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GWN SECURITIES INC. - Portfolio Stock Holdings

GWN SECURITIES INC. disclosed 564 stock positions in a recent SEC 13F filing. $633,230,827 of stock holdings were filed, with the largest holdings including IVV, AAPL, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $4,753,625,856 and has 707 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

564

Est. Stock Holding Value:

$633,230,827

Top Stock Holdings By Sector

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Portfolio Stock Holdings - GWN SECURITIES INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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