Papamarkou Wellner Asset Management inc. - Portfolio Stock Holdings
Papamarkou Wellner Asset Management inc. disclosed 91 stock positions in a recent SEC 13F filing. $493,719,806 of stock holdings were filed, with the largest holdings including LMT, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $357,509,070 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
91Est. Stock Holding Value:
$493,719,806Top Stock Holdings By Sector
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Portfolio Stock Holdings - Papamarkou Wellner Asset Management inc.
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