Schorn Wealth LLC

Schorn Wealth LLC reported 80 holdings worth US$382M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Schorn Wealth LLC reported 80 holdings worth US$382M as of Jun 30, 2026. Largest: Broadcom Inc., Amazon.com, Inc. and Nvidia Corporation. Filed Jul 31, 2026 (Form 13F).

Holdings
80
Value as reported
US$382M

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.11,166US$4.22M1.1%
Amazon.com, Inc.16,017US$3.82M1.00%
Nvidia Corporation17,847US$3.57M0.93%
Apple Inc11,938US$3.45M0.90%
Tesla, Inc.7,536US$3.17M0.83%
Alphabet Inc (google) Class C8,031US$2.87M0.75%
Microsoft Corp.6,829US$2.55M0.67%
Meta Platforms, Inc.3,306US$1.86M0.49%
Micron Technology, Inc.1,459US$1.68M0.44%
Jp Morgan Chase & Co.4,733US$1.55M0.41%
Shopify Inc.10,227US$1.17M0.31%
Robinhood Markets, Inc.10,024US$1.01M0.26%
Public Service Enterprise Group Incorporated12,042US$977K0.26%
Air Products And Chemicals, Inc.3,209US$941K0.25%
3m Company5,434US$880K0.23%
Cloudflare, Inc.3,386US$831K0.22%
Eli Lilly And Company608US$729K0.19%
Palantir Technologies Inc.6,218US$725K0.19%
Eos Energy Enterprises, Inc.100KUS$588K0.15%
Crowdstrike Holdings, Inc.714US$545K0.14%
Old Dominion Freight Line, Inc.2,287US$495K0.13%
Bank Of America Corporation8,136US$464K0.12%
Lemonade, Inc.5,422US$353K0.09%
Dorman Products, Inc.2,564US$350K0.09%
Johnson & Johnson1,304US$331K0.09%
Trex Company, Inc.6,400US$320K0.08%
Advanced Micro Devices Inc546US$317K0.08%
Chevron Corporation1,881US$312K0.08%
Phillips 661,516US$256K0.07%
Conocophillips2,305US$240K0.06%
Visa Inc.696US$239K0.06%
Abbvie Inc.939US$236K0.06%
International Business Machines Corporation835US$235K0.06%
Southern Company (the)2,453US$235K0.06%
Allstate Corporation (the)924US$220K0.06%
Rtx Corporation1,156US$219K0.06%
Berkshire Hathaway Inc.428US$214K0.06%
Innventure, Inc.22,000US$112K0.03%
Exxon Mobil Corporation0US$00.00%
Honeywell International Inc.0US$00.00%
Pfizer, Inc.0US$00.00%

Source

View original at SEC

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