Fund Holdings — Dougherty Wealth Advisers LLC

Total Portfolio Value
$155.20M
Total Bought
$12.29M
Total Sold
$9.73M
Net Transaction
+$2.57M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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VANGUARD GROWTH ETF82,22383,358+1,13536,04739,97925.76%+3,933
VANGUARD VALUE ETF198,689205,586+6,89735,11638,34024.70%+3,223
VANGUARD MID-CAP VALUE ETF84,98387,941+2,95813,97615,3539.89%+1,376
APPLE INC COM(AAPL)21,92622,174+2484,4995,6463.64%+1,148
VANGUARD S&P SMALL-CAP 600 GROWTH ETF71,91175,579+3,6688,2299,2025.93%+974
VANGUARD FTSE EMERGING MARKETS ETF111,601114,094+2,4935,5206,1823.98%+662
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
52,81053,991+1,1814,0834,4592.87%+376
MICROSOFT CORP COM(MSFT)3,2153,792+5771,5991,9641.27%+365
ALPHABET INC CAP STK CL C(GOOG)4,6444,593-518241,1190.72%+295
ALPHABET INC CAP STK CL A(GOOG)4,3204,32007611,0500.68%+289
ISHARES S&P 100 ETF7,7227,72202,3502,5701.66%+220
VANGUARD REAL ESTATE ETF34,67535,685+1,0103,0883,2622.10%+174
ISHARES CORE S&P SMALL CAP ETF17,71117,71101,9362,1051.36%+169
VANGUARD HIGH DIVIDEND YIELD INDEX ETF12,80612,80601,7071,8051.16%+98
JPMORGAN CHASE & CO. COM(JPM)3,6993,684-151,0721,1620.75%+90
TESLA INC COM(TSLA)57057001812530.16%+72
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)1,2821,28202903580.23%+68
VANGUARD SMALL CAP VALUE ETF4,2514,25108298870.57%+58
OREILLY AUTOMOTIVE INC COM(ORLY)2,9102,91002623140.20%+51
NORTHROP GRUMMAN CORP COM(NOC)42642602132600.17%+47
JOHNSON & JOHNSON COM(JNJ)1,4151,41502162620.17%+46
CORNING INC COM(GLW)1,4441,4440761180.08%+43
BRIDGEWATER BANCSHARES INC COM(BWB)25,00025,00003984400.28%+42
HOME DEPOT INC COM(HD)093+930380.02%+38
ABBVIE INC COM(ABBV)60460401121400.09%+28
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
3,2293,22904764980.32%+22
PACKAGING CORP AMER COM(PKG)69669601311520.10%+21
NEXTERA ENERGY INC COM(NEE)3,2753,27502272470.16%+20
LOWES COS INC COM(LOW)65665601461650.11%+19
IDEXX LABS INC COM(IDXX)1831830981170.08%+19
UNION PAC CORP COM(UNP)2,9452,94506786960.45%+19
UNITEDHEALTH GROUP INC COM(UNH)51051001591760.11%+17
PNC FINL SVCS GROUP INC COM(PNC)1,1681,16802182350.15%+17
AMGEN INC COM(AMGN)060+600170.01%+17
MOTOROLA SOLUTIONS INC COM NEW(MSI)45645601922090.13%+17
LOCKHEED MARTIN CORP COM(LMT)46246202142310.15%+17
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
50050001271410.09%+14
BLACKROCK INC COM(BLK)11411401201330.09%+13
BANK AMERICA CORP COM3,0553,05501451580.10%+13
LIBERTY MEDIA CORP DEL COM LBTY LIV S C766766062740.05%+12
ALLSTATE CORP COM(ALL)80780701621730.11%+11
ISHARES MSCI ACWI LOW CARBON TARGET ETF
LOW CA OP MS ETF
69669601471580.10%+10
L3HARRIS TECHNOLOGIES INC COM(LHX)162162041490.03%+9
ASTRAZENECA PLC SPONSORED ADR(AZN)1,2901,290090990.06%+9
SPDR S&P 500 ETF TRUST(SPY)16616601031110.07%+8
TRAVELERS COMPANIES INC COM(TRV)62862801681750.11%+7
LAM RESEARCH CORP COM NEW(LRCX)200200019270.02%+7
NXP SEMICONDUCTORS N V COM
COM
65965901441500.10%+6
GCI LIBERTY INC COM SER C(GLIBA)0160+160060.00%+6
ISHARES CORE S&P 500 ETF113113070760.05%+5
SPDR GOLD SHARES(GLD)100100030360.02%+5
ISHARES RUSSELL 3000 ETF175175061660.04%+5
ISHARES RUSSELL 2000 ETF177177038430.03%+5
LIBERTY MEDIA CORP DEL COM LBTY LIV S A299299024280.02%+4
BIO-TECHNE CORP COM(TECH)1,0361,036053580.04%+4
MEDTRONIC PLC SHS(MDT)500500044480.03%+4
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
500500091950.06%+4
ISHARES ESG MSCI KLD 400 ETF401401047510.03%+4
BERKSHIRE HATHAWAY INC DEL CL B NEW22722701101140.07%+4
VANGUARD TOTAL STOCK MARKET ETF317305-12961000.06%+4
BOEING CO COM(BA)49949901051080.07%+3
VANGUARD TOTAL INTERNATIONAL STOCK ETF674674047500.03%+3
VANGUARD MID-CAP ETF200200056590.04%+3
VANGUARD DIVIDEND APPRECIATION ETF250250051540.03%+3
FIRST AMERN FINL CORP COM(FAF)894894055570.04%+3
METTLER TOLEDO INTERNATIONAL COM(MTD)4747055580.04%+2
MERCK & CO INC COM(MRK)500500040420.03%+2
WEX INC COM(WEX)214214031340.02%+2
ISHARES CORE S&P US VALUE ETF338338032340.02%+2
ISHARES CORE S&P MID-CAP ETF500500031330.02%+2
PROSHARES BITCOIN ETF
BITCOIN ETF
577705+12812140.01%+1
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
800800042430.03%+1
SIRIUSXM HOLDINGS INC COMMON STOCK(SIRI)3,6943,694085860.06%+1
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
7575019190.01%+1
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF666609100.01%+1
DANAHER CORPORATION COM(DHR)78678601551560.10%+1
COLLIERS INTL GROUP INC SUB VTG SHS(CIGI)20200330.00%+1
ADVANCED MICRO DEVICES INC COM(AMD)25250440.00%0
SHERWIN WILLIAMS CO COM(SHW)169169058590.04%0
3M CO COM(MMM)60600990.01%0
REAL ESTATE SELECT SECTOR SPDR FUND
ST STR REAL ETF
2182180990.01%0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A(FWONA)367367035350.02%0
BLACKBAUD INC COM(BLKB)592592038380.02%0
SOLVENTUM CORP COM SHS(SOLV)11110110.00%-0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C(FWONA)735735077770.05%-0
BAIN CAP SPECIALTY FIN INC COM STK(BCSF)50500110.00%-0
AON PLC SHS CL A(AON)65965902352350.15%-0
ATLANTA BRAVES HLDGS INC COM SER C31310110.00%-0
YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS
YIELD UNIVE ETFS
3673670550.00%-0
GRACO INC COM(GGG)842842072720.05%-1
CISCO SYS INC COM(CSCO)2,1542,15401491470.09%-2
META PLATFORMS INC CL A(META)1,3941,39401,0291,0240.66%-5
LANDSTAR SYS INC COM(LSTR)321321045390.03%-5
MARSH & MCLENNAN COS INC COM(MRSH)334334073670.04%-6
IDEX CORP COM(IEX)455455080740.05%-6
CDW CORP COM(CDW)394394070630.04%-8
ISHARES RUSSELL MID-CAP VALUE ETF1,065947-1181411320.09%-8
COPART INC COM(CPRT)2,3112,31101131040.07%-9
AMAZON COM INC COM(AMZN)2,2552,208-474954850.31%-10
LIBERTY BROADBAND CORP COM SER A(LBRDA)367367036230.01%-13
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Dougherty Wealth Advisers LLC — 13F Holdings — Q3 2025 | TickerTrail