Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $58.2 Billion distributed in 383 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $4.77B, Apple Inc. with a value of $3.78B, Dimensional ETF Tr U S Core Eq with a value of $3.69B, Nvidia Corp with a value of $3.53B, and Microsoft Corp with a value of $2.75B.
Examining the 13F form we can see an decrease of $7.62B in the current position value, from $65.9B to 58.2B.
Mowery & Schoenfeld Wealth Management, LLC is based out at Lincolnshire, IL
Below you can find more details about Mowery & Schoenfeld Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$58.2 Billion
ETFs: $19.8 Billion
Technology: $13.3 Billion
Financial Services: $5.13 Billion
Communication Services: $4.67 Billion
Healthcare: $3.54 Billion
Consumer Cyclical: $2.59 Billion
Industrials: $2.34 Billion
Consumer Defensive: $2.07 Billion
Other: $3.27 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
