Wellment Financial reported 37 holdings worth US$87.8M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Wellment Financial reported 37 holdings worth US$87.8M as of Jun 30, 2026. Largest: Meta Platforms, Inc., Abbvie Inc. and Nvidia Corporation. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$87.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Meta Platforms, Inc. | 2,934 | US$1.65M | 1.9% |
| Abbvie Inc. | 5,767 | US$1.45M | 1.7% |
| Nvidia Corporation | 5,846 | US$1.17M | 1.3% |
| Apple Inc | 3,768 | US$1.09M | 1.2% |
| Abbott Laboratories | 6,220 | US$564K | 0.64% |
| Tesla, Inc. | 1,070 | US$450K | 0.51% |
| Micron Technology, Inc. | 276 | US$319K | 0.36% |
| Microsoft Corp. | 660 | US$246K | 0.28% |
| Cisco Systems, Inc. | 1,834 | US$215K | 0.25% |