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Wiley Bros.-aintree Capital

Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, IJH, NVDA, MSFT, and represent 13.82% of &partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$158M), VO (+$75M), NVDA (+$69M), IVV (+$64M), AAPL (+$56M), KLAC (+$45M), IJH (+$43M), VEA (+$42M), MSFT (+$41M), VGT (+$39M).
Started 204 new stock positions in PFN, ACYN, CORT, XOVR, FTAI, LAUR, AAOI, DHS, IESC, RSPA.
Reduced shares in these 10 stocks: PANW (-$21M), Honeywell International (-$20M), MISL (-$14M), PG (-$14M), XLF (-$14M), FXN (-$13M), VV (-$10M), IUSB (-$10M), EFV (-$9.9M), FTXL (-$9.4M).
Sold out of its positions in EFOR, ABVX, Akamai Technologies, AGI, ORR, AVIG, AMH, American Wtr Cap Corp, Bill Holdings, Blackrock Utils Infrastructu.
&partners was a net buyer of stock by $2.3B.
&partners has $24B in assets under management (AUM), dropping by 20.44%.
Central Index Key (CIK): 0000107136

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Positions held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for &partners

&partners holds 2509 positions in its portfolio as reported in the June 2026 quarterly 13F filing

&partners has 2509 total positions. Only the first 250 positions are shown.

Sign up to view all of the &partners June 30, 2026 positions
Download the &partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.5	$858M	+6%	3.0M	288.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$702M	+10%	937k	749.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$643M	+7%	8.3M	77.13	View chart
NVIDIA Corporation (NVDA)	2.5	$598M	+13%	3.0M	200.18	View chart
Microsoft Corporation (MSFT)	2.3	$566M	+7%	1.5M	372.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$421M	+8%	4.3M	98.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.7	$406M	+7%	9.8M	41.28	View chart
Broadcom (AVGO)	1.5	$361M	+8%	956k	377.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$343M	+5%	959k	357.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$331M	+3%	3.4M	96.61	View chart
Amazon (AMZN)	1.3	$322M	+7%	1.4M	237.53	View chart
JPMorgan Chase & Co. (JPM)	1.3	$306M		936k	327.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$251M	+9%	337k	746.70	View chart
Micron Technology (MU)	1.0	$249M	+11%	215k	1158.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$241M	+16%	353k	682.73	View chart
Eli Lilly & Co. (LLY)	0.9	$217M	+5%	181k	1200.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$210M	+9%	4.3M	48.45	View chart
Johnson & Johnson (JNJ)	0.8	$206M	+6%	810k	253.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$186M	+572%	2.2M	86.12	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$175M	+6%	2.1M	82.88	View chart
Meta Platforms Cl A (META)	0.7	$171M	+7%	303k	562.78	View chart
Wal-Mart Stores (WMT)	0.7	$163M	+5%	1.4M	113.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$151M	+10%	423k	355.95	View chart
Visa Com Cl A (V)	0.6	$149M	+8%	435k	343.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$144M	+6%	607k	236.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$144M		653k	219.68	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$142M	+8%	2.9M	49.32	View chart
Cisco Systems (CSCO)	0.6	$139M	+7%	1.2M	117.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$137M	+45%	1.9M	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$132M	+20%	604k	217.88	View chart
Applied Materials (AMAT)	0.5	$131M	+7%	181k	721.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$127M	+4%	854k	148.53	View chart
Costco Wholesale Corporation (COST)	0.5	$123M	+12%	132k	935.76	View chart
Caterpillar (CAT)	0.5	$118M		110k	1067.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$118M	+8%	235k	500.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$114M	+13%	1.5M	77.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$112M	+15%	152k	735.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$111M	+16%	301k	369.97	View chart
Goldman Sachs (GS)	0.4	$109M		108k	1011.90	View chart
Abbvie (ABBV)	0.4	$107M	+7%	426k	251.71	View chart
Tesla Motors (TSLA)	0.4	$107M	+3%	254k	421.02	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.4	$107M		2.3M	47.22	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$107M	-2%	4.8M	22.30	View chart
Amgen (AMGN)	0.4	$102M		281k	362.09	View chart
Exxon Mobil Corporation (XOM)	0.4	$100M	+2%	732k	136.68	View chart
Home Depot (HD)	0.4	$98M	+5%	277k	352.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$97M	+344%	1.2M	80.55	View chart
PNC Financial Services (PNC)	0.4	$93M	+6%	377k	246.42	View chart
McDonald's Corporation (MCD)	0.4	$89M	+5%	328k	270.40	View chart
Blackrock (BLK)	0.4	$88M	+9%	92k	961.52	View chart
Chevron Corporation (CVX)	0.4	$88M		531k	165.69	View chart
Analog Devices (ADI)	0.4	$87M	+8%	219k	396.92	View chart
Procter & Gamble Company (PG)	0.4	$87M	-13%	592k	146.60	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$85M	+4%	933k	91.27	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.3	$85M	+9%	1.6M	53.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$83M		437k	190.59	View chart
Nextera Energy (NEE)	0.3	$80M	+7%	914k	87.75	View chart
International Business Machines (IBM)	0.3	$78M	+9%	270k	289.66	View chart
Eaton Corp SHS (ETN)	0.3	$78M	+11%	183k	426.30	View chart
AFLAC Incorporated (AFL)	0.3	$77M	+11%	658k	117.17	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$77M	+8%	859k	89.20	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.3	$77M	-7%	1.8M	42.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$73M	+15%	152k	479.33	View chart
Palo Alto Networks (PANW)	0.3	$73M	-22%	213k	340.40	View chart
Merck & Co (MRK)	0.3	$72M	+11%	562k	128.56	View chart
Automatic Data Processing (ADP)	0.3	$71M	+8%	319k	223.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$71M	+11%	1.2M	59.69	View chart
Verizon Communications (VZ)	0.3	$71M	-3%	1.7M	42.31	View chart
Advanced Micro Devices (AMD)	0.3	$71M		121k	581.88	View chart
General Dynamics Corporation (GD)	0.3	$70M	+7%	198k	354.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$70M	+17%	1.4M	50.63	View chart
Chubb (CB)	0.3	$68M	+8%	201k	340.66	View chart
TJX Companies (TJX)	0.3	$64M	+8%	425k	151.48	View chart
Pepsi (PEP)	0.3	$64M	+4%	471k	135.33	View chart
Lowe's Companies (LOW)	0.3	$63M	+2%	286k	220.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$63M	+4%	383k	164.51	View chart
Constellation Energy (CEG)	0.3	$62M	+9%	248k	248.38	View chart
Lam Research Corp Com New (LRCX)	0.2	$60M	+6%	138k	435.14	View chart
Ge Aerospace Com New (GE)	0.2	$60M	+7%	160k	373.51	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$59M	+18%	710k	82.66	View chart
Linde SHS (LIN)	0.2	$55M	+11%	107k	518.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$55M	-8%	401k	137.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$55M	+13%	183k	302.90	View chart
Abbott Laboratories (ABT)	0.2	$55M	+4%	603k	90.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$54M	+37%	797k	68.22	View chart
Williams Companies (WMB)	0.2	$54M	+5%	730k	74.36	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.2	$54M	-4%	1.2M	44.54	View chart
EOG Resources (EOG)	0.2	$54M	-2%	416k	129.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$53M		145k	368.44	View chart
Qualcomm (QCOM)	0.2	$53M		286k	185.92	View chart
Palantir Technologies Cl A (PLTR)	0.2	$53M	-3%	450k	117.65	View chart
Oracle Corporation (ORCL)	0.2	$52M	+10%	357k	146.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$52M	-3%	243k	212.81	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.2	$52M	+3%	1.5M	34.65	View chart
UnitedHealth (UNH)	0.2	$51M	+17%	123k	415.45	View chart
Raytheon Technologies Corp (RTX)	0.2	$51M	+4%	268k	189.69	View chart
Gilead Sciences (GILD)	0.2	$51M	+4%	403k	126.13	View chart
Kla Corp Com New (KLAC)	0.2	$49M	+1036%	164k	302.10	View chart
Mastercard Incorporated Cl A (MA)	0.2	$49M	+11%	94k	515.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$48M	+2%	63k	764.27	View chart
Phillips 66 (PSX)	0.2	$48M	+7%	284k	168.89	View chart
L3harris Technologies (LHX)	0.2	$48M	+15%	164k	290.25	View chart
Emerson Electric (EMR)	0.2	$47M	+9%	326k	143.03	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$46M	-18%	1.0M	46.13	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$46M	+11%	500k	91.64	View chart
Lockheed Martin Corporation (LMT)	0.2	$45M	+11%	89k	509.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$45M		198k	227.58	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$44M	+12%	22k	1984.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$44M	+724%	368k	119.59	View chart
Arista Networks Com Shs (ANET)	0.2	$44M	+75%	258k	169.78	View chart
salesforce (CRM)	0.2	$43M	+60%	277k	156.63	View chart
Bank of America Corporation (BAC)	0.2	$43M	+6%	759k	57.01	View chart
Coca-Cola Company (KO)	0.2	$43M	+8%	525k	81.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$43M	+21%	555k	76.65	View chart
Garmin SHS (GRMN)	0.2	$43M	+8%	179k	237.86	View chart
Servicenow (NOW)	0.2	$42M	+60%	425k	99.21	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$42M	+7%	715k	58.66	View chart
Ge Vernova (GEV)	0.2	$41M	+25%	35k	1174.55	View chart
American Electric Power Company (AEP)	0.2	$41M	+7%	302k	136.92	View chart
W.W. Grainger (GWW)	0.2	$40M	+13%	30k	1358.14	View chart
Illinois Tool Works (ITW)	0.2	$40M	+2%	148k	270.37	View chart
ConocoPhillips (COP)	0.2	$40M	+4%	380k	103.89	View chart
Paychex (PAYX)	0.2	$39M	+7%	398k	98.46	View chart
Union Pacific Corporation (UNP)	0.2	$39M	+5%	141k	272.15	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$38M	+17%	1.0M	38.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$38M		665k	56.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$37M	-9%	505k	73.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$37M	+10%	234k	157.06	View chart
Marvell Technology (MRVL)	0.2	$37M	+16%	123k	297.85	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$37M	+764%	517k	70.84	View chart
Morgan Stanley Com New (MS)	0.1	$36M	+11%	174k	208.57	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$36M	+14%	1.7M	20.87	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$35M	+12%	820k	43.13	View chart
Philip Morris International (PM)	0.1	$35M	+5%	193k	180.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$34M	+8%	215k	158.08	View chart
3M Company (MMM)	0.1	$34M	+35%	208k	162.07	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$34M	+84%	686k	49.11	View chart
Air Products & Chemicals (APD)	0.1	$33M	+5%	113k	293.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$33M	+39%	34k	978.01	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$33M	+18%	167k	197.48	View chart
Medtronic SHS (MDT)	0.1	$33M	-4%	447k	73.38	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$33M	+2%	2.0M	16.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$32M	+31%	623k	50.57	View chart
Corning Incorporated (GLW)	0.1	$31M		123k	254.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$31M	-9%	102k	299.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$31M	+323%	247k	123.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$31M	+18%	125k	243.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$30M	+6%	292k	103.88	View chart
Boeing Company (BA)	0.1	$30M	-2%	140k	216.51	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$30M	+22%	785k	37.60	View chart
Tcw Etf Trust Flexible Income (FLXR)	0.1	$29M	+266%	744k	39.21	View chart
At&t (T)	0.1	$29M	+3%	1.4M	20.71	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$29M		383k	75.92	View chart
Netflix (NFLX)	0.1	$29M	+6%	406k	71.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$29M		345k	83.74	View chart
American Express Company (AXP)	0.1	$29M		85k	338.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$29M	+6%	353k	81.02	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$29M		200k	142.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$29M		223k	127.80	View chart
Duke Energy Corp Com New (DUK)	0.1	$28M	+2%	222k	126.56	View chart
Citigroup Com New (C)	0.1	$28M	+6%	200k	139.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$28M	+24%	224k	125.06	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$28M	+5%	793k	35.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$28M		42k	656.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$28M	+23%	91k	306.23	View chart
Amphenol Corp Cl A (APH)	0.1	$28M	+8%	154k	179.84	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$28M	+416%	313k	88.09	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$28M	-4%	239k	115.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$27M		343k	79.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$27M	-27%	79k	343.76	View chart
Starbucks Corporation (SBUX)	0.1	$27M	-3%	264k	101.97	View chart
American Tower Reit (AMT)	0.1	$27M	+6%	164k	163.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$27M	+2%	214k	125.07	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.1	$27M	+2435%	291k	91.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$27M	+4%	527k	50.39	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$26M		124k	212.14	View chart
Texas Instruments Incorporated (TXN)	0.1	$26M	-3%	89k	297.00	View chart
Digital Realty Trust (DLR)	0.1	$26M	+4%	146k	179.85	View chart
Intel Corporation (INTC)	0.1	$26M		187k	139.75	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$26M	+34%	965k	27.07	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$26M	+172%	141k	185.33	View chart
McKesson Corporation (MCK)	0.1	$26M	+9%	35k	750.97	View chart
Nucor Corporation (NUE)	0.1	$26M	-21%	117k	222.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$26M	+31%	521k	49.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$26M	+4%	1.6M	16.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$25M	-21%	69k	362.63	View chart
Altria (MO)	0.1	$25M	+15%	343k	72.05	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$24M	+55%	460k	52.97	View chart
Nomura Etf Tr Focu Em Mkts Etf (EMEQ)	0.1	$24M	-11%	334k	72.87	View chart
Waste Management (WM)	0.1	$24M	+17%	109k	222.91	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$24M	+18%	486k	49.84	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$24M		165k	144.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$24M	+10%	202k	117.77	View chart
Deere & Company (DE)	0.1	$24M	+5%	37k	635.82	View chart
Prologis (PLD)	0.1	$24M	+8%	175k	135.50	View chart
Snap-on Incorporated (SNA)	0.1	$24M	+3%	59k	402.78	View chart
Tidal Trust Iii Fund Gra Mid Etf (GRNJ)	0.1	$23M	+6%	744k	31.45	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$23M	+4%	254k	91.69	View chart
Dell Technologies CL C (DELL)	0.1	$23M	-10%	54k	431.39	View chart
Novartis Sponsored Adr (NVS)	0.1	$23M	+3%	147k	156.61	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$23M	+7%	472k	48.67	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$23M		146k	156.30	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$23M	+25%	431k	52.81	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$23M	+30%	198k	114.65	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$22M	+28%	281k	79.57	View chart
Cme (CME)	0.1	$22M		99k	221.97	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$22M	+10%	225k	96.98	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$22M	-4%	214k	101.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$22M	+38%	785k	27.49	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$21M	+11%	813k	26.24	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$21M	+8%	421k	50.47	View chart
Truist Financial Corp equities (TFC)	0.1	$21M		424k	49.82	View chart
Kinder Morgan (KMI)	0.1	$21M	+4%	658k	32.01	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$21M	+6%	499k	41.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$21M	+10%	214k	96.94	View chart
Trust For Professional Man Activepassive Us (APUE)	0.1	$21M		440k	46.67	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$21M	+485%	95k	216.86	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$20M	+579%	381k	53.40	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$20M	-19%	543k	36.99	View chart
Stryker Corporation (SYK)	0.1	$20M	+14%	64k	314.38	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$20M	+5%	459k	43.15	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$20M	+25%	378k	52.34	View chart
S&p Global (SPGI)	0.1	$20M		49k	407.44	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$20M	+5%	37k	526.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$19M	+41%	382k	50.56	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$19M	+46%	280k	68.92	View chart
Wec Energy Group (WEC)	0.1	$19M	+4%	165k	116.64	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$19M	-4%	364k	53.04	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$19M		77k	247.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$19M	-18%	78k	242.97	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$19M	+118%	339k	56.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$19M	+13%	598k	31.73	View chart
Astrazeneca Ord (AZN)	0.1	$19M	+42%	100k	189.70	View chart
Trane Technologies SHS (TT)	0.1	$19M	+33%	38k	493.02	View chart
Marathon Petroleum Corp (MPC)	0.1	$19M	+6%	74k	255.24	View chart
Southern Company (SO)	0.1	$19M	+6%	197k	95.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$19M	+41%	61k	302.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$19M	+52%	810k	22.85	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$19M	+143%	138k	133.88	View chart
Enterprise Products Partners (EPD)	0.1	$19M	+5%	502k	36.76	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$18M	+1454%	55k	334.07	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$18M	+26%	553k	33.03	View chart
Pfizer (PFE)	0.1	$18M	+3%	755k	24.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$18M	+24%	54k	334.93	View chart
Walt Disney Company (DIS)	0.1	$18M	+5%	188k	95.85	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$18M	+39%	164k	109.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$18M	+5%	620k	29.03	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$18M	+5%	873k	20.36	View chart
Arch Cap Group Ord (ACGL)	0.1	$18M	+5%	182k	97.20	View chart
CVS Caremark Corporation (CVS)	0.1	$18M	+10%	171k	103.36	View chart

Past Filings by &partners

SEC 13F filings are viewable for &partners going back to 2018

&partners 2026 Q2 filed Aug. 14, 2026
&partners 2026 Q1 filed May 15, 2026
&partners 2025 Q4 filed Feb. 17, 2026
&partners 2025 Q3 filed Nov. 14, 2025
&partners 2025 Q2 filed Aug. 14, 2025
&partners 2025 Q1 filed May 15, 2025
&partners 2024 Q4 filed Feb. 14, 2025
&partners 2024 Q3 filed Nov. 14, 2024
&partners 2024 Q2 filed July 24, 2024
&partners 2024 Q1 filed April 11, 2024
&partners 2023 Q4 filed Jan. 9, 2024
&partners 2023 Q3 filed Oct. 6, 2023
Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022

View all past filings

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