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

About Bill Few Associates, Inc.

Investment Activity

Bill Few Associates, Inc. has $417.49 million in total holdings as of March 31, 2026.
Bill Few Associates, Inc. owns shares of 211 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 6.21% of the portfolio was purchased this quarter.
About 1.35% of the portfolio was sold this quarter.
This quarter, Bill Few Associates, Inc. has purchased 196 new stocks and bought additional shares in 120 stocks.
Bill Few Associates, Inc. sold shares of 36 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

J P MORGAN EXCHANGE TRADED F: $39,615,563
Apple: $26,183,578
NVIDIA: $16,044,403
Microsoft: $14,877,518
Alphabet: $11,515,249

Largest New Holdings this Quarter

35473P439 - Franklin Income Focus ETF: $516,646 Holding
746729789 - PUTNAM ETF TRUST: $389,714 Holding
314211103 - Federated Hermes: $384,671 Holding
746729797 - PUTNAM ETF TRUST: $341,202 Holding
14021D107 - CAPITAL GROUP CORE BALANCED: $305,458 Holding

Largest Purchases this Quarter

Apple: 10,693 shares (about $2.71M)
LAZARD ACTIVE ETF TR: 55,427 shares (about $1.76M)
Vanguard S&P 500 ETF: 2,270 shares (about $1.36M)
Avery Dennison: 6,311 shares (about $1.09M)
J P MORGAN EXCHANGE TRADED F: 18,242 shares (about $930.34K)

Largest Sales this Quarter

TRUST FOR PROFESSIONAL MANAG: 39,591 shares (about $962.65K)
Amazon.com: 1,162 shares (about $242.01K)
Alphabet: 824 shares (about $236.95K)
WALMART INC: 1,694 shares (about $210.53K)
Caterpillar: 218 shares (about $154.44K)

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	$39,615,563	$930,342 ▲	2.4%	776,776	9.5%	MORTGAGE BACKED
AAPL Apple	$26,183,578	$2,713,783 ▲	11.6%	103,170	6.3%	Computer and Technology
NVDA NVIDIA	$16,044,403	$102,198 ▼	-0.6%	91,998	3.8%	Computer and Technology
MSFT Microsoft	$14,877,518	$479,741 ▲	3.3%	40,191	3.6%	Computer and Technology
GOOG Alphabet	$11,515,249	$18,072 ▼	-0.2%	40,142	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,065,428	$215,910 ▲	2.2%	34,218	2.4%	Finance
TJX TJX Companies	$9,664,347	$605,898 ▲	6.7%	60,516	2.3%	Retail/Wholesale
ABBV AbbVie	$9,267,349	$158,117 ▲	1.7%	42,610	2.2%	Medical
XOM ExxonMobil	$8,469,611	$20,359 ▲	0.2%	49,921	2.0%	Energy
AMAT Applied Materials	$6,674,549	$7,861 ▲	0.1%	19,528	1.6%	Computer and Technology
ORCL Oracle	$6,493,730	$27,951 ▲	0.4%	44,142	1.6%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$6,474,849	$840,336 ▲	14.9%	152,206	1.6%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$6,175,967	$168,895 ▲	2.8%	104,289	1.5%	ETF
VZ Verizon Communications	$6,150,942	$310,436 ▲	5.3%	122,529	1.5%	Computer and Technology
CVX Chevron	$6,144,652	$150,828 ▲	2.5%	29,699	1.5%	Energy
VOO Vanguard S&P 500 ETF	$6,022,788	$1,356,457 ▲	29.1%	10,079	1.4%	ETF
COR Cencora	$5,630,131	$14,137 ▲	0.3%	17,922	1.3%	Medical
ROK Rockwell Automation	$5,154,438	$62,443 ▲	1.2%	14,363	1.2%	Computer and Technology
BRK.B Berkshire Hathaway	$5,074,249	$110,695 ▲	2.2%	10,589	1.2%	Finance
HD Home Depot	$5,039,688	$92,749 ▲	1.9%	15,323	1.2%	Retail/Wholesale
PG Procter & Gamble	$4,981,596	$93,019 ▲	1.9%	34,489	1.2%	Consumer Staples
AXP American Express	$4,910,598	$26,921 ▼	-0.5%	16,234	1.2%	Finance
CSCO Cisco Systems	$4,865,323	$57,959 ▲	1.2%	62,706	1.2%	Computer and Technology
D Dominion Energy	$4,607,398	$99,098 ▲	2.2%	74,529	1.1%	Utilities
ABT Abbott Laboratories	$4,572,185	$124,436 ▲	2.8%	44,533	1.1%	Medical
IBM International Business Machines	$4,516,277	$125,317 ▲	2.9%	18,632	1.1%	Computer and Technology
PEP PepsiCo	$4,502,997	$149,391 ▲	3.4%	28,997	1.1%	Consumer Staples
BX Blackstone	$4,277,104	$28,173 ▲	0.7%	37,195	1.0%	Finance
HON Honeywell International	$4,011,652	$124,319 ▲	3.2%	17,748	1.0%	Multi-Sector Conglomerates
CGGO Capital Group Global Growth Equity ETF	$3,825,170	$173,791 ▲	4.8%	114,629	0.9%	ETF
AMT American Tower	$3,631,961	$178,448 ▲	5.2%	21,045	0.9%	Finance
AVY Avery Dennison	$3,612,820	$1,089,786 ▲	43.2%	20,922	0.9%	Industrials
MDYG SPDR S&P 400 Mid Cap Growth ETF	$3,531,358	$360,621 ▲	11.4%	36,800	0.8%	ETF
ETN Eaton	$3,522,321	$196,002 ▲	5.9%	9,848	0.8%	Industrials
UGI UGI	$3,393,216	$74,188 ▲	2.2%	93,169	0.8%	Utilities
GOOGL Alphabet	$3,370,778	$236,949 ▼	-6.6%	11,722	0.8%	Computer and Technology
MDYV SPDR S&P 400 Mid Cap Value ETF	$3,004,276	$97,497 ▲	3.4%	35,282	0.7%	ETF
USB U.S. Bancorp	$2,988,710	$678,056 ▲	29.3%	57,464	0.7%	Finance
CAPITAL GROUP INTERNATIONAL	$2,874,734	$293,727 ▲	11.4%	85,001	0.7%	SHS
TRUST FOR PROFESSIONAL MANAG	$2,867,931	$962,647 ▼	-25.1%	117,950	0.7%	JENSEN QUALITY
PNC The PNC Financial Services Group	$2,861,747	$43,908 ▲	1.6%	13,752	0.7%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,837,187	$162,982 ▲	6.1%	58,717	0.7%	ETF
CGGR Capital Group Growth ETF	$2,755,873	$566,559 ▲	25.9%	68,571	0.7%	ETF
ADP Automatic Data Processing	$2,721,325	$4,673 ▼	-0.2%	13,394	0.7%	Computer and Technology
PFE Pfizer	$2,584,841	$182,828 ▲	7.6%	92,053	0.6%	Medical
DIS Walt Disney	$2,582,548	$96,671 ▲	3.9%	26,795	0.6%	Consumer Discretionary
CGXU Capital Group International Focus Equity ETF	$2,508,735	$144,235 ▲	6.1%	85,071	0.6%	ETF
JNJ Johnson & Johnson	$2,251,621		0.0%	9,211	0.5%	Medical
JGRO JPMorgan Active Growth ETF	$2,185,180	$752,904 ▲	52.6%	25,854	0.5%	ETF
SBUX Starbucks	$2,163,137	$113,062 ▲	5.5%	24,145	0.5%	Retail/Wholesale
LAZARD ACTIVE ETF TR	$2,106,089	$1,759,794 ▲	508.2%	66,334	0.5%	INTL DYNAMIC EQT
KHC Kraft Heinz	$2,032,165	$52,222 ▲	2.6%	90,359	0.5%	Consumer Staples
WALMART INC	$2,026,784	$210,533 ▼	-9.4%	16,308	0.5%	COM
LLY Eli Lilly and Company	$1,979,393	$63,466 ▼	-3.1%	2,152	0.5%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$1,967,125	$98,172 ▲	5.3%	20,799	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,940,467	$4,552 ▲	0.2%	2,984	0.5%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$1,865,487	$94,222 ▲	5.3%	40,865	0.4%	ETF
AMZN Amazon.com	$1,865,058	$242,010 ▼	-11.5%	8,955	0.4%	Retail/Wholesale
QQQ Invesco QQQ	$1,835,299	$451,322 ▲	32.6%	3,180	0.4%	Finance
V Visa	$1,633,607	$205,825 ▲	14.4%	5,405	0.4%	Business Services
MRK Merck & Co., Inc.	$1,545,939	$8,300 ▼	-0.5%	12,852	0.4%	Medical
FNB F.N.B.	$1,461,707	$4,481 ▲	0.3%	87,423	0.4%	Finance
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.3%	Finance
JOHN HANCOCK EXCHANGE TRADED	$1,421,561	$414,702 ▲	41.2%	39,349	0.3%	DISCIPLINED VAL
VTI Vanguard Total Stock Market ETF	$1,398,090	$34,968 ▼	-2.4%	4,358	0.3%	ETF
FIGB Fidelity Investment Grade Bond ETF	$1,395,779	$74,157 ▼	-5.0%	32,430	0.3%	ETF
IWR iShares Russell Mid-Cap ETF	$1,362,484	$17,501 ▼	-1.3%	14,013	0.3%	ETF
CAT Caterpillar	$1,339,665	$154,440 ▼	-10.3%	1,891	0.3%	Industrials
CAPITAL GRP FIXED INCM ETF T	$1,304,492	$52,651 ▲	4.2%	49,676	0.3%	CORE BOND ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,298,287	$42,297 ▲	3.4%	13,260	0.3%	ETF
CGUS Capital Group Core Equity ETF	$1,294,562	$161,825 ▲	14.3%	33,695	0.3%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$1,254,683	$109,879 ▲	9.6%	28,113	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,253,873	$1,850 ▼	-0.1%	2,033	0.3%	ETF
RJF Raymond James Financial	$1,244,470		0.0%	8,595	0.3%	Finance
MCD McDonald's	$1,238,129	$123,999 ▲	11.1%	3,984	0.3%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$1,175,916	$60,681 ▲	5.4%	15,658	0.3%	ETF
BDX Becton, Dickinson and Company	$1,121,157	$18,081 ▲	1.6%	7,131	0.3%	Medical
IVV iShares Core S&P 500 ETF	$1,115,683	$171,141 ▲	18.1%	1,708	0.3%	ETF
PM Philip Morris International	$1,096,237	$7,937 ▲	0.7%	6,630	0.3%	Consumer Staples
SLYG SPDR S&P 600 Small Cap Growth ETF	$1,094,785	$198,841 ▲	22.2%	11,331	0.3%	ETF
RBB FUND TRUST	$1,080,154	$73,931 ▼	-6.4%	22,982	0.3%	FIRST EAGLE GBL
T AT&T	$1,069,856	$112,772 ▲	11.8%	36,904	0.3%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,062,515	$3,380 ▲	0.3%	3,144	0.3%	Computer and Technology
DE Deere & Company	$1,057,921		0.0%	1,878	0.3%	Industrials
VLO Valero Energy	$990,767	$1,235 ▲	0.1%	4,010	0.2%	Energy
MPC Marathon Petroleum	$962,558		0.0%	3,942	0.2%	Energy
MO Altria Group	$960,955	$24,483 ▲	2.6%	14,562	0.2%	Consumer Staples
BK BNY	$882,922	$147,806 ▲	20.1%	7,443	0.2%	Finance
IWM iShares Russell 2000 ETF	$880,152		0.0%	3,549	0.2%	Finance
JAVA JPMorgan Active Value ETF	$872,552	$93,419 ▲	12.0%	12,161	0.2%	ETF
PPG PPG Industries	$857,098	$102,715 ▼	-10.7%	8,019	0.2%	Basic Materials
COST Costco Wholesale	$830,029	$15,943 ▼	-1.9%	833	0.2%	Retail/Wholesale
SYK Stryker	$817,936	$329 ▲	0.0%	2,489	0.2%	Medical
JPRE JPMorgan Realty Income ETF	$815,892	$34,226 ▲	4.4%	16,973	0.2%	ETF
WM Waste Management	$801,967	$5,745 ▲	0.7%	3,490	0.2%	Business Services
GE GE Aerospace	$797,399	$16,175 ▼	-2.0%	2,810	0.2%	Aerospace
AMGN Amgen	$787,589	$135,488 ▲	20.8%	2,238	0.2%	Medical
JCPI JPMorgan Inflation Managed Bond ETF	$755,938	$106,823 ▲	16.5%	15,625	0.2%	ETF
RTX RTX	$708,912	$15,239 ▼	-2.1%	3,675	0.2%	Aerospace
LMT Lockheed Martin	$693,334	$91,276 ▼	-11.6%	1,147	0.2%	Aerospace

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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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