Mowery & Schoenfeld Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2019946
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13F Reported Value
ⓘ$73.4M
Holdings
363
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Mowery & Schoenfeld Wealth Management, LLC disclosed 363 positions worth $73.4M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 9.5% of the equity portfolio. During the quarter the fund opened 36 new positions and exited 30. The portfolio is most concentrated in Other (33.0% of disclosed assets). All figures are sourced directly from Mowery & Schoenfeld Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2019946.
AI Fund Analysis
Concentrating
$IVZ9.5% weight
Held 7 quarters
FIDELITY COVINGTON TRUST -
7.9% weight
Held 7 quarters
DIMENSIONAL ETF TRUST - US
5.5% weight
Held 7 quarters
$AAPL5.5% weight
Held 7 quarters
$NVDA5.2% weight
Held 7 quarters
$IVZ4 quarters accumulating
$PYPL3 quarters accumulating
VANGUARD INDEX FDS - S&P 5
2 quarters accumulating
INVESTMENT MANAGERS SER TR
2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$7.0M129,107 sh FIDELITY COVINGTON TRUST - MSCI INFO TECH I
—Quality
$5.8M20,358 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$4.1M91,829 sh- 76.4
Quality
$4.0M13,871 sh - 85.9
Quality
$3.8M18,984 sh - 78.2
Quality
$3.6M10,146 sh PROSHARES TR - S&P 500 DV ARIST
—Quality
$2.8M49,403 sh- 78.2
Quality
$2.4M6,872 sh - 79.8
Quality
$1.9M4,992 sh - 87.5
Quality
$1.8M1,510 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $7.0M | 129,107 |
| FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $5.8M | 20,358 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $4.1M | 91,829 |
| Apple Inc.$AAPL | 76.4 | $4.0M | 13,871 |
| NVIDIA CORP$NVDA | 85.9 | $3.8M | 18,984 |
 Alphabet Inc.$GOOG | 78.2 | $3.6M | 10,146 |
| PROSHARES TR - S&P 500 DV ARIST | — | $2.8M | 49,403 |
 Alphabet Inc.$GOOGL | 78.2 | $2.4M | 6,872 |
 MICROSOFT CORP$MSFT | 79.8 | $1.9M | 4,992 |
 ELI LILLY & Co$LLY | 87.5 | $1.8M | 1,510 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Mowery & Schoenfeld Wealth Management, LLC's 363 positions.
Showing top 10 of 363 holdings.
Sector Allocation
Other
$24.2M
Technology
$20.1M
Financials
$12.9M
Healthcare
$4.4M
Consumer Discretionary
$3.9M
Industrials
$3.5M
Utilities
$1.3M
Materials
$1.1M
Top Holdings — Mowery & Schoenfeld Wealth Management, LLC (Q2 2026)
Top 150 of 363 disclosed positions (by reported value) 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 | $IVZ | Invesco Ltd. | $7.0M | 9.5% | +22% | — |
| 2 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $5.8M | 7.9% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $4.1M | 5.5% | +0% | — |
| 4 | $AAPL | Apple Inc. | $4.0M | 5.5% | +0% | 76.4 |
| 5 | $NVDA | NVIDIA CORP | $3.8M | 5.2% | +0% | 85.9 |
| 6 | $GOOG | Alphabet Inc. | $3.6M | 4.9% | +3% | 78.2 |
| 7 | — | PROSHARES TR - S&P 500 DV ARIST | $2.8M | 3.8% | +102% | — |
| 8 | $GOOGL | Alphabet Inc. | $2.4M | 3.3% | +7% | 78.2 |
| 9 | $MSFT | MICROSOFT CORP | $1.9M | 2.5% | +0% | 79.8 |
| 10 | $LLY | ELI LILLY & Co | $1.8M | 2.5% | +0% | 87.5 |
| 11 | — | ISHARES TR - S&P MC 400GR ETF | $1.6M | 2.1% | +0% | — |
| 12 |  $WMT | Walmart Inc. | $1.5M | 2.1% | +0% | 60.2 |
| 13 | — | NORTHERN LTS FD TR II - ESSEN 40 STK ETF | $1.4M | 1.9% | NEW | — |
| 14 |  $CAT | CATERPILLAR INC | $1.1M | 1.5% | +0% | 66.5 |
| 15 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.1M | 1.5% | NEW | — |
| 16 |  $AMZN | AMAZON COM INC | $954,891 | 1.3% | +17% | 68.7 |
| 17 | — | ISHARES TR - FLTG RATE NT ETF | $753,856 | 1.0% | +0% | — |
| 18 | — | ISHARES TR - SELECT DIVID ETF | $710,384 | 1.0% | +0% | — |
| 19 |  $ABBV | AbbVie Inc. | $698,987 | 0.9% | +0% | 72.6 |
| 20 | — | ISHARES TR - CORE S&P500 ETF | $690,477 | 0.9% | +0% | — |
| 21 |  $V | VISA INC. | $656,451 | 0.9% | +0% | 82.9 |
| 22 |  $TPL | Texas Pacific Land Corp | $643,331 | 0.9% | +0% | 73 |
| 23 |  $SPY | SPDR S&P 500 ETF TRUST | $601,150 | 0.8% | +0% | — |
| 24 |  $BAC | BANK OF AMERICA CORP /DE/ | $591,054 | 0.8% | +0% | 67.6 |
| 25 |  $ELV | Elevance Health, Inc. | $584,350 | 0.8% | +0% | 59 |
| 26 |  $ORCL | ORACLE CORP | $550,714 | 0.8% | +0% | 66.2 |
| 27 |  $BLK | BlackRock, Inc. | $548,090 | 0.8% | +0% | 70 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $544,487 | 0.7% | +4% | 73.8 |
| 29 |  $TSLA | Tesla, Inc. | $518,677 | 0.7% | +0% | 53.9 |
| 30 |  $JPM | JPMORGAN CHASE & CO | $509,884 | 0.7% | +0% | 70.7 |
| 31 | — | ISHARES TR - CORE S&P MCP ETF | $485,793 | 0.7% | +0% | — |
| 32 |  $JCI | Johnson Controls International plc | $439,792 | 0.6% | +0% | — |
| 33 |  $AVGO | Broadcom Inc. | $426,480 | 0.6% | +0% | 84.5 |
| 34 | — | INVESCO ACTIVELY MANAGED EXC - SHOR DURA BD ETF | $408,468 | 0.6% | -66% | — |
| 35 |  $LOW | LOWES COMPANIES INC | $391,266 | 0.5% | +0% | 60.8 |
| 36 | — | MANAGED PORTFOLIO SER - LEUTH CORE ETF | $390,531 | 0.5% | -1% | — |
| 37 |  $NTRS | NORTHERN TRUST CORP | $382,622 | 0.5% | -3% | 65.2 |
| 38 |  $KLAC | KLA CORP | $368,087 | 0.5% | +900% | 78.6 |
| 39 |  $CTVA | Corteva, Inc. | $351,803 | 0.5% | +0% | 47.2 |
| 40 |  $Q | Qnity Electronics, Inc. | $342,298 | 0.5% | +0% | 68.4 |
| 41 |  $AXP | AMERICAN EXPRESS CO | $296,703 | 0.4% | +0% | 69.4 |
| 42 |  $AZN | ASTRAZENECA PLC | $294,291 | 0.4% | +0% | — |
| 43 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $283,882 | 0.4% | NEW | — |
| 44 |  $AMD | ADVANCED MICRO DEVICES INC | $282,904 | 0.4% | +0% | 79.8 |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $270,996 | 0.4% | +3% | — |
| 46 |  $LIN | LINDE PLC | $267,774 | 0.4% | +0% | — |
| 47 |  $TRV | TRAVELERS COMPANIES, INC. | $260,795 | 0.4% | +0% | 75.9 |
| 48 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $256,407 | 0.3% | +51% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $254,386 | 0.3% | +0% | 70.3 |
| 50 |  $ETN | Eaton Corp plc | $251,411 | 0.3% | +0% | — |
| 51 |  $WEC | WEC ENERGY GROUP, INC. | $249,071 | 0.3% | +0% | 60.1 |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $242,295 | 0.3% | +0% | 66.2 |
| 53 |  $RTX | RTX Corp | $230,522 | 0.3% | +0% | 73.2 |
| 54 |  $CEG | Constellation Energy Corp | $228,004 | 0.3% | +0% | 59.4 |
| 55 |  $XOM.R34088 | EXXON MOBIL CORP | $220,695 | 0.3% | +0% | 57.9 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $219,685 | 0.3% | -5% | 69 |
| 57 |  $AJG | Arthur J. Gallagher & Co. | $216,255 | 0.3% | -7% | 71.2 |
| 58 | — | ETF OPPORTUNITIES TRUST - HEDGEYE CAPITAL | $213,241 | 0.3% | -89% | — |
| 59 |  $ECL | ECOLAB INC. | $210,072 | 0.3% | +0% | 63.3 |
| 60 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $207,963 | 0.3% | +0% | — |
| 61 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $205,084 | 0.3% | +0% | — |
| 62 |  $PGR | PROGRESSIVE CORP/OH/ | $203,085 | 0.3% | +0% | 80.1 |
| 63 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $202,968 | 0.3% | +0% | — |
| 64 |  $NEE | NEXTERA ENERGY INC | $202,223 | 0.3% | +0% | 64.6 |
| 65 | — | ISHARES TR - MSCI EAFE ETF | $201,839 | 0.3% | +0% | — |
| 66 |  $DD | DuPont de Nemours, Inc. | $189,490 | 0.3% | -67% | 47 |
| 67 |  $MU | MICRON TECHNOLOGY INC | $185,841 | 0.3% | +9% | 86.2 |
| 68 |  $ADI | ANALOG DEVICES INC | $184,287 | 0.3% | +0% | 79.2 |
| 69 |  $META | Meta Platforms, Inc. | $170,114 | 0.2% | +0% | 79.6 |
| 70 |  $HD | HOME DEPOT, INC. | $169,168 | 0.2% | +0% | 60.3 |
| 71 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $168,954 | 0.2% | +0% | — |
| 72 |  $SBUX | STARBUCKS CORP | $167,081 | 0.2% | +0% | 58.2 |
| 73 |  $EXC | EXELON CORP | $161,033 | 0.2% | +0% | 59.6 |
| 74 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $152,416 | 0.2% | +0% | — |
| 75 |  $DHR | DANAHER CORP /DE/ | $149,718 | 0.2% | +0% | 64.8 |
| 76 |  $WMB | WILLIAMS COMPANIES, INC. | $144,369 | 0.2% | +0% | 64.3 |
| 77 |  $CB | Chubb Ltd | $142,430 | 0.2% | +0% | — |
| 78 |  $COKE | Coca-Cola Consolidated, Inc. | $141,281 | 0.2% | +0% | 63.4 |
| 79 |  $GE | GENERAL ELECTRIC CO | $140,897 | 0.2% | -6% | 73.8 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $137,112 | 0.2% | +0% | — |
| 81 |  $EHC | Encompass Health Corp | $135,448 | 0.2% | -18% | 66.9 |
| 82 |  $ITW | ILLINOIS TOOL WORKS INC | $134,093 | 0.2% | +0% | 63.6 |
| 83 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $125,152 | 0.2% | +153% | — |
| 84 |  $ALL | ALLSTATE CORP | $123,729 | 0.2% | +0% | 78.5 |
| 85 |  $CVX | CHEVRON CORP | $120,903 | 0.2% | +0% | 62.8 |
| 86 |  $TYL | TYLER TECHNOLOGIES INC | $114,060 | 0.2% | +0% | 64.3 |
| 87 |  $GEV | GE Vernova Inc. | $110,437 | 0.1% | +0% | 81.1 |
| 88 |  $PM | Philip Morris International Inc. | $109,270 | 0.1% | +0% | 75.9 |
| 89 |  $CRM | Salesforce, Inc. | $109,193 | 0.1% | +0% | 77 |
| 90 |  $UNP | UNION PACIFIC CORP | $108,800 | 0.1% | +0% | 69.7 |
| 91 |  $SPG | SIMON PROPERTY GROUP INC. | $104,878 | 0.1% | +0% | 76.7 |
| 92 |  $WFC | WELLS FARGO & COMPANY/MN | $99,846 | 0.1% | +0% | 61.8 |
| 93 | — | ISHARES TR - CORE S&P TTL STK | $99,475 | 0.1% | +50% | — |
| 94 |  $BSX | BOSTON SCIENTIFIC CORP | $99,018 | 0.1% | +0% | 77.5 |
| 95 |  $APD | Air Products & Chemicals, Inc. | $96,415 | 0.1% | +0% | 46.4 |
| 96 |  $MRK | Merck & Co., Inc. | $93,034 | 0.1% | +0% | 59.9 |
| 97 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $92,084 | 0.1% | NEW | — |
| 98 |  $CCZ | COMCAST CORP | $90,568 | 0.1% | +0% | 59.5 |
| 99 |  $ROL | ROLLINS INC | $87,696 | 0.1% | -19% | 65 |
| 100 |  $DOW | DOW INC. | $84,871 | 0.1% | +0% | 40.2 |
| 101 |  $EVRG | Evergy, Inc. | $84,356 | 0.1% | +0% | 53.2 |
| 102 |  $LRCX | LAM RESEARCH CORP | $83,633 | 0.1% | +0% | 79.4 |
| 103 |  $TXN | TEXAS INSTRUMENTS INC | $83,327 | 0.1% | +0% | 73.4 |
| 104 |  $TJX | TJX COMPANIES INC /DE/ | $82,953 | 0.1% | +0% | 68.7 |
| 105 |  $GLW | CORNING INC /NY | $82,249 | 0.1% | +0% | 73.7 |
| 106 | — | INVESTMENT MANAGERS SER TR I - FPA GBL EQTY ETF | $80,449 | 0.1% | +301% | — |
| 107 |  $MDLZ | Mondelez International, Inc. | $78,440 | 0.1% | +0% | 56.4 |
| 108 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $76,893 | 0.1% | +0% | 70 |
| 109 |  $LNT | ALLIANT ENERGY CORP | $76,596 | 0.1% | +0% | 53.6 |
| 110 | — | ISHARES TR - EAFE GRWTH ETF | $75,772 | 0.1% | +0% | — |
| 111 |  $GLD | SPDR GOLD TRUST | $75,518 | 0.1% | -25% | — |
| 112 | — | ADVISORS INNER CIRCLE FD II - 3EDGE INTL ETF | $74,031 | 0.1% | +0% | — |
| 113 |  $KO | COCA COLA CO | $73,712 | 0.1% | +0% | 69.5 |
| 114 | — | ADVISORS INNER CIRCLE FD II - 3EDGE FIXED ETF | $73,221 | 0.1% | +0% | — |
| 115 |  $IAUX | i-80 Gold Corp. | $72,000 | 0.1% | +0% | 30.6 |
| 116 |  $VLO | VALERO ENERGY CORP/TX | $68,043 | 0.1% | +0% | 57.8 |
| 117 |  $SYK | STRYKER CORP | $67,724 | 0.1% | +0% | 72.1 |
| 118 |  $SRE | SEMPRA | $65,335 | 0.1% | +0% | 41.9 |
| 119 | — | ISHARES TR - 0-3 MTH TREASURY | $64,933 | 0.1% | NEW | — |
| 120 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $64,502 | 0.1% | -0% | 66.2 |
| 121 |  $APO | Apollo Global Management, Inc. | $63,178 | 0.1% | +0% | 52.1 |
| 122 |  $AMAT | APPLIED MATERIALS INC /DE | $62,178 | 0.1% | +0% | 72.3 |
| 123 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $60,742 | 0.1% | +0% | 54.9 |
| 124 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $58,816 | 0.1% | +0% | 61.4 |
| 125 |  $CARR | CARRIER GLOBAL Corp | $57,874 | 0.1% | +0% | 56.6 |
| 126 |  $COF | CAPITAL ONE FINANCIAL CORP | $57,378 | 0.1% | +0% | 62.4 |
| 127 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $55,535 | 0.1% | +95% | — |
| 128 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $54,975 | 0.1% | NEW | — |
| 129 |  $TGT | TARGET CORP | $53,942 | 0.1% | +0% | 60.7 |
| 130 | — | PACER FDS TR - TRENDPILOT 100 | $53,190 | 0.1% | NEW | — |
| 131 |  $DTB | DTE ENERGY CO | $52,416 | 0.1% | +0% | 68.9 |
| 132 |  $ABT | ABBOTT LABORATORIES | $51,908 | 0.1% | +0% | 65.5 |
| 133 | — | FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX | $51,857 | 0.1% | NEW | — |
| 134 |  $LITE | Lumentum Holdings Inc. | $51,484 | 0.1% | NEW | 44.3 |
| 135 |  $ES | EVERSOURCE ENERGY | $51,168 | 0.1% | +0% | 66.1 |
| 136 |  $TMUS | T-Mobile US, Inc. | $50,823 | 0.1% | +0% | 69.1 |
| 137 |  $VMC | Vulcan Materials CO | $50,742 | 0.1% | +0% | 63.5 |
| 138 |  $GS | GOLDMAN SACHS GROUP INC | $49,558 | 0.1% | +0% | 73.5 |
| 139 |  $MRNA | Moderna, Inc. | $49,021 | 0.1% | +0% | 21.2 |
| 140 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $48,201 | 0.1% | NEW | — |
| 141 |  $CSX | CSX CORP | $47,863 | 0.1% | +0% | 65.2 |
| 142 |  $NFLX | NETFLIX INC | $46,410 | 0.1% | +0% | 78.8 |
| 143 |  $CPT | CAMDEN PROPERTY TRUST | $46,201 | 0.1% | +0% | 61 |
| 144 |  $MO | ALTRIA GROUP, INC. | $46,048 | 0.1% | +0% | 67.4 |
| 145 |  $BKNG | Booking Holdings Inc. | $44,560 | 0.1% | +2400% | 58.5 |
| 146 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $44,209 | 0.1% | NEW | — |
| 147 |  $MOBI | Mobia Medical, Inc. | $43,550 | 0.1% | NEW | — |
| 148 |  $C | CITIGROUP INC | $41,861 | 0.1% | +0% | 65 |
| 149 | — | ADVISORS INNER CIRCLE FD II - 3EDGE HARD ETF | $41,735 | 0.1% | +0% | — |
| 150 |  $SCHW | SCHWAB CHARLES CORP | $41,201 | 0.1% | +0% | 79.4 |
New Positions (36)
NORTHERN LTS FD TR II - ESSEN 40 STK ETF$1.4M
VANECK ETF TRUST - SEMICONDUCTR ETF$1.1M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$283,882
FIRST TR EXCHANGE-TRADED ALP - COM SHS$92,084
ISHARES TR - 0-3 MTH TREASURY$64,933
FIRST TR EXCHANGE-TRADED FD - SHS$54,975
PACER FDS TR - TRENDPILOT 100$53,190
FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX$51,857
$LITE Lumentum Holdings Inc.$51,484 FIRST TR EXCHANGE-TRADED FD - SHS$48,201
FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX$44,209
$MOBI Mobia Medical, Inc.$43,550
$HONA Honeywell Aerospace Inc.$40,237 SCHWAB STRATEGIC TR - US LRG CAP ETF$39,378
FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH$34,209
Exited Positions (30)
PROSHARES TR
$SMG SCOTTS MIRACLE-GRO CO VANGUARD CHARLOTTE FDS
$OMC OMNICOM GROUP INC.
$QCOM QUALCOMM INC/DE
$INTU INTUIT INC.
$WRLD WORLD ACCEPTANCE CORP VANGUARD BD INDEX FDS
$PSX Phillips 66 J P MORGAN EXCHANGE TRADED F
ISHARES TR
VANGUARD SCOTTSDALE FDS
$SHW SHERWIN WILLIAMS CO
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC
$RMD RESMED INCBrowse Top Institutional Investors
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