Dougherty Wealth Advisers LLC - Portfolio overview

Dougherty Wealth Advisers LLC has 132 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD VALUE ETF, 24.96%
2. VUG - VANGUARD GROWTH ETF, 19.82%
3. VOE - VANGUARD MID-CAP VALUE ETF, 10.52%

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

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