DOUGHERTY WEALTH ADVISERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 25K | $442.50K |
 | AAPL | 25K | $6.31M |
 | GOOG | 5K | $1.32M |
 | JPM | 4K | $1.30M |
 | GOOGL | 4K | $1.24M |
 | MSFT | 4K | $1.54M |
 | SIRI | 4K | $85.26K |
 | NEE | 3K | $304.18K |
 | BAC | 3K | $148.93K |
 | ORLY | 3K | $268.62K |
 | UNP | 2K | $577.92K |
 | CSCO | 2K | $167.13K |
 | AMZN | 2K | $429.04K |
 | V | 2K | $565.79K |
 | GLW | 1K | $196.34K |
 | META | 1K | $797.55K |
 | TSM | 1K | $433.25K |
 | PNC | 1K | $243.05K |
 | WMT | 1K | $124.53K |
 | FAF | 894 | $53.90K |
Bridgewater Bancshares, Inc.
BWB
Shares Held
25K
Value
$442.50K
Apple Inc.
AAPL
Shares Held
25K
Value
$6.31M
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.32M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.30M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.24M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.54M
Sirius XM Holdings Inc.
SIRI
Shares Held
4K
Value
$85.26K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$304.18K
Bank of America Corporation
BAC
Shares Held
3K
Value
$148.93K
O'Reilly Automotive, Inc.
ORLY
Shares Held
3K
Value
$268.62K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$577.92K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$167.13K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$429.04K
Visa Inc.
V
Shares Held
2K
Value
$565.79K
Corning Inc
GLW
Shares Held
1K
Value
$196.34K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$797.55K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$433.25K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$243.05K
Walmart Inc.
WMT
Shares Held
1K
Value
$124.53K
First American Financial Corporation
FAF
Shares Held
894
Value
$53.90K