7%)
  7. IVW ISHARES TR — $16.2M (2.6%)
  8. META META PLATFORMS INC — $13.9M (2.2%)
  9. QUAL ISHARES TR — $12.5M (2.0%)
  10. VUG VANGUARD INDEX FDS — $10.8M (1.7%)