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, SGOV, MSFT, and represent 45.75% of William John Sempolinski's stock portfolio.
- Added to shares of these 10 stocks: AVEM, TOTL, TBUX, IVLU, AAPL, CGDV, GRID, IGM, BRK.B, TSM.
- Started 10 new stock positions in MU, ARM, STX, AVEM, ORCL, XOM, IGM, TOTL, GLW, LMT.
- Reduced shares in these 10 stocks: IGV, SKYY, BX, GRAL, IBM, CFG, MSFT, PLTR, RKLB, BNDX.
- Sold out of its positions in BX, SKYY, GRAL, IGV, RXRX, BNDX.
- William John Sempolinski was a net buyer of stock by $5.5M.
- William John Sempolinski has $199M in assets under management (AUM), dropping by -2.01%.
- Central Index Key (CIK): 0002149024
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Portfolio Holdings for William John Sempolinski
William John Sempolinski holds 93 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 22.3 | $44M | 255k | 174.40 |
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| Apple (AAPL) | 9.8 | $20M | +5% | 77k | 253.79 |
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| T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) | 6.4 | $13M | +11% | 256k | 49.75 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 4.1 | $8.2M | -2% | 82k | 100.66 |
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| Microsoft Corporation (MSFT) | 3.2 | $6.3M | -3% | 17k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $6.2M | +4% | 21k | 287.56 |
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| Amazon (AMZN) | 2.7 | $5.4M | 26k | 208.27 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 2.6 | $5.2M | +24% | 122k | 42.54 |
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| Ishares Tr Us Aer Def Etf (ITA) | 2.3 | $4.6M | +7% | 21k | 218.75 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 2.1 | $4.1M | +3% | 43k | 96.70 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.9 | $3.7M | +5% | 20k | 191.81 |
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| Meta Platforms Cl A (META) | 1.7 | $3.3M | 5.8k | 572.13 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $3.2M | 30k | 106.01 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 1.4 | $2.7M | +52% | 17k | 163.58 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $2.6M | -4% | 30k | 86.69 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 1.3 | $2.5M | +2% | 24k | 103.13 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 1.2 | $2.4M | +111% | 60k | 39.68 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.2 | $2.3M | +42% | 7.1k | 328.66 |
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| Sherwin-Williams Company (SHW) | 1.2 | $2.3M | 7.2k | 320.55 |
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| Ishares Tr Us Home Cons Etf (ITB) | 1.1 | $2.3M | +18% | 25k | 90.55 |
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| Jackson Financial Com Cl A (JXN) | 1.1 | $2.2M | 21k | 105.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $2.1M | 21k | 97.13 |
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| International Business Machines (IBM) | 1.0 | $1.9M | -18% | 7.8k | 242.39 |
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| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.9 | $1.9M | 53k | 35.59 |
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| Realty Income (O) | 0.9 | $1.9M | +2% | 31k | 61.18 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $1.8M | NEW | 22k | 80.58 |
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| Rocket Lab Corp (RKLB) | 0.9 | $1.7M | -11% | 27k | 64.22 |
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| Capital Group Core Balanced SHS (CGBL) | 0.8 | $1.5M | +50% | 44k | 34.41 |
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| Ssga Active Etf Tr St Str Total Etf (TOTL) | 0.8 | $1.5M | NEW | 38k | 39.73 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $1.4M | 7.4k | 192.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $1.4M | 11k | 124.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | +48% | 4.6k | 286.86 |
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| Caterpillar (CAT) | 0.7 | $1.3M | +12% | 1.8k | 708.46 |
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| Quantumscape Corp Com Cl A (QS) | 0.6 | $1.2M | +3% | 193k | 6.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | +201% | 2.5k | 479.20 |
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| Independent Bank (INDB) | 0.6 | $1.2M | -7% | 16k | 75.21 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.2M | 4.8k | 248.00 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.2M | +6% | 9.6k | 124.28 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $1.2M | -11% | 39k | 30.32 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.1M | +187% | 3.4k | 337.95 |
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| National Grid Sponsored Adr Ne (NGG) | 0.6 | $1.1M | +9% | 13k | 84.60 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | +33% | 3.6k | 302.24 |
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| Kinder Morgan (KMI) | 0.5 | $976k | -5% | 29k | 33.53 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.5 | $959k | +15% | 37k | 26.20 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $938k | 710.00 | 1320.83 |
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| Broadcom (AVGO) | 0.5 | $924k | +97% | 3.0k | 309.51 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.4 | $854k | NEW | 7.2k | 118.51 |
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| Carnival Corp Common Stock | 0.4 | $851k | -11% | 33k | 25.88 |
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| Bank of America Corporation (BAC) | 0.4 | $781k | +21% | 16k | 48.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $757k | +12% | 3.5k | 215.06 |
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| Citizens Financial (CFG) | 0.4 | $751k | -28% | 13k | 59.97 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $745k | -23% | 5.1k | 146.28 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.3 | $660k | +23% | 14k | 48.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $632k | 2.0k | 320.81 |
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| Corning Incorporated (GLW) | 0.3 | $613k | NEW | 4.5k | 135.97 |
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| Starwood Property Trust (STWD) | 0.3 | $606k | 35k | 17.22 |
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| Ge Aerospace Com New (GE) | 0.3 | $583k | 2.1k | 283.77 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $558k | 5.6k | 99.27 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $525k | 6.7k | 78.41 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $478k | 6.0k | 79.27 |
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| Enbridge (ENB) | 0.2 | $439k | 8.1k | 54.14 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $434k | -8% | 86k | 5.03 |
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| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.2 | $418k | +20% | 17k | 25.32 |
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| Applied Materials (AMAT) | 0.2 | $399k | 1.2k | 341.79 |
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| Prudential Financial (PRU) | 0.2 | $391k | -4% | 4.0k | 97.69 |
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| Nebius Group Shs Class A (NBIS) | 0.2 | $389k | +11% | 3.8k | 103.76 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $364k | NEW | 603.00 | 604.39 |
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| Eli Lilly & Co. (LLY) | 0.2 | $357k | -11% | 388.00 | 919.77 |
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| Johnson & Johnson (JNJ) | 0.2 | $350k | +7% | 1.4k | 244.44 |
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| Costco Wholesale Corporation (COST) | 0.2 | $349k | +16% | 350.00 | 996.43 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $349k | +67% | 3.9k | 90.53 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $328k | 1.1k | 294.16 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $327k | +3% | 1.7k | 191.92 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $316k | +14% | 5.5k | 57.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $300k | +37% | 503.00 | 597.03 |
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| Home Depot (HD) | 0.1 | $296k | 900.00 | 328.89 |
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| Citigroup Com New (C) | 0.1 | $284k | 2.5k | 113.41 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $273k | NEW | 1.8k | 151.28 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $271k | 2.9k | 93.29 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $265k | +13% | 2.0k | 130.94 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $264k | NEW | 675.00 | 391.76 |
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| Micron Technology (MU) | 0.1 | $257k | NEW | 760.00 | 337.84 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $256k | NEW | 1.5k | 169.66 |
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| Morgan Stanley Etf Trust Eato Va Ultr Etf (EVSB) | 0.1 | $254k | 5.0k | 50.76 |
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| Southern Company (SO) | 0.1 | $240k | 2.5k | 96.52 |
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| Delta Air Lines Com New (DAL) | 0.1 | $233k | 3.5k | 66.48 |
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| General Dynamics Corporation (GD) | 0.1 | $227k | +10% | 662.00 | 343.22 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $221k | -9% | 2.9k | 77.47 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $214k | 1.3k | 168.85 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $211k | 879.00 | 239.99 |
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| Oracle Corporation (ORCL) | 0.1 | $206k | NEW | 1.4k | 147.11 |
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| American Battery Technology Com New (ABAT) | 0.0 | $68k | 24k | 2.79 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $52k | 10k | 5.17 |
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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 2025 Q4 filed Aug. 26, 2026
- William John Sempolinski 2026 Q1 filed Aug. 26, 2026