Mowery & Schoenfeld Wealth Management, LLC
•CIK: 2019946•Filing: Q4 2025
Mowery & Schoenfeld Wealth Management, LLC manages $69M across a diversified portfolio of 475 positions. The strategy exhibits significant conviction in mega-cap technology and growth names, evidenced by top holdings including FTEC at $6.7M and NVDA at $4.6M. Further notable allocations include AAPL ($4.0M), PRF ($3.8M), and DFAC ($3.7M). This concentrated exposure suggests a focus on established market leaders within the technology and industrials sectors.
Total AUM
$69.0M
QoQ Performance
+18.4%
Positions
438
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
FTEC
NVDA
AAPL
PRF
DFAC
FTEC9.7%
NVDA6.7%
AAPL5.8%
PRF5.5%
DFAC5.3%
GOOGL4.6%
MSFT4.0%
NOBL3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.1%
Technology28.4%
Consumer6.3%
Financial6.2%
Healthcare4.9%
ETF2.9%
Industrial2.4%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
+190 more exited positions
Changes from Q3 2025
NEW12 new positions
↑113 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024