Mowery & Schoenfeld Wealth Management, LLC - Portfolio overview

Mowery & Schoenfeld Wealth Management, LLC has 410 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. PRF - INVESCO EXCHANGE TRADED FD T, 7.60%
2. FTEC - FIDELITY COVINGTON TRUST, 6.29%
3. DFAC - DIMENSIONAL ETF TRUST, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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