Holdings
Wellment Financial
As of Jun 30, 2026, Wellment Financial reported 9 positions worth US$7.16M. Largest: Meta Platforms, Inc., Abbvie Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 2,934 | US$1.65M | −18 | Jun 30, 2026 |
| Abbvie Inc. | 5,767 | US$1.45M | +229 | Jun 30, 2026 |
| Nvidia Corporation | 5,846 | US$1.17M | +1,189 | Jun 30, 2026 |
| Apple Inc | 3,768 | US$1.09M | +868 | Jun 30, 2026 |
| Abbott Laboratories | 6,220 | US$564K | −114 | Jun 30, 2026 |
| Tesla, Inc. | 1,070 | US$450K | +171 | Jun 30, 2026 |
| Micron Technology, Inc. | 276 | US$319K | new | Jun 30, 2026 |
| Microsoft Corp. | 660 | US$246K | new | Jun 30, 2026 |
| Cisco Systems, Inc. | 1,834 | US$215K | −851 | Jun 30, 2026 |