EADS & HEALD WEALTH MANAGEMENT

CIK 0001035912 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

EADS & HEALD WEALTH MANAGEMENT reported 148 positions worth $204.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: NVDA (3.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$204.0M
2026 Q2
Positions
148
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
21.0%
Est. Net Flow (Q)
2026 Q2
10 / 148 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANvidiaSH$6.7M3.28%33,456
2LRCXLam ResearchSH$6.2M3.05%14,345
3AMDAdvanced MicroSH$4.6M2.24%7,884
4APHAmphenolSH$4.2M2.07%23,932
5CATCaterpillarSH$3.6M1.78%3,413
6AAPLAppleSH$3.6M1.78%12,560
7WMTWalmartSH$3.6M1.75%31,449
8ADIAnalog DevicesSH$3.5M1.71%8,801
9JPMJ.P. Morgan ChaseSH$3.5M1.70%10,618
10GWWW.W. GraingerSH$3.4M1.65%2,475

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

Frequently Asked Questions

What stocks does EADS & HEALD WEALTH MANAGEMENT hold as of Q2 2026?

EADS & HEALD WEALTH MANAGEMENT reported 148 positions worth $204.0M in its Q2 2026 13F filing. Largest positions: NVDA (3.3%), LRCX (3.0%), AMD (2.2%), APH (2.1%) and CAT (1.8%).

What did EADS & HEALD WEALTH MANAGEMENT buy in Q2 2026?

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

What did EADS & HEALD WEALTH MANAGEMENT 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.