Duncan Williams Asset Management, LLC — 13F holdings

Duncan Williams Asset Management, LLC reported 172 holdings worth $444M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $52.4M (11.8%)
  2. DGRW WISDOMTREE TR — $51.0M (11.5%)
  3. IUSV ISHARES TR — $31.1M (7.0%)
  4. AVNM AMERICAN CENTY ETF TR — $29.8M (6.7%)
  5. FMDE FIDELITY COVINGTON TRUST — $21.7M (4.9%)
  6. AAPL APPLE INC — $17.3M (3.9%)
  7. GSSC GOLDMAN SACHS ETF TR — $14.4M (3.2%)
  8. VEA VANGUARD TAX-MANAGED FDS — $13.5M (3.0%)
  9. VTV VANGUARD INDEX FDS — $10.9M (2.4%)
  10. VOO VANGUARD INDEX FDS — $10.8M (2.4%)