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Williams & Novak, LLC - Portfolio Stock Holdings

Williams & Novak, LLC disclosed 156 stock positions in a recent SEC 13F filing. $149,540,511 of stock holdings were filed, with the largest holdings including MFUS, FBND, and FELC. This filing represented positions held on June 30, 2026, and was filed on July 8, 2026.

Report Period:

June 30, 2026

No. of Stocks:

156

Est. Stock Holding Value:

$149,540,511

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Williams & Novak, LLC

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

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Portfolio Options Holdings - Williams & Novak, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.