Bill Few Associates, Inc.

CIK 0001914644 · SEWICKLEY, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Bill Few Associates, Inc. reported 227 positions worth $470.0M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: JMTG (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$470.0M
2026 Q2
Positions
227
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.8%
Est. Net Flow (Q)
2026 Q2
10 / 227 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JMTGJ P MORGAN EXCHANGE TRADED FSH$43.4M9.23%855,925
2AAPLAPPLE INCSH$29.3M6.23%101,267
3NVDANVIDIA CORPORATIONSH$18.7M3.98%93,520
4MSFTMICROSOFT CORPSH$15.1M3.20%40,371
5GOOGALPHABET INCSH$14.1M2.99%39,797
6AMATAPPLIED MATLS INCSH$13.8M2.93%19,033
7JPMJPMORGAN CHASE & COSH$11.0M2.34%33,603
8ABBVABBVIE INCSH$9.7M2.07%38,621
9TJXTJX COS INC NEWSH$9.1M1.94%60,171
10VOOVANGUARD INDEX FDSSH$9.0M1.92%13,143

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bill Few Associates, Inc. hold as of Q2 2026?

Bill Few Associates, Inc. reported 227 positions worth $470.0M in its Q2 2026 13F filing. Largest positions: JMTG (9.2%), AAPL (6.2%), NVDA (4.0%), MSFT (3.2%) and GOOG (3.0%).

What did Bill Few Associates, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bill Few Associates, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.