Mowery & Schoenfeld Wealth Management, LLC - Q42025 Holdings

Mowery & Schoenfeld Wealth Management, LLC holds 475 stocks with a total portfolio value of $ 68.99M as of Q42025. In Q42025, Mowery & Schoenfeld Wealth Management, LLC added 123 new positions, increased stakes in 156 stocks, reduced 28 holdings, and fully exited 31 positions. The largest holding is Fidelity Covington Trust (FTEC), representing 9.72% of the total portfolio.