WILLNER & HELLER, LLC - Portfolio Stock Holdings
WILLNER & HELLER, LLC disclosed 171 stock positions in a recent SEC 13F filing. $158,502,737 of stock holdings were filed, with the largest holdings including NVDA, RDVY, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 7, 2026.We estimate the fund has a total AUM of $193,073,919 and has 3 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:
171Est. Stock Holding Value:
$158,502,737Top Stock Holdings By Sector
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Portfolio Stock Holdings - WILLNER & HELLER, LLC
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