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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, CGGO, CGDG, CGGR, and represent 33.14% of J. Derek Lewis & Associates's stock portfolio.
Added to shares of these 10 stocks: CGBL, CGUS, CGDG, CGGO, CGDV, CGMM, CGMU, CGIC, CGMS, CGXU.
Started 29 new stock positions in SOLS, DIA, HONA, ASTS, URI, CAH, CSCO, ARKK, SNDK, RWJ.
Reduced shares in these 10 stocks: Honeywell International, BAC, BLSH, FIG, TLT, MSFT, METCB, SFM, AAPL, BBD.
Sold out of its positions in T, ACM, ACHR, BBD, Bitfarms, CAN, COP, DFLI, EU, FIG. HE, Honeywell International, TLT, NAKA, LMT, LOW, MDV, NVTS, METCB, SQNS, TDTH, UP, SLMT, BLSH.
J. Derek Lewis & Associates was a net buyer of stock by $43M.
J. Derek Lewis & Associates has $529M in assets under management (AUM), dropping by 19.03%.
Central Index Key (CIK): 0002077884

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Portfolio Holdings for J. Derek Lewis & Associates

J. Derek Lewis & Associates holds 216 positions in its portfolio as reported in the June 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	$51M	+8%	1.3M	37.96	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	7.5	$40M	+6%	806k	49.28	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	5.8	$31M	+10%	725k	42.33	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	5.4	$29M	+12%	760k	37.51	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	4.9	$26M	+5%	545k	47.20	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	4.6	$24M	+7%	886k	27.47	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	4.0	$21M	+9%	769k	27.33	View chart
Apple (AAPL)	3.8	$20M		70k	289.37	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	3.5	$19M	+24%	415k	44.48	View chart
Tesla Motors (TSLA)	3.2	$17M	+2%	40k	420.60	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	2.8	$15M		580k	25.85	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.8	$15M		673k	22.29	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	2.4	$13M	+6%	489k	26.18	View chart
Capital Group Conservative E SHS (CGCV)	2.0	$11M	+16%	328k	32.82	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	1.8	$9.3M	+24%	282k	32.97	View chart
Capital Group International SHS (CGIC)	1.3	$7.0M	+34%	191k	36.39	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	1.2	$6.3M	+31%	183k	34.62	View chart
Capital Group New Geography SHS (CGNG)	1.0	$5.5M	+15%	147k	37.46	View chart
Microsoft Corporation (MSFT)	1.0	$5.5M	-6%	15k	373.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$5.4M		151k	36.13	View chart
NVIDIA Corporation (NVDA)	1.0	$5.2M	-2%	26k	200.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.9M		14k	357.37	View chart
Abbvie (ABBV)	0.9	$4.8M		19k	251.64	View chart
Broadcom (AVGO)	0.8	$4.4M		12k	377.76	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.8	$4.3M		833k	5.21	View chart
Costco Wholesale Corporation (COST)	0.8	$4.1M		4.4k	935.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$3.6M	+12%	5.2k	687.08	View chart
Clean Energy Fuels (CLNE)	0.7	$3.5M	+37%	1.7M	2.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$3.3M		98k	33.84	View chart
Amazon (AMZN)	0.6	$3.3M	-3%	14k	238.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$3.2M	+7%	4.3k	746.75	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.5	$2.9M	+2%	114k	25.33	View chart
Capital Group International SHS (CGIE)	0.5	$2.6M	+31%	71k	36.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.5M	-3%	5.1k	500.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.2M	+31%	3.1k	736.40	View chart
Circle Internet Group Com Cl A (CRCL)	0.4	$2.1M	+35%	33k	62.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.1M		5.8k	353.40	View chart
Intuitive Surgical Com New (ISRG)	0.4	$2.0M		5.0k	397.68	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$1.9M	+28%	12k	156.98	View chart
Strategy Cl A New (MSTR)	0.4	$1.9M	+156%	21k	86.93	View chart
Bitmine Immersion Techs Com New (BMNR)	0.3	$1.8M	+55%	136k	13.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.8M	+23%	8.1k	217.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.7M	+2%	54k	31.71	View chart
Micron Technology (MU)	0.3	$1.6M	+88%	1.4k	1154.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$1.6M		11k	146.24	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.6M	-6%	39k	41.25	View chart
Home Depot (HD)	0.3	$1.5M		4.3k	352.71	View chart
Abbott Laboratories (ABT)	0.3	$1.4M		16k	90.74	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M		1.1k	1199.30	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M		4.0k	327.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.3M	+24%	1.8k	749.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.3M		38k	34.81	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.2	$1.3M	+129%	42k	30.90	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M		2.2k	580.91	View chart
Wal-Mart Stores (WMT)	0.2	$1.3M		11k	113.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.3M	+916%	11k	119.52	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.2	$1.3M	+8%	51k	24.44	View chart
Capital Group Equity Etf Tr Us Large Growt (CGGG)	0.2	$1.2M	+14%	43k	28.65	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	-7%	10k	116.67	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$1.2M		34k	36.26	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.2M		16k	76.55	View chart
Gevo Com Par (GEVO)	0.2	$1.2M	+45%	778k	1.50	View chart
Boeing Company (BA)	0.2	$1.2M		5.3k	216.46	View chart
Sharplink Com New (SBET)	0.2	$1.2M	+133%	240k	4.80	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$1.1M	+99%	12k	94.68	View chart
Honeywell International (HON)	0.2	$1.1M	NEW	5.1k	223.90	View chart
Honeywell Aerospace (HONA)	0.2	$1.1M	NEW	5.1k	221.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M	+11%	15k	71.25	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$1.1M		30k	35.24	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$1.0M		24k	43.14	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.0M	+7%	11k	96.49	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$1.0M		21k	48.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.0M	+3%	17k	59.69	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$1.0M	+518%	12k	82.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$998k	+15%	2.7k	370.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$994k		4.1k	243.00	View chart
Meta Platforms Cl A (META)	0.2	$993k	-9%	1.8k	563.32	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$990k	+6%	2.1k	477.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$960k		18k	54.02	View chart
Coinbase Global Com Cl A (COIN)	0.2	$943k	+21%	6.5k	146.19	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$901k	+64%	13k	69.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$857k		1.3k	655.91	View chart
Chevron Corporation (CVX)	0.2	$837k	+4%	5.0k	165.77	View chart
Willdan (WLDN)	0.2	$830k		11k	79.10	View chart
Caterpillar (CAT)	0.2	$823k	+2%	773.00	1065.26	View chart
Plug Pwr Com New (PLUG)	0.2	$818k	+3%	302k	2.71	View chart
Edwards Lifesciences (EW)	0.2	$804k	-4%	8.9k	90.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$794k		16k	50.58	View chart
Deere & Company (DE)	0.1	$782k	+13%	1.2k	634.33	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$738k	-9%	371.00	1989.44	View chart
Edison International (EIX)	0.1	$736k	-10%	9.9k	74.45	View chart
Cheniere Energy Com New (LNG)	0.1	$719k	-9%	3.0k	239.07	View chart
Johnson & Johnson (JNJ)	0.1	$676k	-4%	2.7k	253.93	View chart
Visa Com Cl A (V)	0.1	$673k		2.0k	343.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$654k		12k	52.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$619k	+497%	7.2k	86.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$616k		3.2k	189.76	View chart
International Business Machines (IBM)	0.1	$613k	+30%	2.2k	281.21	View chart
Texas Instruments Incorporated (TXN)	0.1	$610k	+7%	2.0k	298.07	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$606k		2.9k	206.24	View chart
Lam Research Corp Com New (LRCX)	0.1	$604k	+3%	1.4k	433.23	View chart
UnitedHealth (UNH)	0.1	$591k	-17%	1.4k	415.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$576k	+13%	3.7k	157.00	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$573k		1.6k	366.03	View chart
Bristol Myers Squibb (BMY)	0.1	$563k	-6%	9.8k	57.62	View chart
Ge Aerospace Com New (GE)	0.1	$560k	+6%	1.5k	373.82	View chart
Opal Fuels Class A Com (OPAL)	0.1	$547k	-4%	249k	2.20	View chart
Agree Realty Corporation (ADC)	0.1	$523k		6.9k	75.74	View chart
Netflix (NFLX)	0.1	$503k		7.1k	71.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$498k	+11%	3.6k	136.73	View chart
Ross Stores (ROST)	0.1	$486k		2.3k	212.85	View chart
Lululemon Athletica (LULU)	0.1	$479k	-2%	4.2k	114.18	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$458k	-5%	18k	25.73	View chart
Sol Strategies (STKE)	0.1	$446k	+96%	381k	1.17	View chart
Bit Digital SHS (BTBT)	0.1	$439k	-14%	244k	1.80	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.1	$431k		8.8k	49.04	View chart
Williams Companies (WMB)	0.1	$429k	-6%	5.8k	74.34	View chart
Cisco Systems (CSCO)	0.1	$426k	NEW	3.6k	117.44	View chart
Oracle Corporation (ORCL)	0.1	$417k	+4%	2.8k	146.57	View chart
Republic Services (RSG)	0.1	$408k		1.9k	213.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$407k		15k	27.70	View chart
Twenty One Cap Com Shs Cl A (XXI)	0.1	$397k	NEW	80k	4.95	View chart
Arista Networks Com Shs (ANET)	0.1	$389k		2.3k	169.88	View chart
Firefly Aerospace (FLY)	0.1	$388k		13k	29.40	View chart
Gilead Sciences (GILD)	0.1	$387k		3.1k	126.34	View chart
Intel Corporation (INTC)	0.1	$370k	NEW	2.6k	139.67	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$365k		3.3k	109.07	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$362k		7.3k	49.78	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$355k	-46%	4.2k	84.58	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$353k	-8%	3.0k	119.01	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$343k		804.00	426.40	View chart
Rocket Lab Corp (RKLB)	0.1	$340k	NEW	3.3k	101.65	View chart
Darden Restaurants (DRI)	0.1	$339k	-2%	1.6k	206.01	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$325k		3.5k	92.21	View chart
Bank of America Corporation (BAC)	0.1	$320k	-76%	5.6k	56.98	View chart
Western Digital (WDC)	0.1	$315k	NEW	493.00	638.72	View chart
Sandisk Corp (SNDK)	0.1	$314k	NEW	138.00	2273.73	View chart
Walt Disney Company (DIS)	0.1	$313k		3.3k	96.28	View chart
Amgen (AMGN)	0.1	$311k	+3%	858.00	362.01	View chart
Ge Vernova (GEV)	0.1	$307k	+10%	261.00	1174.86	View chart
Eve Holding Ord (EVEX)	0.1	$306k	+148%	122k	2.51	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$306k	-3%	3.1k	100.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$298k		3.6k	83.77	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$295k	NEW	975.00	302.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$291k		9.9k	29.43	View chart
Merck & Co (MRK)	0.1	$289k	+10%	2.2k	128.52	View chart
Lumen Technologies (LUMN)	0.1	$280k	+263%	36k	7.68	View chart
Ivanhoe Electric (IE)	0.1	$279k	+190%	29k	9.61	View chart
McKesson Corporation (MCK)	0.1	$276k	+3%	365.00	756.82	View chart
Strive Cl A Com (ASST)	0.1	$273k	+31%	25k	10.91	View chart
Howmet Aerospace (HWM)	0.1	$269k		1.0k	268.86	View chart
AFLAC Incorporated (AFL)	0.1	$266k		2.3k	117.25	View chart
Sempra Energy (SRE)	0.1	$266k	+3%	2.9k	92.71	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$265k	NEW	1.4k	190.52	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.0	$262k	-14%	9.9k	26.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$260k	+3%	857.00	302.84	View chart
Eos Energy Enterprises Com Cl A (EOSE)	0.0	$259k	+123%	44k	5.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$258k		3.2k	81.06	View chart
Albemarle Corporation (ALB)	0.0	$257k		1.9k	135.03	View chart
Royal Caribbean Cruises (RCL)	0.0	$257k		810.00	317.53	View chart
NewMarket Corporation (NEU)	0.0	$253k		320.00	791.24	View chart
Mastercard Incorporated Cl A (MA)	0.0	$251k	-30%	488.00	513.69	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$249k	NEW	2.8k	88.60	View chart
Hilton Worldwide Holdings (HLT)	0.0	$248k		750.00	330.46	View chart
Waste Management (WM)	0.0	$245k	+15%	1.1k	222.97	View chart
Beta Technologies Com Shs Cl A (BETA)	0.0	$245k	NEW	15k	16.75	View chart
United Rentals (URI)	0.0	$239k	NEW	211.00	1133.14	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$234k	NEW	447.00	522.39	View chart
Hubbell (HUBB)	0.0	$233k		445.00	523.20	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$233k	NEW	2.9k	80.83	View chart
United Parcel Svcs CL B (UPS)	0.0	$232k	-43%	2.2k	107.50	View chart
Pepsi (PEP)	0.0	$231k	+6%	1.7k	135.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$229k	-4%	1.5k	148.36	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$228k	NEW	1.2k	185.30	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$227k	NEW	2.6k	88.86	View chart
AmerisourceBergen (COR)	0.0	$221k		780.00	282.98	View chart
Neuberger Berman Mlp Income (NML)	0.0	$217k		21k	10.14	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$217k		6.5k	33.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$215k	+262%	1.7k	124.16	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$212k		8.3k	25.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$210k	NEW	3.5k	59.51	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$208k	NEW	1.9k	112.32	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$205k	NEW	5.5k	37.26	View chart
Aemetis Com New (AMTX)	0.0	$205k	-37%	125k	1.64	View chart
Cardinal Health (CAH)	0.0	$205k	NEW	862.00	237.56	View chart
Applied Materials (AMAT)	0.0	$202k	NEW	279.00	723.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$200k	+5%	543.00	368.38	View chart
Ramaco Res Com Cl A (METC)	0.0	$183k	NEW	14k	13.23	View chart
Lucid Group Com New (LCID)	0.0	$169k	+27%	25k	6.69	View chart
Montauk Renewables (MNTK)	0.0	$166k	+25%	107k	1.56	View chart
Ballard Pwr Sys (BLDP)	0.0	$163k	-17%	42k	3.89	View chart
Janover (DFDV)	0.0	$153k	NEW	52k	2.94	View chart
Vertical Aerospace Shs New (EVTL)	0.0	$141k	+149%	81k	1.74	View chart
Surf Air Mobility Com New (SRFM)	0.0	$140k	-58%	121k	1.16	View chart
Pyxis Oncology Common Stock (PYXS)	0.0	$126k	-2%	42k	3.01	View chart
Americas Gold And Silver Cor Com New (USAS)	0.0	$125k		27k	4.72	View chart
Forum Markets Com Shs (FRMM)	0.0	$120k	-23%	22k	5.43	View chart
Joby Aviation Common Stock (JOBY)	0.0	$119k	-9%	13k	8.92	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$117k	+145%	172k	0.68	View chart
American Battery Technology Com New (ABAT)	0.0	$112k	+107%	40k	2.83	View chart
Eightco Holdings (ORBS)	0.0	$111k	NEW	160k	0.70	View chart
Xcf Global Com Cl A (SAFX)	0.0	$110k	+2%	250k	0.44	View chart
Upexi Com New (UPXI)	0.0	$98k	+28%	125k	0.78	View chart
Stellantis SHS (STLA)	0.0	$95k	-37%	17k	5.74	View chart
Vizsla Silver Corp Com New (VZLA)	0.0	$92k	+100%	28k	3.30	View chart
Keel Infrastructure Corp Com Shs (KEEL)	0.0	$83k	NEW	14k	5.74	View chart
Evgo Cl A Com (EVGO)	0.0	$80k	-2%	42k	1.91	View chart
Nakamoto	0.0	$59k	NEW	15k	3.95	View chart
Fg Nexus (FGNX)	0.0	$58k	-53%	11k	5.17	View chart
Blink Charging (BLNK)	0.0	$55k	+138%	86k	0.64	View chart
New Horizon Aircraft (HOVR)	0.0	$49k	NEW	25k	1.97	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$42k	-56%	11k	3.85	View chart
Sidus Space Cl A Com New (SIDU)	0.0	$32k	NEW	11k	2.81	View chart
Venu Hldg Corp (VENU)	0.0	$25k		11k	2.27	View chart
Hain Celestial (HAIN)	0.0	$13k	-72%	24k	0.56	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$9.8k	+9%	27k	0.36	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 Q2 filed July 31, 2026
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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