BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Williams & Novak, LLC

· CIK 0001998419
13F Portfolio $151M AUM 146 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 56 Added 40 Reduced 11 Exited
Page 4 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ZROZ PIMCO ETF TR 10,690.0 $685K 0.45% -9K -47.0% $64.10 -7.7%
62 ACWX ISHARES TR 8,565.0 $652K 0.43% -1K -10.4% $76.11 +1.3%
63 HYD VANECK ETF TRUST 12,467.0 $642K 0.42% -6K -34.3% $51.51 -2.3%
64 IPAC ISHARES TR 7,766.0 $636K 0.42% $81.93 +3.1%
65 GLD SPDR GOLD TR Financial Services 1,724.0 $635K 0.42% $368.38 +11.4%
66 TACK CAPITOL SER TR 19,219.0 $608K 0.40% -4K -17.0% $31.63 +4.0%
67 CMF ISHARES TR 10,346.0 $596K 0.39% -4K -30.2% $57.64 -1.7%
68 META META PLATFORMS INC Communication Services 1,024.0 $577K 0.38% +252.0 +32.6% $563.34 -2.3%
69 IDEV ISHARES TR 6,450.0 $574K 0.38% $89.01 +4.0%
70 VFH VANGUARD WORLD FD 4,270.0 $562K 0.37% $131.60 +7.3%
71 LLY ELI LILLY & CO Healthcare 423.0 $507K 0.34% NEW $1199.43 +6.4%
72 IVV ISHARES TR 652.0 $488K 0.32% +106.0 +19.4% $749.02 +3.2%
73 MINO PIMCO ETF TR 10,650.0 $487K 0.32% +6K +117.3% $45.76 -2.1%
74 PDN INVESCO EXCH TRADED FD TR II 10,755.0 $484K 0.32% $44.98 +4.6%
75 JPM JPMORGAN CHASE & CO Financial Services 1,404.0 $459K 0.30% -14.0 -1.0% $327.24 +8.9%
76 DLS WISDOMTREE TR 5,353.0 $449K 0.30% $83.79 +5.3%
77 IAU ISHARES GOLD TR Financial Services 5,924.0 $447K 0.30% $75.51 +11.5%
78 ESGE ISHARES INC 7,846.0 $429K 0.28% $54.69 -3.1%
79 FLRG FIDELITY COVINGTON TRUST 10,341.0 $424K 0.28% +312.0 +3.1% $41.03 +4.1%
80 VTI VANGUARD INDEX FDS 1,128.0 $417K 0.28% $370.02 +2.7%
Page 4 of 8  ·  146 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.6%
Financial Services 31.7%
Consumer Cyclical 16.5%
Communication Services 7.0%
Healthcare 5.0%
Industrials 1.2%
Basic Materials 1.1%
Consumer Defensive 0.9%
Energy 0.8%