Fund Holdings

Mowery & Schoenfeld Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PROSHARES TR
SHOR S&P 500 NEW
078,449+78,44902,975,5714.55%+2,975,571
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
068,085+68,08501,965,6143.00%+1,965,614
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
80,261105,527+25,2663,765,8415,015,7087.66%+1,249,867
INVESCO ACTIVELY MANAGED EXC
SHOR DURA BD ETF
047,913+47,91301,195,2771.83%+1,195,277
ASTRAZENECA PLC(AZN)01,552+1,5520306,0860.47%+306,086
TEXAS PACIFIC LAND CORPORATI(TPL)1,4701,4700422,214697,6041.07%+275,390
WALMART INC(WMT)13,74113,565-1761,530,9061,685,8822.58%+154,976
CATERPILLAR INC(CAT)1,0401,025-15595,837726,2361.11%+130,399
ADVISORS INNER CIRCLE FD II
3EDGE FIXED ETF
02,971+2,971073,4880.11%+73,488
QNITY ELECTRONICS INC(Q)2,0962,0960171,139241,8370.37%+70,698
CORTEVA INC(CTVA)4,1544,1540278,443347,7320.53%+69,289
ADVISORS INNER CIRCLE FD II
3EDGE INTL ETF
02,393+2,393067,7940.10%+67,794
DOW HLDGS INC(DOW)3,2033,102-10174,887129,1990.20%+54,312
ISHARES TR13,20013,20001,278,8161,328,1842.03%+49,368
EXXON MOBIL CORP1,8841,614-270226,746273,8670.42%+47,121
ISHARES TR4,5454,5450641,482688,1591.05%+46,677
ADVISORS INNER CIRCLE FD II
3EDGE HARD ETF
01,312+1,312044,8840.07%+44,884
I-80 GOLD CORP(IAUX)25,00050,000+25,00036,50076,0000.12%+39,500
LINDE PLC(LIN)5165160220,018255,8130.39%+35,795
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0654+654031,4250.05%+31,425
KLA CORP(KLAC)1221220148,240179,6350.27%+31,395
COCA COLA CONS INC(COKE)7407400113,442141,8880.22%+28,446
ADVISORS INNER CIRCLE FD II
3EDGE DYN US ETF
0963+963026,7570.04%+26,757
WILLIAMS COS INC(WMB)1,9421,9420116,734141,3390.22%+24,605
DUPONT DE NEMOURS INC(DD)4,1924,1920168,519191,9940.29%+23,475
EATON CORP PLC(ETN)5905900187,921211,0260.32%+23,105
CHEVRON CORPORATION(CVX)856729-127130,521150,9090.23%+20,388
ANALOG DEVICES INC(ADI)473464-9128,278147,6170.23%+19,339
MODERNA INC(MRNA)700700020,64335,5600.05%+14,917
VANGUARD BD INDEX FDS0200+200014,7280.02%+14,728
TAIWAN SEMICONDUCTOR MANUFAC(TSM)4254250129,154143,6290.22%+14,475
EXELON CORP(EXC)3,5713,454-117155,667169,3230.26%+13,656
PAYPAL HLDGS INC(PYPL)146481+3358,52421,7600.03%+13,236
WEC ENERGY GROUP INC(WEC)2,2232,133-90234,438246,9380.38%+12,500
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
3,3053,152-153125,161137,6170.21%+12,456
ILLINOIS TOOL WKS INC(ITW)474496+22116,691129,0460.20%+12,355
DENALI THERAPEUTICS INC(DNLI)0500+50009,6000.01%+9,600
AIR PRODUCTS AND CHEMICALS I349329-2086,17595,5300.15%+9,355
SPDR GOLD TR(GLD)2752750108,986118,3300.18%+9,344
ENTERPRISE PRODS PARTNERS L(EPD)1,6001,600051,29660,5440.09%+9,248
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
0118+11808,1320.01%+8,132
ISHARES TR
US TREAS BD ETF
0324+32407,4230.01%+7,423
APPLIED MATLS INC8686022,10229,3940.04%+7,292
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
300500+20011,13018,1400.03%+7,010
ALLIANT ENERGY CORP(LNT)1,0041,004065,27172,0480.11%+6,777
EVERGY INC(EVRG)1,012976-3673,36079,9540.12%+6,594
NORTHROP GRUMMAN CORP(NOC)7169-240,48547,0750.07%+6,590
CONOCOPHILLIPS(COP)158158014,81420,8890.03%+6,075
VALERO ENERGY CORP(VLO)359261-9858,48464,5520.10%+6,068
PTC INC(PTC)042+4205,9850.01%+5,985
DTE ENERGY CO(DTB)344344044,37050,3000.08%+5,930
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
071+7105,8760.01%+5,876
RB GLOBAL INC(RBA)060+6005,7510.01%+5,751
KINDER MORGAN INC DEL(KMI)927927025,49731,1000.05%+5,603
SANDISK CORP(SNDK)141403,3248,8950.01%+5,571
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
055+5505,1740.01%+5,174
MONDELEZ INTL INC(MDLZ)1,3561,356073,00278,1690.12%+5,167
STERIS PLC(STE)023+2305,0860.01%+5,086
CORNING INC(GLW)442322-12038,70243,7830.07%+5,081
CSX CORP(CSX)1,0071,007036,50441,3380.06%+4,834
CME GROUP INC(CME)121128+733,04337,8050.06%+4,762
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
080+8004,7570.01%+4,757
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
065+6504,7070.01%+4,707
VANGUARD INDEX FDS8448440178,751183,3590.28%+4,608
ISHARES TR047+4704,4630.01%+4,463
SCHWAB STRATEGIC TR6,1206,1200147,133151,4790.23%+4,346
CARNIVAL CORP0162+16204,1930.01%+4,193
VERSANT MEDIA GROUP INC(VSNT)0111+11104,1100.01%+4,110
UNION PAC CORP(UNP)403400-393,22297,0480.15%+3,826
SEMPRA(SRE)733705-2864,69368,4780.10%+3,785
EDWARDS LIFESCIENCES CORP046+4603,6840.01%+3,684
TJX COS INC NEW(TJX)547548+183,95587,4430.13%+3,488
FASTENAL CO(FAST)548548021,97325,4060.04%+3,433
JOHNSON CONTROLS INTERNATION
SHS
3,2643,010-254390,864394,1600.60%+3,296
NORTHERN TR CORP(NTRS)2,2992,273-26314,021317,2430.48%+3,222
WW GRAINGER INC(GWW)1214+212,11915,2830.02%+3,164
FREEPORT MCMORAN INC(FCX)368368018,69121,6320.03%+2,941
MICRON TECHNOLOGY INC(MU)165148-1747,09350,0010.08%+2,908
DELL TECHNOLOGIES INC(DELL)707008,84911,5380.02%+2,689
ECOLAB INC(ECL)7547540197,941200,5800.31%+2,639
SCOTTS MIRACLE-GRO CO(SMG)1,0501,050061,26863,8510.10%+2,583
HONEYWELL INTL INC(HON)409364-4579,79282,2750.13%+2,483
QUANTA SVCS INC191908,02210,4350.02%+2,413
EQUINIX INC(EQIX)111108,42810,7830.02%+2,355
EDISON INTL(EIX)453403-5027,16329,4600.05%+2,297
EQT CORP(EQT)221221011,84614,0650.02%+2,219
WORLD ACCEP CORPORATION(WRLD)90110+2012,63614,8550.02%+2,219
SLB LIMITED(SLB)16516506,3338,4800.01%+2,147
ISHARES TR1,9431,9430186,587188,7240.29%+2,137
BREAD FINANCIAL HOLDINGS INC028+2802,0970.00%+2,097
BAKER HUGHES COMPANY(BKR)13513506,1338,2210.01%+2,088
SOLSTICE ADVANCED MATLS INC(SOLS)10291-114,9566,9310.01%+1,975
BRISTOL-MYERS SQUIBB CO(BMY)275275014,82616,6700.03%+1,844
WASTE MGMT INC DEL(WM)176176038,66940,4440.06%+1,775
NORDSON CORP(NDSN)1621+53,8475,5880.01%+1,741
BROOKFIELD ASSET MANAGMT LTD(BAM)039+3901,7340.00%+1,734
CARRIER GLOBAL CORPORATION(CARR)810789-2142,80144,4290.07%+1,628
CINTAS CORP(CTAS)6177+1611,49313,0430.02%+1,550
FIFTH THIRD BANCORP(FITB)108141+335,0536,5480.01%+1,495
L3HARRIS TECHNOLOGIES INC(LHX)282808,2209,6650.01%+1,445
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