List of top 200 securities held by Williams & Novak Wealth Management LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2026Q3
Report Date Time: 2026-10-09 16:56:46
Total Holdings: 141
Assets Under Management (AUM) :
$151,085,440 ($151.09M)
Reporting Manager: DANIEL NOVAK
Address:
2625 TOWNSGATE ROAD
SUITE 330
WESTLAKE VILLAGE, CA 91361
Since : total money flow = , gains and losses =
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