Holdings
Williams & Novak Wealth Management, LLC
As of Sep 30, 2026, Williams & Novak Wealth Management, LLC reported 58 positions worth US$47.1M. Largest: Space Exploration Technologies Corp, Apple Inc and Sypris Solutions, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Space Exploration Technologies Corp | 81,700 | US$12.3M | new | Sep 30, 2026 |
| Apple Inc | 14,123 | US$4.7M | +1,331 | Sep 30, 2026 |
| Sypris Solutions, Inc. | 2.24M | US$3.97M | +37,513 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 8,263 | US$2.83M | +902 | Sep 30, 2026 |
| Salesforce, Inc. | 11,349 | US$2.61M | +57 | Sep 30, 2026 |
| Micron Technology, Inc. | 1,889 | US$2.01M | +159 | Sep 30, 2026 |
| Microsoft Corp. | 3,737 | US$1.92M | +400 | Sep 30, 2026 |
| Amazon.com, Inc. | 5,560 | US$1.39M | +2 | Sep 30, 2026 |
| Nvidia Corporation | 6,038 | US$1.38M | +1,499 | Sep 30, 2026 |
| Lam Research Corporation | 4,055 | US$1.33M | +44 | Sep 30, 2026 |