Bill Few Associates, Inc. Top Holdings and 13F Report (2026)

About Bill Few Associates, Inc.

Investment Activity

Bill Few Associates, Inc. has $470.05 million in total holdings as of June 30, 2026.
Bill Few Associates, Inc. owns shares of 225 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 5.38% of the portfolio was purchased this quarter.
About 2.66% of the portfolio was sold this quarter.
This quarter, Bill Few Associates, Inc. has purchased 211 new stocks and bought additional shares in 105 stocks.
Bill Few Associates, Inc. sold shares of 66 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

J P MORGAN EXCHANGE TRADED F: $43,378,256
Apple: $29,302,565
NVIDIA: $18,712,402
Microsoft: $15,059,016
Alphabet: $14,061,416

Largest New Holdings this Quarter

464287150 - iShares Core S&P Total U.S. Stock Market ETF: $1,977,975 Holding
007903107 - Advanced Micro Devices: $499,583 Holding
922908553 - Vanguard Real Estate ETF: $393,145 Holding
19249U104 - COHEN & STEERS ETF TRUST: $313,627 Holding
24703L202 - Dell Technologies: $284,764 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 79,149 shares (about $4.01M)
Vanguard S&P 500 ETF: 3,064 shares (about $2.10M)
iShares Core S&P Total U.S. Stock Market ETF: 12,041 shares (about $1.98M)
Stryker: 4,569 shares (about $1.44M)
JOHN HANCOCK EXCHANGE TRADED: 36,948 shares (about $1.43M)

Largest Sales this Quarter

TRUST FOR PROFESSIONAL MANAG: 48,864 shares (about $1.33M)
AbbVie: 3,989 shares (about $1.00M)
Apple: 1,903 shares (about $550.65K)
Caterpillar: 392 shares (about $417.40K)
Eli Lilly and Company: 302 shares (about $362.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
J P MORGAN EXCHANGE TRADED F	$43,378,256	$4,011,269 â–²	10.2%	855,925	9.2%	MORTGAGE BACKED
AAPL Apple	$29,302,565	$550,651 â–¼	-1.8%	101,267	6.2%	Computer and Technology
NVDA NVIDIA	$18,712,402	$304,537 â–²	1.7%	93,520	4.0%	Computer and Technology
MSFT Microsoft	$15,059,016	$67,143 â–²	0.4%	40,371	3.2%	Computer and Technology
GOOG Alphabet	$14,061,416	$121,898 â–¼	-0.9%	39,797	3.0%	Computer and Technology
AMAT Applied Materials	$13,760,808	$357,884 â–¼	-2.5%	19,033	2.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,999,416	$201,311 â–¼	-1.8%	33,603	2.3%	Finance
ABBV AbbVie	$9,718,470	$1,003,780 â–¼	-9.4%	38,621	2.1%	Medical
TJX TJX Companies	$9,115,900	$52,267 â–¼	-0.6%	60,171	1.9%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$9,026,482	$2,104,325 â–²	30.4%	13,143	1.9%	ETF
CGDV Capital Group Dividend Value ETF	$7,683,152	$182,435 â–²	2.4%	155,908	1.6%	ETF
CSCO Cisco Systems	$7,454,124	$88,682 â–²	1.2%	63,461	1.6%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$7,235,937	$190,181 â–²	2.7%	107,104	1.5%	ETF
ROK Rockwell Automation	$7,014,125	$96,538 â–¼	-1.4%	14,168	1.5%	Computer and Technology
XOM ExxonMobil	$6,749,342	$75,880 â–¼	-1.1%	49,366	1.4%	Energy
ORCL Oracle	$6,504,976	$35,905 â–²	0.6%	44,387	1.4%	Computer and Technology
IBM International Business Machines	$5,572,237	$332,675 â–²	6.3%	19,815	1.2%	Computer and Technology
HD Home Depot	$5,479,345	$75,122 â–²	1.4%	15,536	1.2%	Retail/Wholesale
AXP American Express	$5,465,985	$25,030 â–¼	-0.5%	16,160	1.2%	Finance
VZ Verizon Communications	$5,319,097	$131,212 â–²	2.5%	125,628	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$5,314,642	$16,012 â–²	0.3%	10,621	1.1%	Finance
CGGO Capital Group Global Growth Equity ETF	$5,251,375	$399,130 â–²	8.2%	124,058	1.1%	ETF
D Dominion Energy	$5,171,439	$81,879 â–²	1.6%	75,728	1.1%	Utilities
PG Procter & Gamble	$5,111,499	$53,964 â–²	1.1%	34,857	1.1%	Consumer Staples
COR Cencora	$4,957,960	$113,472 â–¼	-2.2%	17,521	1.1%	Medical
CVX Chevron	$4,915,532	$7,293 â–¼	-0.1%	29,655	1.0%	Energy
BX Blackstone	$4,345,076	$31,653 â–¼	-0.7%	36,926	0.9%	Finance
GOOGL Alphabet	$4,104,037	$85,054 â–¼	-2.0%	11,484	0.9%	Computer and Technology
ETN Eaton	$4,100,654	$95,879 â–¼	-2.3%	9,623	0.9%	Industrials
MDYG SPDR S&P 400 Mid Cap Growth ETF	$4,068,459	$56,494 â–¼	-1.4%	36,296	0.9%	ETF
ABT Abbott Laboratories	$4,029,917	$10,979 â–¼	-0.3%	44,412	0.9%	Medical
PEP PepsiCo	$3,977,196	$51,045 â–²	1.3%	29,374	0.8%	Consumer Staples
USB U.S. Bancorp	$3,592,772	$121,948 â–²	3.5%	59,483	0.8%	Finance
QQQ Invesco QQQ	$3,509,013	$1,167,216 â–²	49.8%	4,765	0.7%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,486,838	$100,634 â–²	3.0%	60,462	0.7%	ETF
AMT American Tower	$3,486,367	$44,001 â–²	1.3%	21,314	0.7%	Finance
AVY Avery Dennison	$3,481,432	$84,747 â–²	2.5%	21,444	0.7%	Industrials
MDYV SPDR S&P 400 Mid Cap Value ETF	$3,402,994	$56,530 â–²	1.7%	35,878	0.7%	ETF
CGGR Capital Group Growth ETF	$3,268,086	$31,530 â–²	1.0%	69,239	0.7%	ETF
CAPITAL GROUP INTERNATIONAL	$3,260,952	$134,615 â–²	4.3%	88,661	0.7%	SHS
UGI UGI	$3,171,869	$46,180 â–¼	-1.4%	91,832	0.7%	Utilities
PNC The PNC Financial Services Group	$3,145,921	$240,062 â–¼	-7.1%	12,777	0.7%	Finance
ADP Automatic Data Processing	$3,059,978	$60,465 â–²	2.0%	13,664	0.7%	Computer and Technology
CGXU Capital Group International Focus Equity ETF	$2,974,610	$29,462 â–²	1.0%	85,922	0.6%	ETF
JOHN HANCOCK EXCHANGE TRADED	$2,942,920	$1,425,154 â–²	93.9%	76,297	0.6%	DISCIPLINED VAL
LAZARD ACTIVE ETF TR	$2,602,913	$276,595 â–²	11.9%	74,221	0.6%	INTL DYNAMIC EQT
JGRO JPMorgan Active Growth ETF	$2,586,311	$37,366 â–²	1.5%	26,233	0.6%	ETF
DIS Walt Disney	$2,581,759	$2,695 â–²	0.1%	26,823	0.5%	Consumer Discretionary
SBUX Starbucks	$2,438,840	$28,511 â–¼	-1.2%	23,866	0.5%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,387,868	$775,234 â–²	48.1%	6,453	0.5%	ETF
JNJ Johnson & Johnson	$2,322,862	$16,508 â–¼	-0.7%	9,146	0.5%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$2,310,375	$41,025 â–²	1.8%	21,175	0.5%	ETF
AMZN Amazon.com	$2,272,572	$138,237 â–²	6.5%	9,535	0.5%	Retail/Wholesale
SYK Stryker	$2,221,995	$1,438,410 â–²	183.6%	7,058	0.5%	Medical
LLY Eli Lilly and Company	$2,219,062	$362,247 â–¼	-14.0%	1,850	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$2,203,553	$24,642 â–¼	-1.1%	2,951	0.5%	Finance
PFE Pfizer	$2,194,205	$22,443 â–¼	-1.0%	91,121	0.5%	Medical
KHC Kraft Heinz	$2,172,667	$38,383 â–²	1.8%	91,984	0.5%	Consumer Staples
INTC Intel	$2,145,211	$201,061 â–²	10.3%	15,364	0.5%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$2,038,175	$21,013 â–¼	-1.0%	40,448	0.4%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,977,975	$1,977,975 â–²	New Holding	12,041	0.4%	ETF
WALMART INC	$1,901,038	$54,024 â–²	2.9%	16,785	0.4%	COM
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,880,994	$303,187 â–²	19.2%	15,808	0.4%	ETF
TRUST FOR PROFESSIONAL MANAG	$1,873,605	$1,325,187 â–¼	-41.4%	69,086	0.4%	JENSEN QUALITY
VEU Vanguard FTSE All-World ex-US ETF	$1,865,531	$554,174 â–²	42.3%	22,275	0.4%	ETF
CGUS Capital Group Core Equity ETF	$1,718,485	$219,731 â–²	14.7%	38,635	0.4%	ETF
FNB F.N.B.	$1,682,648	$14,615 â–²	0.9%	88,189	0.4%	Finance
CAT Caterpillar	$1,596,115	$417,396 â–¼	-20.7%	1,499	0.3%	Industrials
MRK Merck & Co., Inc.	$1,595,682	$55,768 â–¼	-3.4%	12,418	0.3%	Medical
IWR iShares Russell Mid-Cap ETF	$1,545,914		0.0%	14,013	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,501,480		0.0%	3,144	0.3%	Computer and Technology
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.3%	Finance
V Visa	$1,494,580	$359,921 â–¼	-19.4%	4,356	0.3%	Business Services
FIGB Fidelity Investment Grade Bond ETF	$1,427,216	$38,247 â–²	2.8%	33,323	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,424,264	$5,627 â–¼	-0.4%	2,025	0.3%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$1,397,012	$18,631 â–²	1.4%	28,493	0.3%	ETF
CAPITAL GRP FIXED INCM ETF T	$1,381,492	$80,975 â–²	6.2%	52,769	0.3%	CORE BOND ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,361,231	$11,318 â–²	0.8%	11,426	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,274,611	$4,493 â–¼	-0.4%	1,702	0.3%	ETF
RJF Raymond James Financial	$1,230,683	$76,015 â–¼	-5.8%	8,095	0.3%	Finance
PM Philip Morris International	$1,197,254	$2,171 â–¼	-0.2%	6,618	0.3%	Consumer Staples
RBB FUND TRUST	$1,179,901	$55,622 â–²	4.9%	24,119	0.3%	FIRST EAGLE GBL
DE Deere & Company	$1,162,863	$28,548 â–¼	-2.4%	1,833	0.2%	Industrials
LAM RESEARCH CORP	$1,117,558	$107,033 â–¼	-8.7%	2,579	0.2%	COM NEW
MCD McDonald's	$1,067,674	$9,190 â–¼	-0.9%	3,950	0.2%	Retail/Wholesale
MO Altria Group	$1,044,621	$3,094 â–¼	-0.3%	14,519	0.2%	Consumer Staples
VLO Valero Energy	$1,041,531	$2,865 â–¼	-0.3%	3,999	0.2%	Energy
JAVA JPMorgan Active Value ETF	$1,040,906	$75,201 â–²	7.8%	13,108	0.2%	ETF
GE GE Aerospace	$1,040,193	$10,092 â–¼	-1.0%	2,783	0.2%	Aerospace
IWM iShares Russell 2000 ETF	$1,025,436	$40,861 â–¼	-3.8%	3,413	0.2%	Finance
MPC Marathon Petroleum	$981,006	$26,845 â–¼	-2.7%	3,837	0.2%	Energy
PPG PPG Industries	$971,855	$728 â–¼	-0.1%	8,013	0.2%	Basic Materials
BANK OF NY MELLON CORP	$895,664	$180,608 â–¼	-16.8%	6,194	0.2%	COM
GE VERNOVA INC	$879,977	$5,874 â–²	0.7%	749	0.2%	COM
JPRE JPMorgan Realty Income ETF	$879,285	$6,366 â–¼	-0.7%	16,851	0.2%	ETF
HARBOR ETF TRUST	$817,404	$15,943 â–²	2.0%	25,174	0.2%	LONG TERM GROWER
AMGN Amgen	$789,292	$21,000 â–¼	-2.6%	2,180	0.2%	Medical
COST Costco Wholesale	$783,927	$4,677 â–²	0.6%	838	0.2%	Retail/Wholesale
KLAC KLA	$757,557	$681,831 â–²	900.4%	2,511	0.2%	Computer and Technology
WM Waste Management	$754,672	$23,180 â–¼	-3.0%	3,386	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Bill Few Associates, Inc. Top Holdings and 13F Report (2026)

About Bill Few Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bill Few Associates, Inc. Top Holdings and 13F Report (2026)

About Bill Few Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBill Few Associates, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools