Fund Holdings

Williams & Novak, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
PIMCO MUN INCOME FD II0411,495+411,49503,254,9252.50%+3,254,925
PIMCO CALIF MUN INCOME FD288,755457,118+168,3632,480,4053,986,0693.07%+1,505,664
PIMCO ETF TR019,615+19,61501,333,0351.03%+1,333,035
FIDELITY MERRIMACK STR TR284,492310,079+25,58713,015,48914,338,06611.03%+1,322,577
PIMCO ETF TR101,892127,502+25,6102,704,2243,422,1552.63%+717,931
VANECK ETF TRUST19,45521,835+2,3801,012,8271,668,1941.28%+655,367
ISHARES SILVER TR(SLV)70,24968,819-1,4302,304,8702,915,8612.24%+610,991
COINBASE GLOBAL INC(COIN)01,723+1,7230581,5280.45%+581,528
INTERNATIONAL BUSINESS MACHS(IBM)02,033+2,0330573,6130.44%+573,613
ISHARES INC27,40227,40201,199,6601,773,1831.36%+573,523
APPLE INC(AAPL)9,4589,703+2451,940,5242,470,7031.90%+530,179
CAPITAL ONE FINL CORP(COF)02,194+2,1940466,3250.36%+466,325
FIDELITY COVINGTON TRUST153,685154,346+6615,300,5955,752,4754.43%+451,880
SNOWFLAKE INC(SNOW)01,974+1,9740445,1530.34%+445,153
PIMCO EQUITY SER146,331146,446+1157,821,4158,237,6126.34%+416,197
NETFLIX INC(NFLX)0338+3380405,2350.31%+405,235
NEXTERA ENERGY INC(NEE)05,143+5,1430388,2450.30%+388,245
MICROSOFT CORP(MSFT)2,5623,190+6281,274,1651,652,0531.27%+377,888
PIMCO ETF TR17,90024,450+6,550919,3441,278,2460.98%+358,902
CAPITAL GROUP CORE BALANCED09,994+9,9940347,0010.27%+347,001
FIRST TR EXCHNG TRADED FD VI013,701+13,7010345,1060.27%+345,106
ISHARES TR0982+9820326,8490.25%+326,849
ADOBE INC(ADBE)0784+7840276,5560.21%+276,556
ALPHABET INC(GOOG)01,111+1,1110270,1530.21%+270,153
VANGUARD INDEX FDS0555+5550266,1840.20%+266,184
SEMRUSH HLDGS INC037,265+37,2650263,8360.20%+263,836
MICRON TECHNOLOGY INC(MU)01,546+1,5460258,6770.20%+258,677
DIMENSIONAL ETF TRUST50,65355,640+4,9872,140,5772,379,1661.83%+238,589
INVESCO QQQ TR2,3932,577+1841,320,1161,547,1671.19%+227,051
CAPITOL SER TR26,23031,953+5,723740,394958,8980.74%+218,504
PIMCO EQUITY SER05,000+5,0000203,5000.16%+203,500
FIDELITY COVINGTON TRUST04,010+4,0100200,9180.15%+200,918
PIMCO EQUITY SER138,386138,916+5302,927,9693,128,1642.41%+200,195
FIDELITY COVINGTON TRUST14,66919,468+4,799487,891686,8370.53%+198,946
PIMCO EQUITY SER60,76164,072+3,3112,183,4472,381,6461.83%+198,199
ALPHABET INC(GOOG)3,1603,104-56560,552755,9790.58%+195,427
VANGUARD INDEX FDS1,7402,179+439528,935715,2120.55%+186,277
COSTCO WHSL CORP NEW(COST)519754+235513,784697,9670.54%+184,183
MODINE MFG CO(MOD)5,0224,767-255494,619677,6070.52%+182,988
SPDR S&P 500 ETF TR(SPY)3,5043,502-22,164,6522,332,6451.79%+167,993
INVESCO EXCHANGE TRADED FD T24,28225,247+9651,262,4461,425,4731.10%+163,027
BLACKROCK ETF TRUST II22,29625,173+2,8771,178,1131,340,1961.03%+162,083
RESOURCES CONNECTION INC030,985+30,9850156,4740.12%+156,474
BROADCOM INC(AVGO)2,7672,782+15762,666917,7410.71%+155,075
ISHARES TR22,89123,545+6541,910,9412,055,7141.58%+144,773
ISHARES TR29,04128,905-1362,245,1602,386,9751.84%+141,815
LAM RESEARCH CORP(LRCX)3,7503,7500365,025502,1250.39%+137,100
DIMENSIONAL ETF TRUST13,81316,414+2,601663,146790,9910.61%+127,845
ISHARES INC20,05720,989+9321,300,7281,425,3961.10%+124,668
ISHARES TR54,19153,989-2022,100,9852,220,2981.71%+119,313
AVANOS MED INC(AVNS)22,21933,685+11,466271,961389,3990.30%+117,438
FIDELITY COVINGTON TRUST4,6724,6720921,3811,037,9430.80%+116,562
DIMENSIONAL ETF TRUST7,55910,273+2,714261,324373,4210.29%+112,097
ISHARES TR17,34518,906+1,561966,8101,078,3980.83%+111,588
ANIKA THERAPEUTICS INC010,840+10,8400101,8960.08%+101,896
FIDELITY COVINGTON TRUST6,2318,118+1,887223,980312,1310.24%+88,151
SPDR GOLD TR(GLD)1,7241,7240525,527612,8300.47%+87,303
TELEFONAKTIEBOLAGET LM ERICS(ERIC)010,400+10,400086,0080.07%+86,008
ISHARES TR30,12229,522-6001,926,0012,009,8581.55%+83,857
GOLDMAN SACHS ETF TR9,6029,526-761,165,4391,240,9920.95%+75,553
ISHARES GOLD TR(IAU)7,1847,1840447,994522,7800.40%+74,786
SELECT SECTOR SPDR TR3,8245,093+1,269200,263274,3830.21%+74,120
HARVARD BIOSCIENCE INC106,570275,500+168,93047,296120,8070.09%+73,511
BERKSHIRE HATHAWAY INC DEL2,9943,037+431,454,3951,526,8211.17%+72,426
VANGUARD INDEX FDS1,6381,632-6930,433999,4910.77%+69,058
AMKOR TECHNOLOGY INC11,74111,026-715246,444313,1380.24%+66,694
ISHARES TR16,34516,34501,458,3011,519,7581.17%+61,457
HEALTH CATALYST INC020,535+20,535058,5250.05%+58,525
EXPENSIFY INC030,540+30,540056,4990.04%+56,499
ELI LILLY & CO(LLY)428509+81333,665388,4100.30%+54,745
ISHARES TR10,76510,7650739,556790,4740.61%+50,918
DIMENSIONAL ETF TRUST14,53514,131-404974,1071,023,6840.79%+49,577
SCHWAB STRATEGIC TR24,27024,2700593,159639,2720.49%+46,113
TAYSHA GENE THERAPIES INC(TSHA)45,00045,0000103,950147,1500.11%+43,200
FIDELITY COVINGTON TRUST6,4847,269+785223,145262,7740.20%+39,629
ISHARES TR9,5659,5650582,891621,8210.48%+38,930
ACCURAY INC68,97077,430+8,46094,489129,3080.10%+34,819
ISHARES TR9,2269,175-51670,546703,9060.54%+33,360
ISHARES INC15,52915,010-519980,5011,013,3250.78%+32,824
JPMORGAN CHASE & CO.(JPM)1,1931,199+6345,751378,0790.29%+32,328
XPERI INC10,43017,510+7,08082,501113,4650.09%+30,964
VANGUARD WORLD FD3673670243,424274,0130.21%+30,589
SILVERCORP METALS INC(SVM)14,15014,150059,71389,4280.07%+29,715
ISHARES TR6016010373,111402,2290.31%+29,118
FIDELITY COVINGTON TRUST4,5734,5730296,376324,5460.25%+28,170
ISHARES TR10,86510,8650323,560350,5050.27%+26,945
AMERICAN VANGUARD CORP15,60515,335-27061,17288,0230.07%+26,851
ISHARES TR6,4506,4500490,458517,0970.40%+26,639
ISHARES INC10,0759,559-516604,802630,1290.48%+25,327
WISDOMTREE TR(WT)5,4835,4830411,828435,9530.34%+24,125
8X8 INC NEW32,00540,830+8,82562,73086,5600.07%+23,830
SELECT SECTOR SPDR TR9649640209,506231,0130.18%+21,507
INVESCO EXCHANGE TRADED FD T5,5705,5700227,145248,3110.19%+21,166
VANGUARD WORLD FD5,2155,2150663,870684,4170.53%+20,547
SCHWAB STRATEGIC TR7,0007,0000200,550218,1200.17%+17,570
INFORMATION SVCS GROUP INC26,60025,200-1,400127,680144,9000.11%+17,220
EGAIN CORP22,52018,040-4,480140,750157,1280.12%+16,378
ANGIODYNAMICS INC12,45512,4550123,554139,1220.11%+15,568
PLAYSTUDIOS INC48,86082,450+33,59064,00779,3660.06%+15,359
HOLLEY INC20,04017,595-2,44540,08055,2480.04%+15,168
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