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DOUGHERTY WEALTH ADVISERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
LB LIBERTY BROADBAND CORP COM SER CLBRDK801$26.64K
Liberty Live GroupLLYVK766$80.92K
Liberty Media CorporationFWONK735$69.93K
Johnson & JohnsonJNJ713$181.19K
COMPASS Pathways plcCMPS695$9.83K
NXP Semiconductors N.V.NXPI659$185.2K
Lowe's Companies, Inc.LOW656$144.64K
Berkshire Hathaway Inc.BRK-B650$325.25K
AstraZeneca PLCAZN645$122.31K
The Travelers Companies, Inc.TRV628$207.31K
Republic Services, Inc.RSG611$130.19K
AbbVie Inc.ABBV604$151.99K
Ameriprise Financial, Inc.AMP603$276.63K
Tesla, Inc.TSLA570$239.74K
Aon plcAON530$175.8K
The Boeing CompanyBA499$108.02K
Lockheed Martin CorporationLMT462$235.37K
Motorola Solutions, Inc.MSI456$189.37K
Packaging Corporation of AmericaPKG416$99.12K
SBA Communications CorporationSBAC415$73.23K