Bill Few Associates, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Bill Few Associates, Inc. disclosed 230 stock positions valued at approximately $480.92M as of quarter-end September 30, 2026. The largest holdings include J P MORGAN EXCHANGE TRADED F, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 230
- Portfolio Value
- $480.92M
Holdings by Sector
Bill Few Associates, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JMTG | Other | 8.74% | 869,826 | +13,901 | +1.62% | $42,047,400 |
| APPLE INC | AAPL | Technology | 6.97% | 100,701 | -566 | -0.56% | $33,535,579 |
| NVIDIA CORPORATION | NVDA | Technology | 4.46% | 94,006 | +486 | +0.52% | $21,469,073 |
| MICROSOFT CORP | MSFT | Technology | 4.26% | 39,974 | -397 | -0.98% | $20,502,472 |
| ALPHABET INC | GOOG | Communication Services | 2.71% | 38,272 | -1,525 | -3.83% | $13,040,906 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.28% | 33,124 | -479 | -1.43% | $10,958,287 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 1.98% | 195,237 | +39,329 | +25.23% | $9,537,345 |
| ABBVIE INC | ABBV | Healthcare | 1.96% | 36,024 | -2,597 | -6.72% | $9,423,503 |
| VANGUARD INDEX FDS | VOO | Other | 1.95% | 13,390 | +247 | +1.88% | $9,384,551 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.63% | 48,302 | -1,064 | -2.16% | $7,861,146 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.63% | 59,091 | -1,080 | -1.79% | $7,818,373 |
| APPLIED MATLS INC | AMAT | Technology | 1.60% | 15,004 | -4,029 | -21.17% | $7,672,884 |
| SPDR SERIES TRUST | SPMD | Other | 1.45% | 110,717 | +3,613 | +3.37% | $6,979,578 |
| CISCO SYS INC | CSCO | Technology | 1.40% | 62,661 | -800 | -1.26% | $6,744,167 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.28% | 14,168 | - | - | $6,167,651 |
| CHEVRON CORPORATION | CVX | Energy | 1.25% | 29,435 | -220 | -0.74% | $6,010,855 |
| ORACLE CORP | ORCL | Technology | 1.24% | 43,310 | -1,077 | -2.43% | $5,946,484 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.23% | 128,823 | +3,195 | +2.54% | $5,909,107 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 1.12% | 134,867 | +10,809 | +8.71% | $5,365,009 |
| CENCORA INC | COR | Healthcare | 1.11% | 17,734 | +213 | +1.22% | $5,324,535 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.06% | 35,187 | +330 | +0.95% | $5,111,954 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.00% | 21,821 | +2,006 | +10.12% | $4,799,150 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.99% | 15,688 | -472 | -2.92% | $4,770,642 |
| DOMINION ENERGY INC | D | Utilities | 0.97% | 76,751 | +1,023 | +1.35% | $4,644,952 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.95% | 9,217 | -1,404 | -13.22% | $4,589,605 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.94% | 45,798 | +1,386 | +3.12% | $4,526,244 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.94% | 15,822 | +286 | +1.84% | $4,501,086 |
| ALPHABET INC | GOOGL | Communication Services | 0.85% | 11,855 | +371 | +3.23% | $4,078,995 |
| EATON CORP PLC | ETN | Industrials | 0.84% | 9,438 | -185 | -1.92% | $4,055,816 |
| BLACKSTONE INC | BX | Financial Services | 0.84% | 36,089 | -837 | -2.27% | $4,045,229 |
Showing 30 of 230 holdings in the latest reporting period.
Bill Few Associates, Inc. Options Holdings in Q3 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.