Mowery & Schoenfeld Wealth Management, LLC - Q12026 Holdings

Mowery & Schoenfeld Wealth Management, LLC holds 351 stocks with a total portfolio value of $ 65.45M as of Q12026. In Q12026, Mowery & Schoenfeld Wealth Management, LLC added 27 new positions, increased stakes in 15 stocks, reduced 155 holdings, and fully exited 151 positions. The largest holding is Invesco Exchange Traded Fd T (PRF), representing 7.66% of the total portfolio.