WILLNER & HELLER, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1927796
Institutional-grade research for retail investors
13F Reported Value
ⓘ$159.7M
Holdings
165
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
WILLNER & HELLER, LLC disclosed 165 positions worth $159.7M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 5.4% of the equity portfolio. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $VST and a full exit from $NOW. The portfolio is most concentrated in Other (34.2% of disclosed assets). All figures are sourced directly from WILLNER & HELLER, LLC’s Form 13F-HR filing with the SEC under CIK 1927796.
AI Fund Analysis
Concentrating
$NVDA5.4% weight
Held 9 quarters
FIRST TR EXCHANGE TRADED F
3.4% weight
Held 9 quarters
$AAPL3.4% weight
Held 9 quarters
ISHARES TR - RUS 1000 GRW
3.0% weight
Held 9 quarters
$AMD3.0% weight
Held 9 quarters
$ICE8 quarters accumulating
$CTAS8 quarters accumulating
$TRV8 quarters accumulating
ISHARES TR - S&P MC 400VL
8 quarters accumulating
$META7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$8.6M43,052 sh FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$5.5M67,620 sh- 76.1#112
Quality
$5.4M18,794 sh ISHARES TR - RUS 1000 GRW ETF
—Quality
$4.8M39,027 sh- 78.8
Quality
$4.8M8,327 sh - 82.4
Quality
$3.9M8,951 sh - 83.7
Quality
$3.7M9,813 sh - 80.2
Quality
$3.7M10,222 sh - 74.8
Quality
$3.3M4,593 sh - 74.6
Quality
$3.2M13,611 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| NVIDIA CORP$NVDA | 90.2#1 | $8.6M | 43,052 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $5.5M | 67,620 |
| Apple Inc.$AAPL | 76.1#112 | $5.4M | 18,794 |
| ISHARES TR - RUS 1000 GRW ETF | — | $4.8M | 39,027 |
| ADVANCED MICRO DEVICES INC$AMD | 78.8 | $4.8M | 8,327 |
 LAM RESEARCH CORP$LRCX | 82.4 | $3.9M | 8,951 |
 MICROSOFT CORP$MSFT | 83.7 | $3.7M | 9,813 |
 Alphabet Inc.$GOOG | 80.2 | $3.7M | 10,222 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $3.3M | 4,593 |
 AMAZON COM INC$AMZN | 74.6 | $3.2M | 13,611 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WILLNER & HELLER, LLC's 165 positions.
Showing top 10 of 165 holdings.
Sector Allocation
Other
$54.7M
Technology
$50.5M
Financials
$23.1M
Industrials
$10.5M
Healthcare
$8.8M
Consumer Discretionary
$8.0M
Consumer Staples
$1.4M
Utilities
$1.0M
Full Holdings — WILLNER & HELLER, LLC (Q2 2026)
All 165 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $8.6M | 5.4% | -3% | 90.2 |
| 2 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $5.5M | 3.4% | -0% | — |
| 3 | $AAPL | Apple Inc. | $5.4M | 3.4% | -3% | 76.1 |
| 4 | — | ISHARES TR - RUS 1000 GRW ETF | $4.8M | 3.0% | +300% | — |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $4.8M | 3.0% | -17% | 78.8 |
| 6 | $LRCX | LAM RESEARCH CORP | $3.9M | 2.4% | -14% | 82.4 |
| 7 | $MSFT | MICROSOFT CORP | $3.7M | 2.3% | +7% | 83.7 |
| 8 | $GOOG | Alphabet Inc. | $3.7M | 2.3% | -1% | 80.2 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $3.3M | 2.1% | -16% | 74.8 |
| 10 | $AMZN | AMAZON COM INC | $3.2M | 2.0% | -2% | 74.6 |
| 11 |  $ARM | ARM HOLDINGS PLC /UK | $3.2M | 2.0% | -27% | — |
| 12 |  $CATY | CATHAY GENERAL BANCORP | $2.6M | 1.6% | +0% | 60.1 |
| 13 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $2.4M | 1.5% | +14% | — |
| 14 |  $GS | GOLDMAN SACHS GROUP INC | $2.3M | 1.5% | +0% | — |
| 15 |  $AVGO | Broadcom Inc. | $2.3M | 1.4% | -2% | 86.4 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 1.4% | -9% | 64.5 |
| 17 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 1.3% | -1% | — |
| 18 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $2.0M | 1.3% | +403% | — |
| 19 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 1.2% | +1% | 35.6 |
| 20 |  $ASML | ASML HOLDING NV | $1.9M | 1.2% | -2% | — |
| 21 |  $IVZ | Invesco Ltd. | $1.7M | 1.1% | +1% | — |
| 22 | — | ISHARES TR - RUS MD CP GR ETF | $1.7M | 1.1% | -3% | — |
| 23 | — | ISHARES TR - U.S. TECH ETF | $1.6M | 1.0% | -2% | — |
| 24 | — | ISHARES TR - S&P SML 600 GWT | $1.6M | 1.0% | +0% | — |
| 25 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $1.6M | 1.0% | +0% | — |
| 26 |  $FTNT | Fortinet, Inc. | $1.5M | 1.0% | -1% | 78.1 |
| 27 |  $ABBV | AbbVie Inc. | $1.5M | 0.9% | +1% | 59.3 |
| 28 |  $ISRG | INTUITIVE SURGICAL INC | $1.4M | 0.9% | +4% | 81.4 |
| 29 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.4M | 0.9% | +0% | — |
| 30 |  $PLTR | Palantir Technologies Inc. | $1.3M | 0.8% | +1% | 85.8 |
| 31 |  $BBSI | BARRETT BUSINESS SERVICES INC | $1.3M | 0.8% | -1% | 46.8 |
| 32 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.3M | 0.8% | +0% | — |
| 33 |  $V | VISA INC. | $1.3M | 0.8% | -1% | 83.5 |
| 34 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.3M | 0.8% | -0% | — |
| 35 | — | ISHARES TR - CORE S&P MCP ETF | $1.2M | 0.8% | +0% | — |
| 36 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.8% | -7% | 55 |
| 37 | — | JANUS DETROIT STR TR - HENDERSN CAP ETF | $1.2M | 0.8% | -8% | — |
| 38 | — | FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP | $1.2M | 0.7% | -1% | — |
| 39 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.7% | +0% | — |
| 40 |  $LLY | ELI LILLY & Co | $1.1M | 0.7% | +1% | 89.3 |
| 41 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.1M | 0.7% | +0% | — |
| 42 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.0M | 0.7% | +500% | — |
| 43 | — | GLOBAL X FDS - US INFR DEV ETF | $1.0M | 0.7% | +3% | — |
| 44 | — | ETF SER SOLUTIONS - VIDENT US EQUITY | $1.0M | 0.6% | +0% | — |
| 45 |  $WMT | Walmart Inc. | $994,946 | 0.6% | +3% | 63.2 |
| 46 |  $MRK | Merck & Co., Inc. | $994,212 | 0.6% | +1% | 70.9 |
| 47 |  $APP | AppLovin Corp | $967,602 | 0.6% | -0% | 86.8 |
| 48 | — | ISHARES TR - MRGSTR MD CP GRW | $963,792 | 0.6% | +0% | — |
| 49 | — | SPDR SERIES TRUST - ST STR P500GRW | $961,886 | 0.6% | -1% | — |
| 50 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $949,000 | 0.6% | -3% | — |
| 51 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $944,527 | 0.6% | +0% | — |
| 52 |  $MS | MORGAN STANLEY | $936,191 | 0.6% | +1% | — |
| 53 | — | TIDAL TRUST III - VIST ARTI IN ETF | $933,377 | 0.6% | +71% | — |
| 54 |  $MU | MICRON TECHNOLOGY INC | $909,905 | 0.6% | -32% | 88.4 |
| 55 | — | ISHARES TR - ISHARES SEMICDTR | $881,913 | 0.6% | +2% | — |
| 56 |  $VRT | Vertiv Holdings Co | $868,910 | 0.5% | -8% | 82.7 |
| 57 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $859,806 | 0.5% | +3% | — |
| 58 | $IVZ | Invesco Ltd. | $824,252 | 0.5% | -0% | — |
| 59 | $META | Meta Platforms, Inc. | $795,281 | 0.5% | +3% | 80.9 |
| 60 | $IVZ | Invesco Ltd. | $785,233 | 0.5% | -1% | — |
| 61 |  $STT | STATE STREET CORP | $783,696 | 0.5% | +0% | 61.5 |
| 62 |  $AMGN | AMGEN INC | $775,722 | 0.5% | -3% | 79.5 |
| 63 |  $PG | PROCTER & GAMBLE Co | $774,043 | 0.5% | +1% | 72.9 |
| 64 | $IVZ | Invesco Ltd. | $745,442 | 0.5% | +0% | — |
| 65 |  $GD | GENERAL DYNAMICS CORP | $726,219 | 0.5% | +1% | 73 |
| 66 | — | GLOBAL X FDS - ARTIFICIAL ETF | $714,312 | 0.5% | +2% | — |
| 67 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $688,106 | 0.4% | +0% | 63.7 |
| 68 |  $CI | Cigna Group | $683,068 | 0.4% | -1% | 66.8 |
| 69 |  $HD | HOME DEPOT, INC. | $673,286 | 0.4% | +1% | 69.2 |
| 70 | $IVZ | Invesco Ltd. | $670,031 | 0.4% | -7% | — |
| 71 | — | ISHARES TR - RUS MDCP VAL ETF | $659,056 | 0.4% | -1% | — |
| 72 | — | ISHARES TR - CORE S&P500 ETF | $657,601 | 0.4% | -0% | — |
| 73 |  $CEG | Constellation Energy Corp | $654,554 | 0.4% | +46% | 62.5 |
| 74 |  $GILD | GILEAD SCIENCES, INC. | $648,182 | 0.4% | +1% | 77.8 |
| 75 |  $GOOGL | Alphabet Inc. | $640,139 | 0.4% | +0% | 80.2 |
| 76 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $616,288 | 0.4% | -2% | — |
| 77 |  $BX | Blackstone Inc. | $612,495 | 0.4% | +1% | 68 |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $611,394 | 0.4% | +2% | 67 |
| 79 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $611,173 | 0.4% | +0% | — |
| 80 | — | ISHARES TR - RUS 2000 GRW ETF | $574,684 | 0.4% | +0% | — |
| 81 |  $LMT | LOCKHEED MARTIN CORP | $559,260 | 0.3% | +11% | 65 |
| 82 | $IVZ | Invesco Ltd. | $550,721 | 0.3% | +0% | — |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $536,485 | 0.3% | -2% | 72.3 |
| 84 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $535,437 | 0.3% | -1% | — |
| 85 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $531,624 | 0.3% | -6% | — |
| 86 |  $SYNA | SYNAPTICS Inc | $520,524 | 0.3% | +0% | 45.3 |
| 87 | — | ISHARES TR - CORE S&P SCP ETF | $512,267 | 0.3% | -0% | — |
| 88 | — | ISHARES TR - RUS 1000 VAL ETF | $508,153 | 0.3% | +0% | — |
| 89 |  $EME | EMCOR Group, Inc. | $505,668 | 0.3% | +34% | 71.7 |
| 90 | $IVZ | Invesco Ltd. | $502,669 | 0.3% | +76% | — |
| 91 |  $T | AT&T INC. | $498,609 | 0.3% | -1% | 71.9 |
| 92 |  $MLM | MARTIN MARIETTA MATERIALS INC | $484,398 | 0.3% | -0% | 67.6 |
| 93 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $483,202 | 0.3% | +0% | — |
| 94 |  $WT | WisdomTree, Inc. | $478,724 | 0.3% | +0% | 62.9 |
| 95 |  $MCD | MCDONALDS CORP | $473,122 | 0.3% | +5% | 73.9 |
| 96 |  $MA | Mastercard Inc | $460,061 | 0.3% | +13% | 81.7 |
| 97 | — | SPDR INDEX SHS FDS - ST STR MSCI WLD | $459,698 | 0.3% | +1% | — |
| 98 | — | ISHARES TR - S&P 500 GRWT ETF | $452,541 | 0.3% | +0% | — |
| 99 | $ICE | Intercontinental Exchange, Inc. | $452,053 | 0.3% | +2% | 73.8 |
| 100 | $CTAS | CINTAS CORP | $447,365 | 0.3% | +0% | 76.3 |
| 101 |  $NXPI | NXP Semiconductors N.V. | $445,116 | 0.3% | -4% | — |
| 102 |  $ADP | AUTOMATIC DATA PROCESSING INC | $444,871 | 0.3% | +1% | 77.9 |
| 103 |  $CSX | CSX CORP | $439,358 | 0.3% | -4% | 66.4 |
| 104 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $433,083 | 0.3% | -0% | — |
| 105 |  $ELV | Elevance Health, Inc. | $428,124 | 0.3% | +0% | 59.4 |
| 106 |  $CVX | CHEVRON CORP | $409,307 | 0.3% | +3% | 54.7 |
| 107 |  $GEV | GE Vernova Inc. | $403,436 | 0.3% | +21% | 70.1 |
| 108 |  $WFC | WELLS FARGO & COMPANY/MN | $399,793 | 0.3% | -6% | — |
| 109 | $TRV | TRAVELERS COMPANIES, INC. | $398,144 | 0.3% | +3% | 71.5 |
| 110 | $IVZ | Invesco Ltd. | $395,357 | 0.3% | +0% | — |
| 111 |  $NTES | NetEase, Inc. | $394,381 | 0.3% | +0% | — |
| 112 |  $ORCL | ORACLE CORP | $391,358 | 0.3% | -11% | 67.2 |
| 113 | — | SPDR SERIES TRUST - ST STR SP600SM C | $389,817 | 0.2% | +1% | — |
| 114 | — | ISHARES TR - S&P MC 400VL ETF | $389,614 | 0.2% | +0% | — |
| 115 |  $VST | Vistra Corp. | $389,260 | 0.2% | NEW | 62.9 |
| 116 | $IVZ | Invesco Ltd. | $380,845 | 0.2% | -1% | — |
| 117 | — | ISHARES TR - SP SMCP600VL ETF | $373,140 | 0.2% | +0% | — |
| 118 | $WT | WisdomTree, Inc. | $369,314 | 0.2% | +1% | 62.9 |
| 119 |  $SBUX | STARBUCKS CORP | $358,451 | 0.2% | -2% | 54.6 |
| 120 | — | TEMA ETF TRUST - ELECTRIFICATION | $358,053 | 0.2% | NEW | — |
| 121 |  $LOW | LOWES COMPANIES INC | $355,674 | 0.2% | +0% | 63.5 |
| 122 |  $JNJ | JOHNSON & JOHNSON | $353,053 | 0.2% | +2% | 72.8 |
| 123 | — | PACER FDS TR - US EXPORT LEAD | $352,140 | 0.2% | +0% | — |
| 124 |  $YUM | YUM BRANDS INC | $345,176 | 0.2% | +0% | 71.7 |
| 125 |  $BAC | BANK OF AMERICA CORP /DE/ | $344,470 | 0.2% | +0% | 68.4 |
| 126 | — | VANECK ETF TRUST - GOLD MINERS ETF | $337,559 | 0.2% | +26% | — |
| 127 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $335,118 | 0.2% | +500% | — |
| 128 |  $FDX | FEDEX CORP | $334,581 | 0.2% | -3% | 60.3 |
| 129 |  $KO | COCA COLA CO | $328,542 | 0.2% | +5% | 74 |
| 130 | — | ISHARES TR - MSCI EAFE ETF | $325,269 | 0.2% | +2% | — |
| 131 |  $PH | Parker-Hannifin Corp | $317,573 | 0.2% | +0% | 73.8 |
| 132 |  $CGNX | COGNEX CORP | $310,995 | 0.2% | +0% | 63.6 |
| 133 |  $BKNG | Booking Holdings Inc. | $310,797 | 0.2% | +3254% | 55.3 |
| 134 | — | VANECK ETF TRUST - REAL ASSETS ETF | $306,054 | 0.2% | +0% | — |
| 135 |  $CAH | CARDINAL HEALTH INC | $301,118 | 0.2% | +0% | 58.6 |
| 136 | — | TEMA ETF TRUST - US MANUFACTURING | $293,100 | 0.2% | +3% | — |
| 137 |  $IBIT | iShares Bitcoin Trust ETF | $292,486 | 0.2% | +0% | — |
| 138 | — | GLOBAL X FDS - ADAPTIVE US | $283,906 | 0.2% | +3% | — |
| 139 |  $STX | Seagate Technology Holdings plc | $281,305 | 0.2% | NEW | — |
| 140 |  $AXP | AMERICAN EXPRESS CO | $280,965 | 0.2% | +7% | 73.2 |
| 141 |  $LITE | Lumentum Holdings Inc. | $278,011 | 0.2% | NEW | 63.4 |
| 142 |  $NFLX | NETFLIX INC | $277,889 | 0.2% | -24% | 86.7 |
| 143 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $277,077 | 0.2% | +1% | — |
| 144 | — | VANECK ETF TRUST - ISRAEL ETF | $276,767 | 0.2% | +0% | — |
| 145 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $270,046 | 0.2% | +2% | 66.5 |
| 146 |  $AXON | AXON ENTERPRISE, INC. | $267,972 | 0.2% | -64% | 55.6 |
| 147 |  $MRVL | Marvell Technology, Inc. | $244,419 | 0.1% | NEW | 77.3 |
| 148 |  $BLK | BlackRock, Inc. | $243,991 | 0.1% | -13% | 70.3 |
| 149 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $242,832 | 0.1% | NEW | 74.4 |
| 150 |  $EW | Edwards Lifesciences Corp | $238,814 | 0.1% | +0% | 67.6 |
| 151 |  $UTHR | UNITED THERAPEUTICS Corp | $236,238 | 0.1% | +2% | 80.1 |
| 152 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $225,928 | 0.1% | +1% | 60.7 |
| 153 |  $RTX | RTX Corp | $225,644 | 0.1% | +10% | 70 |
| 154 |  $THC | TENET HEALTHCARE CORP | $225,431 | 0.1% | +0% | 66.6 |
| 155 | $WT | WisdomTree, Inc. | $223,132 | 0.1% | +1% | 62.9 |
| 156 |  $TEL | TE Connectivity plc | $220,498 | 0.1% | +0% | — |
| 157 | — | ISHARES TR - RUS TP200 GR ETF | $217,565 | 0.1% | NEW | — |
| 158 | — | BLACKROCK ETF TRUST - ISHARES US LARG | $216,414 | 0.1% | -12% | — |
| 159 |  $ABT | ABBOTT LABORATORIES | $214,836 | 0.1% | -62% | 67 |
| 160 |  $TXN | TEXAS INSTRUMENTS INC | $211,335 | 0.1% | NEW | 70.4 |
| 161 |  $SPY | SPDR S&P 500 ETF TRUST | $209,449 | 0.1% | NEW | — |
| 162 |  $ANET | Arista Networks, Inc. | $208,952 | 0.1% | NEW | 86 |
| 163 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $203,632 | 0.1% | -19% | — |
| 164 | — | SPDR SERIES TRUST - ST STR SP BIOT | $203,194 | 0.1% | NEW | — |
| 165 |  $PFN | PIMCO Income Strategy Fund II | $78,506 | 0.1% | +0% | — |
New Positions (11)
$VST Vistra Corp.$389,260 TEMA ETF TRUST - ELECTRIFICATION$358,053
$STX Seagate Technology Holdings plc$281,305$LITE Lumentum Holdings Inc.$278,011$MRVL Marvell Technology, Inc.$244,419$CDNS CADENCE DESIGN SYSTEMS INC$242,832 ISHARES TR - RUS TP200 GR ETF$217,565
$TXN TEXAS INSTRUMENTS INC$211,335$SPY SPDR S&P 500 ETF TRUST$209,449$ANET Arista Networks, Inc.$208,952 SPDR SERIES TRUST - ST STR SP BIOT$203,194
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