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J. Derek Lewis & Associates

Latest statistics and disclosures from J. Derek Lewis & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGBL, CGDV, CGDG, CGMU, CGGO, and represent 32.22% of J. Derek Lewis & Associates's stock portfolio.
Added to shares of these 10 stocks: CGDG, CGBL, CGGO, CGMS, CGUS, CGCB, CGMU, CGGR, CGMM, CGDV.
Started 26 new stock positions in FGNX, COP, EOSE, MU, WM, GE, IJR, FLY, CGIB, MNTK.
Reduced shares in these 10 stocks: CLNE, TSLA, , BP, UBER, IBIT, Fundamental Global, CRWD, RACE, NVDA.
Sold out of its positions in ARKK, AVR, ADP, BP, CRWD, Etf Opportunities Trust, Fundamental Global, LYG, MLM, MELI. PM, RR, SPGI, NOW, PHYS, PSLV, Strive, SYK, DDD, UBER, URI, VIVO, ONON, RACE.
J. Derek Lewis & Associates was a net buyer of stock by $33M.
J. Derek Lewis & Associates has $445M in assets under management (AUM), dropping by 4.15%.
Central Index Key (CIK): 0002077884

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Portfolio Holdings for J. Derek Lewis & Associates

J. Derek Lewis & Associates holds 211 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Core Balanced SHS (CGBL)	9.6	$43M	+7%	1.2M	34.45	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.2	$32M	+4%	755k	42.54	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	5.5	$24M	+20%	676k	35.95	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	5.0	$22M	+9%	820k	27.12	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	4.9	$22M	+12%	657k	33.42	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	4.6	$21M	+9%	514k	40.21	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.3	$19M	+14%	704k	27.28	View chart
Apple (AAPL)	4.0	$18M		71k	253.80	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	3.3	$15M	+3%	660k	22.39	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	3.3	$15M	+10%	580k	25.28	View chart
Tesla Motors (TSLA)	3.3	$15M	-4%	39k	371.75	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	2.9	$13M	+22%	333k	38.44	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.7	$12M	+19%	459k	26.26	View chart
Capital Group Conservative E SHS (CGCV)	1.9	$8.4M		282k	29.81	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	1.5	$6.7M	+32%	226k	29.49	View chart
Microsoft Corporation (MSFT)	1.3	$5.8M	-3%	16k	370.17	View chart
Capital Group International SHS (CGIC)	1.1	$4.7M	+21%	142k	33.27	View chart
NVIDIA Corporation (NVDA)	1.0	$4.6M	-5%	27k	174.41	View chart
Costco Wholesale Corporation (COST)	1.0	$4.4M	-3%	4.4k	996.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$4.3M	+2%	148k	29.08	View chart
Abbvie (ABBV)	0.9	$4.2M	+4%	19k	217.49	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.9	$4.1M	+32%	139k	29.61	View chart
Capital Group New Geography SHS (CGNG)	0.9	$4.0M	+21%	127k	31.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.0M	+7%	14k	287.56	View chart
Broadcom (AVGO)	0.8	$3.6M	-6%	12k	309.50	View chart
Clean Energy Fuels (CLNE)	0.7	$3.1M	-32%	1.3M	2.48	View chart
Amazon (AMZN)	0.7	$2.9M	-5%	14k	208.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$2.9M		100k	29.13	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.6	$2.8M	+44%	111k	25.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.8M	+9%	4.6k	597.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.6M		4.0k	650.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.5M	-2%	5.3k	479.20	View chart
Circle Internet Group Com Cl A (CRCL)	0.5	$2.3M	+31%	24k	95.41	View chart
Intuitive Surgical Com New (ISRG)	0.5	$2.3M	-4%	5.0k	460.99	View chart
Capital Group International SHS (CGIE)	0.4	$1.8M	-8%	54k	33.86	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.4	$1.7M	+117%	88k	19.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.7M	+9%	5.9k	286.72	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.6M	-7%	11k	146.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$1.6M	+9%	42k	38.96	View chart
Abbott Laboratories (ABT)	0.4	$1.6M		16k	102.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.6M		52k	30.68	View chart
Honeywell International (HON)	0.3	$1.6M	+215%	6.9k	226.03	View chart
Gevo Com Par (GEVO)	0.3	$1.5M	+22%	535k	2.73	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.3	$1.5M	-4%	826k	1.76	View chart
Home Depot (HD)	0.3	$1.4M	+3%	4.3k	328.89	View chart
Wal-Mart Stores (WMT)	0.3	$1.4M		11k	124.28	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$1.4M	+4%	11k	128.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.3M		2.3k	577.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.3	$1.3M	+25%	9.3k	138.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.3M	+17%	6.5k	196.22	View chart
Bank of America Corporation (BAC)	0.3	$1.2M		24k	48.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.2M	+2%	16k	74.34	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	+10%	4.0k	294.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$1.1M	+2%	37k	30.50	View chart
Meta Platforms Cl A (META)	0.3	$1.1M	-14%	2.0k	572.23	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.1M		34k	32.95	View chart
Boeing Company (BA)	0.2	$1.1M	+12%	5.4k	199.02	View chart
Strategy Cl A New (MSTR)	0.2	$1.0M	+22%	8.3k	124.80	View chart
Eli Lilly & Co. (LLY)	0.2	$1.0M		1.1k	920.25	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.0M		22k	47.03	View chart
Chevron Corporation (CVX)	0.2	$1.0M	+6%	4.8k	206.93	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$951k	+4%	24k	39.43	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.2	$949k	+54%	37k	25.34	View chart
Cheniere Energy Com New (LNG)	0.2	$940k	-4%	3.3k	283.76	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$925k	+23%	30k	30.50	View chart
Coinbase Global Com Cl A (COIN)	0.2	$924k	NEW	5.3k	174.61	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$923k		18k	52.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$923k	+2%	1.4k	653.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$895k	+5%	17k	54.05	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.2	$893k	+21%	47k	18.83	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$888k		4.1k	217.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$878k	+27%	14k	64.08	View chart
Edison International (EIX)	0.2	$811k		11k	73.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$810k		2.0k	407.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$804k	+4%	10k	80.58	View chart
Willdan (WLDN)	0.2	$803k	-5%	11k	76.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$784k		16k	49.89	View chart
Edwards Lifesciences (EW)	0.2	$744k	+145%	9.3k	80.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$729k	+6%	2.3k	312.02	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$727k	+11%	1.0k	697.73	View chart
Johnson & Johnson (JNJ)	0.2	$682k	+95%	2.8k	244.40	View chart
Netflix (NFLX)	0.2	$678k	-19%	7.1k	96.15	View chart
Sharplink Com New (SBET)	0.1	$664k	+112%	103k	6.45	View chart
Plug Pwr Com New (PLUG)	0.1	$661k	+7%	293k	2.26	View chart
Lululemon Athletica (LULU)	0.1	$658k	-7%	4.3k	153.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$656k		1.9k	337.95	View chart
Opal Fuels Class A Com (OPAL)	0.1	$655k	-17%	260k	2.52	View chart
Aemetis Com New (AMTX)	0.1	$642k	-13%	201k	3.19	View chart
Bristol Myers Squibb (BMY)	0.1	$632k	+30%	10k	60.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$629k	+55%	3.3k	192.94	View chart
Deere & Company (DE)	0.1	$613k	+3%	1.1k	563.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$612k		13k	48.93	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$606k	NEW	7.9k	77.13	View chart
Visa Com Cl A (V)	0.1	$601k	-18%	2.0k	302.16	View chart
Exxon Mobil Corporation (XOM)	0.1	$552k	-15%	3.3k	169.67	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$543k		411.00	1320.82	View chart
Caterpillar (CAT)	0.1	$536k	-2%	756.00	708.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$525k	+10%	1.2k	437.03	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$525k	+118%	6.0k	86.93	View chart
Agree Realty Corporation (ADC)	0.1	$520k		6.9k	75.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$502k	+10%	1.3k	383.41	View chart
Bullish Ord Shs (BLSH)	0.1	$500k	+59%	14k	35.73	View chart
Ross Stores (ROST)	0.1	$495k		2.3k	216.63	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.1	$491k	+11%	18k	26.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$490k	+63%	7.9k	62.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$486k	+7%	1.6k	305.46	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$485k	-5%	19k	25.79	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$470k		3.0k	158.85	View chart
Advanced Micro Devices (AMD)	0.1	$450k	-18%	2.2k	203.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$448k		3.2k	138.25	View chart
Williams Companies (WMB)	0.1	$448k	-3%	6.2k	72.78	View chart
UnitedHealth (UNH)	0.1	$442k	+12%	1.7k	254.97	View chart
Figma Class A Com Stk (FIG)	0.1	$429k	+58%	20k	21.14	View chart
Gilead Sciences (GILD)	0.1	$421k	+7%	3.0k	139.37	View chart
Republic Services (RSG)	0.1	$417k		1.9k	219.02	View chart
International Business Machines (IBM)	0.1	$404k	+6%	1.7k	242.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$403k	NEW	4.7k	86.69	View chart
Oracle Corporation (ORCL)	0.1	$402k	-36%	2.7k	147.12	View chart
Ge Aerospace Com New (GE)	0.1	$400k	NEW	1.4k	283.84	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.1	$396k		8.9k	44.63	View chart
United Parcel Svcs CL B (UPS)	0.1	$379k	-22%	3.8k	98.38	View chart
Bit Digital SHS (BTBT)	0.1	$372k	-7%	284k	1.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$371k		1.9k	194.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$367k	-3%	15k	24.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$364k		3.3k	108.99	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$358k		7.2k	49.79	View chart
Mastercard Incorporated Cl A (MA)	0.1	$353k		707.00	499.54	View chart
Ramaco Res Com Cl B (METCB)	0.1	$347k	+45%	34k	10.20	View chart
Albemarle Corporation (ALB)	0.1	$342k	-4%	1.9k	179.53	View chart
Surf Air Mobility Com New (SRFM)	0.1	$337k	+84%	293k	1.15	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$331k		3.6k	92.28	View chart
Darden Restaurants (DRI)	0.1	$330k	-9%	1.7k	196.04	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$318k		3.2k	97.89	View chart
Walt Disney Company (DIS)	0.1	$315k		3.3k	96.41	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$307k	-6%	12k	26.28	View chart
McKesson Corporation (MCK)	0.1	$307k		354.00	866.07	View chart
Firefly Aerospace (FLY)	0.1	$302k	NEW	13k	23.04	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$298k		804.00	370.68	View chart
Amgen (AMGN)	0.1	$293k		833.00	351.59	View chart
Lam Research Corp Com New (LRCX)	0.1	$289k		1.4k	213.63	View chart
Arista Networks Com Shs (ANET)	0.1	$279k		2.3k	122.78	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.1	$278k	-11%	76k	3.65	View chart
Sempra Energy (SRE)	0.1	$270k	+12%	2.8k	97.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$265k		3.5k	75.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$258k		10k	25.64	View chart
Micron Technology (MU)	0.1	$255k	NEW	756.00	337.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$252k	-56%	6.6k	38.42	View chart
Pepsi (PEP)	0.1	$250k	-3%	1.6k	155.29	View chart
Wheels Up Experience Com Cl A (UP)	0.1	$250k	-10%	483k	0.52	View chart
AFLAC Incorporated (AFL)	0.1	$249k	-4%	2.3k	109.71	View chart
Lockheed Martin Corporation (LMT)	0.1	$248k	-2%	410.00	605.62	View chart
AmerisourceBergen (COR)	0.1	$245k		780.00	314.14	View chart
Merck & Co (MRK)	0.1	$244k		2.0k	120.31	View chart
Howmet Aerospace (HWM)	0.1	$231k	NEW	1.0k	230.46	View chart
Hilton Worldwide Holdings (HLT)	0.1	$228k	-12%	750.00	304.08	View chart
Neuberger Berman Mlp Income (NML)	0.1	$225k		21k	10.51	View chart
Royal Caribbean Cruises (RCL)	0.1	$223k	NEW	810.00	275.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$222k	NEW	516.00	430.29	View chart
Waste Management (WM)	0.0	$219k	NEW	951.00	229.88	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$218k	NEW	3.2k	69.30	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$217k		3.2k	68.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$217k	NEW	826.00	262.19	View chart
Hubbell (HUBB)	0.0	$216k	NEW	441.00	490.74	View chart
At&t (T)	0.0	$213k	NEW	7.3k	28.99	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$209k	NEW	8.3k	25.23	View chart
ConocoPhillips (COP)	0.0	$207k	NEW	1.6k	132.03	View chart
Ge Vernova (GEV)	0.0	$207k	NEW	237.00	872.90	View chart
NewMarket Corporation (NEU)	0.0	$205k		320.00	640.95	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$204k	+10%	477.00	426.62	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$203k		39k	5.17	View chart
AECOM Technology Corporation (ACM)	0.0	$203k		2.4k	84.82	View chart
Lowe's Companies (LOW)	0.0	$202k		856.00	236.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$201k	NEW	1.6k	124.32	View chart
Sol Strategies (STKE)	0.0	$191k	+90%	194k	0.98	View chart
Strive Cl A Com (ASST)	0.0	$190k	NEW	19k	10.02	View chart
Lucid Group Com New (LCID)	0.0	$189k	+32%	20k	9.53	View chart
Hawaiian Electric Industries (HE)	0.0	$171k	NEW	12k	14.84	View chart
Stellantis SHS (STLA)	0.0	$152k	-52%	27k	5.75	View chart
Modiv Industrial Com Stk Cl C (MDV)	0.0	$146k		10k	14.32	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$136k	-35%	27k	5.03	View chart
Ballard Pwr Sys (BLDP)	0.0	$123k	+10%	51k	2.42	View chart
Eve Holding Ord (EVEX)	0.0	$122k	+53%	49k	2.48	View chart
Joby Aviation Common Stock (JOBY)	0.0	$121k	NEW	15k	8.26	View chart
Fg Nexus (FGNX)	0.0	$121k	NEW	24k	4.99	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$118k	-32%	14k	8.77	View chart
Ivanhoe Electric (IE)	0.0	$118k	NEW	10k	11.82	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$99k	+13%	25k	3.95	View chart
Montauk Renewables (MNTK)	0.0	$98k	NEW	85k	1.15	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$98k	NEW	20k	4.96	View chart
Upexi Com New (UPXI)	0.0	$96k	-36%	97k	0.99	View chart
Encore Energy Corp Com New (EU)	0.0	$95k	+82%	53k	1.80	View chart
Xcf Global Com Cl A (SAFX)	0.0	$90k	+4%	245k	0.37	View chart
Forum Markets Com Shs (FRMM)	0.0	$84k	-21%	29k	2.89	View chart
Evgo Cl A Com (EVGO)	0.0	$74k	+59%	43k	1.72	View chart
Vertical Aerospace Shs New (EVTL)	0.0	$72k	+41%	33k	2.21	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$65k	+204%	70k	0.92	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$63k	-18%	43k	1.46	View chart
Lumen Technologies (LUMN)	0.0	$63k	-50%	10k	6.25	View chart
Brera Holdings Com Cl B New (SLMT)	0.0	$62k	-52%	79k	0.78	View chart
Hain Celestial (HAIN)	0.0	$60k	-48%	86k	0.70	View chart
American Battery Technology Com New (ABAT)	0.0	$53k	-9%	19k	2.79	View chart
Dragonfly Energy Holdings Com Shs (DFLI)	0.0	$51k	-45%	29k	1.74	View chart
Kindly Md (NAKA)	0.0	$51k	-51%	229k	0.22	View chart
Vizsla Silver Corp Com New (VZLA)	0.0	$46k	NEW	14k	3.30	View chart
Bitfarms	0.0	$40k	+34%	20k	1.95	View chart
Venu Hldg Corp (VENU)	0.0	$37k		11k	3.31	View chart
Trident Digital Tech Holding Sponsored Ads (TDTH)	0.0	$31k	-16%	164k	0.19	View chart
Sequans Communications S A Sponsored Ads (SQNS)	0.0	$31k	-36%	12k	2.53	View chart
Canaan Sponsored Ads (CAN)	0.0	$27k	-39%	63k	0.43	View chart
Blink Charging (BLNK)	0.0	$20k	-20%	36k	0.57	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$15k	-4%	25k	0.59	View chart

Past Filings by J. Derek Lewis & Associates

SEC 13F filings are viewable for J. Derek Lewis & Associates going back to 2025

J. Derek Lewis & Associates 2026 Q1 restated filed May 21, 2026
J. Derek Lewis & Associates 2026 Q1 filed May 1, 2026
J. Derek Lewis & Associates 2025 Q4 filed March 23, 2026

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