Williams & Novak, LLC - Portfolio overview

Williams & Novak, LLC has 175 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. FBND - FIDELITY MERRIMACK STR TR, 7.56%
2. MFUS - PIMCO EQUITY SER, 6.02%
3. FELC - FIDELITY COVINGTON TRUST, 4.55%

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

Explore securities or join Upside Invest to compare portfolios.