William John Sempolinski
Latest statistics and disclosures from William John Sempolinski's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, TBUX, CGDV, SGOV, and represent 45.90% of William John Sempolinski's stock portfolio.
- Added to shares of these 10 stocks: TBUX, CGDV, SMH, SCHD, NEAR, GARP, GRAL, TCAF, SPCX, IGM.
- Started 22 new stock positions in PANW, WTV, XOM, UNH, TSLA, RVMD, VCIT, TWST, SCHD, SMH. LAES, NEAR, CCL, LRCX, GH, AMD, GRAL, QQQ, GLD, TXG, GARP, SPCX.
- Reduced shares in these 10 stocks: MSFT, ITB, TLT, NVDA, TOTL, Carnival Corporation, QS, IBM, PLTR, PFF.
- Sold out of its positions in ABAT, ACHR, Carnival Corporation, CRWV, ENB, Exxon Mobil Corporation, GD, ITB, MTUM, ORCL. PLTR.
- William John Sempolinski was a net buyer of stock by $28M.
- William John Sempolinski has $259M in assets under management (AUM), dropping by 29.98%.
- Central Index Key (CIK): 0002149024
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Portfolio Holdings for William John Sempolinski
William John Sempolinski holds 104 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 21.8 | $56M | -3% | 247k | 228.38 |
|
| Apple (AAPL) | 10.0 | $26M | 77k | 333.02 |
|
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| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 6.6 | $17M | +34% | 344k | 49.57 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 3.9 | $10M | +68% | 205k | 48.85 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 3.7 | $9.6M | +16% | 95k | 100.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $7.6M | +2% | 22k | 344.08 |
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| Amazon (AMZN) | 2.5 | $6.5M | 26k | 249.15 |
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| Microsoft Corporation (MSFT) | 2.4 | $6.2M | -28% | 12k | 512.91 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $5.5M | +26% | 25k | 222.24 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.7 | $4.4M | -2% | 41k | 105.71 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 1.6 | $4.1M | -5% | 20k | 207.18 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 1.6 | $4.1M | +81% | 96k | 42.27 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $3.9M | NEW | 6.5k | 609.00 |
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| Meta Platforms Cl A (META) | 1.5 | $3.9M | -6% | 5.4k | 725.18 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 1.4 | $3.6M | +21% | 20k | 177.11 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $3.6M | -11% | 6.3k | 568.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $3.6M | NEW | 110k | 32.53 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.2 | $3.2M | +96% | 60k | 54.10 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 1.2 | $3.2M | NEW | 65k | 49.86 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $3.1M | +50% | 33k | 94.02 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.1 | $2.9M | +134% | 17k | 169.04 |
|
| Jackson Financial Com Cl A (JXN) | 1.1 | $2.8M | 22k | 129.32 |
|
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| First Tr Exchange-traded Wtr Etf (FIW) | 1.1 | $2.8M | +9% | 27k | 103.78 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.0 | $2.5M | -3% | 58k | 42.89 |
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| Ishares Tr Msci Us Garp Etf (GARP) | 0.9 | $2.4M | NEW | 28k | 85.26 |
|
| Rocket Lab Corp (RKLB) | 0.9 | $2.3M | +24% | 33k | 69.68 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $2.2M | 21k | 103.89 |
|
|
| Sherwin-Williams Company (SHW) | 0.9 | $2.2M | -4% | 6.8k | 323.27 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.8 | $2.0M | +25% | 56k | 36.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.9M | +52% | 3.8k | 497.95 |
|
| Grail (GRAL) | 0.7 | $1.9M | NEW | 14k | 140.12 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.8M | +571% | 8.5k | 210.53 |
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| Realty Income (O) | 0.7 | $1.7M | 31k | 54.30 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.6 | $1.6M | NEW | 11k | 150.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $1.6M | +4% | 12k | 136.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.6M | 4.6k | 340.74 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.5M | -3% | 3.2k | 456.19 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $1.4M | +3% | 7.6k | 185.65 |
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| Visa Com Cl A (V) | 0.5 | $1.4M | +5% | 3.8k | 359.33 |
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| Caterpillar (CAT) | 0.5 | $1.3M | -10% | 1.6k | 810.79 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.3M | -2% | 4.7k | 277.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.3M | NEW | 3.3k | 380.84 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.2M | +16% | 11k | 103.92 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.1M | +202% | 12k | 96.88 |
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| National Grid Sponsored Adr Ne (NGG) | 0.4 | $1.0M | +3% | 14k | 75.82 |
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| Independent Bank (INDB) | 0.4 | $1.0M | -18% | 13k | 77.65 |
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| Johnson & Johnson (JNJ) | 0.4 | $935k | +146% | 3.5k | 264.74 |
|
| International Business Machines (IBM) | 0.4 | $935k | -45% | 4.3k | 219.93 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $906k | -29% | 500.00 | 1811.67 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $884k | +7% | 3.8k | 233.31 |
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| Bank of America Corporation (BAC) | 0.3 | $873k | 16k | 54.43 |
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| Micron Technology (MU) | 0.3 | $847k | +4% | 795.00 | 1065.11 |
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| Kinder Morgan (KMI) | 0.3 | $844k | -3% | 28k | 30.15 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $829k | +77% | 11k | 77.25 |
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| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.3 | $780k | +96% | 32k | 24.07 |
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| Carnival Corp Common Shares (CCL) | 0.3 | $771k | NEW | 31k | 24.54 |
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| Revolution Medicines (RVMD) | 0.3 | $770k | NEW | 3.8k | 205.26 |
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| Nebius Group Shs Class A (NBIS) | 0.3 | $755k | -14% | 3.2k | 235.88 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.3 | $737k | 2.0k | 374.24 |
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| Guardant Health (GH) | 0.3 | $696k | NEW | 3.9k | 178.36 |
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| Ge Aerospace Com New (GE) | 0.2 | $644k | 2.1k | 312.32 |
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| Wisdomtree Tr Us Value Fd (WTV) | 0.2 | $601k | NEW | 5.9k | 102.44 |
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| Applied Materials (AMAT) | 0.2 | $597k | 1.2k | 511.38 |
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|
| Ishares Tr Msci Intl Moment (IMTM) | 0.2 | $563k | -22% | 11k | 52.63 |
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| Broadcom (AVGO) | 0.2 | $557k | -46% | 1.6k | 351.19 |
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| Citizens Financial (CFG) | 0.2 | $521k | -34% | 8.2k | 63.76 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $516k | -2% | 5.5k | 94.54 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $503k | -78% | 6.5k | 77.78 |
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| Eli Lilly & Co. (LLY) | 0.2 | $472k | +5% | 408.00 | 1157.08 |
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| Starwood Property Trust (STWD) | 0.2 | $461k | -2% | 34k | 13.50 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $421k | -13% | 75k | 5.63 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $415k | -63% | 14k | 29.50 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $396k | -24% | 1.4k | 289.66 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $392k | -37% | 425.00 | 922.34 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $391k | NEW | 2.4k | 162.75 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $388k | NEW | 1.2k | 328.51 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $370k | +4% | 528.00 | 700.41 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $369k | 1.1k | 330.83 |
|
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.1 | $357k | -74% | 9.5k | 37.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $355k | 1.7k | 208.02 |
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| Twist Bioscience Corp (TWST) | 0.1 | $348k | NEW | 1.8k | 193.24 |
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| 10x Genomics Cl A Com (TXG) | 0.1 | $334k | NEW | 3.7k | 90.36 |
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| Prudential Financial (PRU) | 0.1 | $324k | -28% | 2.9k | 113.58 |
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| Citigroup Com New (C) | 0.1 | $324k | 2.5k | 129.48 |
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| Costco Wholesale Corporation (COST) | 0.1 | $319k | 350.00 | 910.34 |
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| Home Depot (HD) | 0.1 | $313k | +22% | 1.1k | 284.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $306k | -40% | 4.0k | 76.40 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $302k | -67% | 12k | 25.39 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $299k | -4% | 5.3k | 56.32 |
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| Delta Air Lines Com New (DAL) | 0.1 | $292k | 3.5k | 83.46 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $290k | NEW | 3.7k | 78.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $287k | NEW | 469.00 | 612.38 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $273k | 2.9k | 94.17 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $255k | -17% | 500.00 | 509.25 |
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| Morgan Stanley Etf Trust Eato Va Ultr Etf (EVSB) | 0.1 | $253k | 5.0k | 50.60 |
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| UnitedHealth (UNH) | 0.1 | $239k | NEW | 650.00 | 367.08 |
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| Palo Alto Networks (PANW) | 0.1 | $238k | NEW | 600.00 | 397.31 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $230k | 2.0k | 114.01 |
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| Tesla Motors (TSLA) | 0.1 | $220k | NEW | 620.00 | 354.81 |
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| Corning Incorporated (GLW) | 0.1 | $217k | -68% | 1.4k | 153.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $207k | NEW | 280.00 | 739.77 |
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| Southern Company (SO) | 0.1 | $206k | 2.5k | 82.89 |
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| Quantumscape Corp Com Cl A (QS) | 0.0 | $51k | -94% | 11k | 4.64 |
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| Sealsq Corp Ord Shs (LAES) | 0.0 | $42k | NEW | 18k | 2.34 |
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Past Filings by William John Sempolinski
SEC 13F filings are viewable for William John Sempolinski going back to 2026
- William John Sempolinski 2026 Q3 filed Oct. 20, 2026
- William John Sempolinski 2025 Q4 filed Aug. 26, 2026
- William John Sempolinski 2026 Q1 filed Aug. 26, 2026