Williams & Novak, LLC Portfolio Holdings
Williams & Novak, LLC
- $118 Billion
- Q2 2025
Williams & Novak, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $13B, Pimco Rafi Dynamic Multi Facto with a value of $7.82B, Fidelity Covington Trust with a value of $5.3B, Sypris Solutions Inc with a value of $4.99B, and Pimco Rafi Dynamic Multi Facto with a value of $2.93B.
Examining the 13F form we can see an increase of $15.4B in the current position value, from $102B to 118B.
Williams & Novak, LLC is based out at Westlake Village, CA
Below you can find more details about Williams & Novak, LLC portfolio as well as his latest detailed transactions.