Wambolt & Associates, LLC — 13F holdings

Wambolt & Associates, LLC reported 171 holdings worth $297M in its 13F filing for Q2 2025, filed August 13, 2025.

Largest positions

  1. NVDA NVIDIA CORPORATION — $12.1M (4.1%)
  2. MSFT MICROSOFT CORP — $11.6M (3.9%)
  3. AAPL APPLE INC — $10.0M (3.4%)
  4. EMXC ISHARES INC — $9.14M (3.1%)
  5. AMZN AMAZON COM INC — $7.60M (2.6%)
  6. VB VANGUARD INDEX FDS — $7.55M (2.5%)
  7. GOOG ALPHABET INC — $6.48M (2.2%)
  8. INTU INTUIT — $6.44M (2.2%)
  9. V Visa Inc — $5.72M (1.9%)
  10. BRK.B BERKSHIRE HATHAWAY INC DEL — $5.61M (1.9%)