Williams & Novak Wealth Management, LLC
Williams & Novak Wealth Management, LLC reported 146 positions worth $151.2M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: MFUS (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MFUS | SH | $10.0M | 6.62% | 149,114 | — | — | |
| ▸ 2 | FBND | SH | $9.2M | 6.09% | 202,552 | — | — | |
| ▸ 3 | FELC | SH | $7.4M | 4.89% | 176,307 | — | — | |
| ▸ 4 | PYLD | SH | $6.4M | 4.24% | 241,985 | — | — | |
| ▸ 5 | SYPR | SH | $5.4M | 3.55% | 2,205,929 | — | — | |
| ▸ 6 | MFEM | SH | $5.0M | 3.33% | 178,456 | — | — | |
| ▸ 7 | ISCF | SH | $4.8M | 3.16% | 110,204 | — | — | |
| ▸ 8 | AAPL | SH | $3.7M | 2.45% | 12,792 | — | — | |
| ▸ 9 | XPCQX | SH | $3.3M | 2.17% | 365,198 | — | — | |
| ▸ 10 | MFDX | SH | $3.0M | 2.00% | 72,500 | — | — |
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Frequently Asked Questions
What stocks does Williams & Novak Wealth Management, LLC hold as of Q2 2026?
Williams & Novak Wealth Management, LLC reported 146 positions worth $151.2M in its Q2 2026 13F filing. Largest positions: MFUS (6.6%), FBND (6.1%), FELC (4.9%), PYLD (4.2%) and SYPR (3.5%).
What did Williams & Novak Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Williams & Novak Wealth Management, LLC 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.