William John Sempolinski

William John Sempolinski as of March 31, 2026

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
Apple (AAPL) 9.8 $20M 77k 253.79
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX) 6.4 $13M 256k 49.75
Ishares Tr 0-3 Mth Treasury (SGOV) 4.1 $8.2M 82k 100.66
Microsoft Corporation (MSFT) 3.2 $6.3M 17k 370.17
Alphabet Cap Stk Cl A (GOOGL) 3.1 $6.2M 21k 287.56
Amazon (AMZN) 2.7 $5.4M 26k 208.27
Capital Group Dividend Value Shs Creat Unit (CGDV) 2.6 $5.2M 122k 42.54
Ishares Tr Us Aer Def Etf (ITA) 2.3 $4.6M 21k 218.75
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.1 $4.1M 43k 96.70
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $3.7M 20k 191.81
Meta Platforms Cl A (META) 1.7 $3.3M 5.8k 572.13
Proshares Tr S&p 500 Dv Arist (NOBL) 1.6 $3.2M 30k 106.01
First Tr Exchange-traded Nasdq Cln Edge (GRID) 1.4 $2.7M 17k 163.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $2.6M 30k 86.69
First Tr Exchange-traded Wtr Etf (FIW) 1.3 $2.5M 24k 103.13
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.2 $2.4M 60k 39.68
Ishares Tr Ishares Semicdtr (SOXX) 1.2 $2.3M 7.1k 328.66
Sherwin-Williams Company (SHW) 1.2 $2.3M 7.2k 320.55
Ishares Tr Us Home Cons Etf (ITB) 1.1 $2.3M 25k 90.55
Jackson Financial Com Cl A (JXN) 1.1 $2.2M 21k 105.72
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.1M 21k 97.13
International Business Machines (IBM) 1.0 $1.9M 7.8k 242.39
T Rowe Price Exchange-traded Cap Appreciation (TCAF) 0.9 $1.9M 53k 35.59
Realty Income (O) 0.9 $1.9M 31k 61.18
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $1.8M 22k 80.58
Rocket Lab Corp (RKLB) 0.9 $1.7M 27k 64.22
Capital Group Core Balanced SHS (CGBL) 0.8 $1.5M 44k 34.41
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.8 $1.5M 38k 39.73
Raytheon Technologies Corp (RTX) 0.7 $1.4M 7.4k 192.90
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 11k 124.31
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 4.6k 286.86
Caterpillar (CAT) 0.7 $1.3M 1.8k 708.46
Quantumscape Corp Com Cl A (QS) 0.6 $1.2M 193k 6.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.2M 2.5k 479.20
Independent Bank (INDB) 0.6 $1.2M 16k 75.21
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.2M 4.8k 248.00
Wal-Mart Stores (WMT) 0.6 $1.2M 9.6k 124.28
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.2M 39k 30.32
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $1.1M 3.4k 337.95
National Grid Sponsored Adr Ne (NGG) 0.6 $1.1M 13k 84.60
Visa Com Cl A (V) 0.5 $1.1M 3.6k 302.24
Kinder Morgan (KMI) 0.5 $976k 29k 33.53
Pimco Etf Tr Multisector Bd (PYLD) 0.5 $959k 37k 26.20
Asml Hldg Nv N Y Registry Shs (ASML) 0.5 $938k 710.00 1320.83
Broadcom (AVGO) 0.5 $924k 3.0k 309.51
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $854k 7.2k 118.51
Carnival Corp Common Stock 0.4 $851k 33k 25.88
Bank of America Corporation (BAC) 0.4 $781k 16k 48.75
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $757k 3.5k 215.06
Citizens Financial (CFG) 0.4 $751k 13k 59.97
Palantir Technologies Cl A (PLTR) 0.4 $745k 5.1k 146.28
Ishares Tr Msci Intl Moment (IMTM) 0.3 $660k 14k 48.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $632k 2.0k 320.81
Corning Incorporated (GLW) 0.3 $613k 4.5k 135.97
Starwood Property Trust (STWD) 0.3 $606k 35k 17.22
Ge Aerospace Com New (GE) 0.3 $583k 2.1k 283.77
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $558k 5.6k 99.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $525k 6.7k 78.41
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $478k 6.0k 79.27
Enbridge (ENB) 0.2 $439k 8.1k 54.14
Lloyds Banking Group Sponsored Adr (LYG) 0.2 $434k 86k 5.03
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) 0.2 $418k 17k 25.32
Applied Materials (AMAT) 0.2 $399k 1.2k 341.79
Prudential Financial (PRU) 0.2 $391k 4.0k 97.69
Nebius Group Shs Class A (NBIS) 0.2 $389k 3.8k 103.76
Lockheed Martin Corporation (LMT) 0.2 $364k 603.00 604.39
Eli Lilly & Co. (LLY) 0.2 $357k 388.00 919.77
Johnson & Johnson (JNJ) 0.2 $350k 1.4k 244.44
Costco Wholesale Corporation (COST) 0.2 $349k 350.00 996.43
Ishares Tr Core Msci Eafe (IEFA) 0.2 $349k 3.9k 90.53
JPMorgan Chase & Co. (JPM) 0.2 $328k 1.1k 294.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $327k 1.7k 191.92
MPLX Com Unit Rep Ltd (MPLX) 0.2 $316k 5.5k 57.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $300k 503.00 597.03
Home Depot (HD) 0.1 $296k 900.00 328.89
Citigroup Com New (C) 0.1 $284k 2.5k 113.41
Arm Holdings Sponsored Ads (ARM) 0.1 $273k 1.8k 151.28
Rio Tinto Sponsored Adr (RIO) 0.1 $271k 2.9k 93.29
Duke Energy Corp Com New (DUK) 0.1 $265k 2.0k 130.94
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $264k 675.00 391.76
Micron Technology (MU) 0.1 $257k 760.00 337.84
Exxon Mobil Corporation (XOM) 0.1 $256k 1.5k 169.66
Morgan Stanley Etf Trust Eato Va Ultr Etf (EVSB) 0.1 $254k 5.0k 50.76
Southern Company (SO) 0.1 $240k 2.5k 96.52
Delta Air Lines Com New (DAL) 0.1 $233k 3.5k 66.48
General Dynamics Corporation (GD) 0.1 $227k 662.00 343.22
Coreweave Com Cl A (CRWV) 0.1 $221k 2.9k 77.47
Ishares Tr Ishares Biotech (IBB) 0.1 $214k 1.3k 168.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $211k 879.00 239.99
Oracle Corporation (ORCL) 0.1 $206k 1.4k 147.11
American Battery Technology Com New (ABAT) 0.0 $68k 24k 2.79
Archer Aviation Com Cl A (ACHR) 0.0 $52k 10k 5.17