William John Sempolinski Top Holdings and 13F Report (2026) About William John SempolinskiInvestment ActivityWilliam John Sempolinski has $258.87 million in total holdings as of September 30, 2026.William John Sempolinski owns shares of 104 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.32% of the portfolio was purchased this quarter.About 6.50% of the portfolio was sold this quarter.This quarter, William John Sempolinski has purchased 106 new stocks and bought additional shares in 36 stocks.William John Sempolinski sold shares of 40 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $56,375,949Apple $25,784,118T. Rowe Price Ultra Short-Term Bond ETF $17,056,608Capital Group Dividend Value ETF $10,031,348ISHARES TR $9,571,849 Largest New Holdings this Quarter 46431W507 - iShares Short Duration Bond Active ETF $3,213,726 Holding97717W547 - WisdomTree U.S. Value Fund $601,118 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $391,088 Holding90184D100 - Twist Bioscience $347,832 Holding88025U109 - 10x Genomics $334,332 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 98,860 shares (about $3.22M)iShares Short Duration Bond Active ETF 64,455 shares (about $3.21M)iShares Biotechnology ETF 7,135 shares (about $1.50M)T. Rowe Price Ultra Short-Term Bond ETF 28,600 shares (about $1.42M)ISHARES TR 13,282 shares (about $1.34M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 19,015 shares (about $1.48M)SPDR Doubleline Total Return Tactical ETF 31,450 shares (about $1.18M)NVIDIA 4,925 shares (about $1.12M)iShares Semiconductor ETF 1,610 shares (about $915.51K)QuantumScape 190,990 shares (about $887.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilliam John Sempolinski Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$56,375,949$1,124,769 ▼-2.0%246,85221.8%TechnologyAAPLApple$25,784,118$291,060 ▲1.1%77,42510.0%TechnologyTBUXT. Rowe Price Ultra Short-Term Bond ETF$17,056,608$1,417,703 ▲9.1%344,0916.6%ETFCGDVCapital Group Dividend Value ETF$10,031,348$663,872 ▲7.1%205,3503.9%ETFISHARES TR$9,571,849$1,337,232 ▲16.2%95,0723.7%0-3 MTH TREASURYGOOGLAlphabet$7,577,674$175,825 ▲2.4%22,0232.9%Communication ServicesAMZNAmazon.com$6,458,965$49,830 ▼-0.8%25,9242.5%Consumer DiscretionaryMSFTMicrosoft$6,209,275$631,904 ▼-9.2%12,1062.4%TechnologyQUALiShares MSCI USA Quality Factor ETF$5,453,992$118,454 ▲2.2%24,5412.1%ETFMOATVanEck Morningstar Wide Moat ETF$4,355,146$28,542 ▼-0.7%41,1991.7%ETFITAiShares U.S. Aerospace & Defense ETF$4,114,220$7,251 ▼-0.2%19,8581.6%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$4,075,969$802,496 ▲24.5%96,4271.6%ETFSMHVanEck Semiconductor ETF$3,944,493$855,645 ▼-17.8%6,4771.5%ETFMETAMeta Platforms$3,926,850$72,518 ▼-1.8%5,4151.5%Communication ServicesGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$3,588,249$147,887 ▲4.3%20,2601.4%ETFSOXXiShares Semiconductor ETF$3,580,157$915,510 ▼-20.4%6,2961.4%ETFSCHDSchwab US Dividend Equity ETF$3,567,890$3,215,915 ▲913.7%109,6801.4%ETFNOBLProShares S&P 500 Aristocrats ETF$3,218,084$21,640 ▼-0.7%59,4841.2%ETFNEARiShares Short Duration Bond Active ETF$3,213,726$3,213,726 ▲New Holding64,4551.2%ETFAVEMAvantis Emerging Markets Equity ETF$3,111,404$197,442 ▲6.8%33,0931.2%ETFIGMiShares Expanded Tech Sector ETF$2,854,409$267,421 ▼-8.6%16,8861.1%ETFJXNJackson Financial$2,793,312$12,932 ▼-0.5%21,6001.1%FinanceFIWFirst Trust Water ETF$2,781,719$21,794 ▲0.8%26,8041.1%ETFIVLUiShares MSCI Intl Value Factor ETF$2,492,9810.0%58,1251.0%ETFSTLGiShares Factors US Growth Style ETF$2,373,638$379,407 ▲19.0%27,8400.9%ETFROCKET LAB CORP$2,304,666$506,922 ▲28.2%33,0750.9%COMEFAiShares MSCI EAFE ETF$2,220,129$41,556 ▲1.9%21,3700.9%ETFSHWSherwin-Williams$2,208,904$96,981 ▼-4.2%6,8330.9%MaterialsCAPITAL GROUP CORE BALANCED$2,045,321$33,994 ▲1.7%55,6550.8%SHSBRK.BBerkshire Hathaway$1,897,190$149,385 ▲8.5%3,8100.7%FinanceGRAIL INC$1,895,123$893,265 ▲89.2%13,5250.7%COMIBBiShares Biotechnology ETF$1,790,137$1,502,132 ▲521.6%8,5030.7%ETFORealty Income$1,696,8750.0%31,2500.7%Real EstateSPACE EXPLORATION TECHN CORP$1,644,676$1,030,676 ▲167.9%10,9020.6%CLASS A COM STKIJRiShares Core S&P Small-Cap ETF$1,601,599$8,162 ▼-0.5%11,7730.6%ETFGOOGAlphabet$1,561,9520.0%4,5840.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$1,475,775$57,024 ▼-3.7%3,2350.6%TechnologyRTXRTX$1,409,084$37,130 ▼-2.6%7,5900.5%IndustrialsVVisa$1,365,454$71,866 ▲5.6%3,8000.5%FinanceCATCaterpillar$1,326,452$157,293 ▼-10.6%1,6360.5%IndustrialsIWMiShares Russell 2000 ETF$1,302,748$5,558 ▲0.4%4,6880.5%ETFGLDSPDR Gold Shares$1,257,915$943,722 ▲300.4%3,3030.5%ETFWALMART INC$1,163,029$166,370 ▲16.7%11,1920.4%COMIEFAiShares Core MSCI EAFE ETF$1,129,136$290,155 ▲34.6%11,6550.4%ETFNGGNational Grid Transco$1,037,445$3,715 ▼-0.4%13,6830.4%UtilitiesINDBIndependent Bank$1,004,713$135,887 ▼-11.9%12,9390.4%FinanceJNJJohnson & Johnson$934,797$370,636 ▲65.7%3,5310.4%HealthcareIBMInternational Business Machines$934,703$131,958 ▼-12.4%4,2500.4%TechnologyASMLASML$905,835$380,451 ▼-29.6%5000.3%TechnologyVIGVanguard Dividend Appreciation ETF$883,7780.0%3,7880.3%ETFBACBank of America$872,732$218 ▲0.0%16,0340.3%FinanceMUMicron Technology$846,762$37,279 ▼-4.2%7950.3%TechnologyKMIKinder Morgan$844,200$18,090 ▼-2.1%28,0000.3%EnergyVCSHVanguard Short-Term Corporate Bond ETF$828,893$185,400 ▲28.8%10,7300.3%ETFCAPITAL GRP FIXED INCM ETF T$779,868$373,085 ▲91.7%32,4000.3%MUN HIGH ETFCARNIVAL CORP LTD$770,648$12,613 ▲1.7%31,4040.3%COMMON SHARESRVMDRevolution Medicines$769,725$389,994 ▲102.7%3,7500.3%HealthcareYNDXYandex$754,580$210,877 ▼-21.8%3,1990.3%TechnologyVTIVanguard Total Stock Market ETF$736,8790.0%1,9690.3%ETFGHGuardant Health$695,604$187,278 ▲36.8%3,9000.3%HealthcareGEGE Aerospace$644,003$1,874 ▲0.3%2,0620.2%IndustrialsWTVWisdomTree U.S. Value Fund$601,118$601,118 ▲New Holding5,8680.2%ETFAMATApplied Materials$597,2920.0%1,1680.2%TechnologyIMTMiShares MSCI Intl Momentum Factor ETF$563,352$157,890 ▼-21.9%10,7040.2%ETFAVGOBroadcom$556,636$526,785 ▼-48.6%1,5850.2%TechnologyCFGCitizens Financial Group$520,792$277,356 ▼-34.7%8,1680.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$515,999$6,618 ▼-1.3%5,4580.2%ETFTLTiShares 20+ Year Treasury Bond ETF$502,848$1,478,988 ▼-74.6%6,4650.2%ETFLLYEli Lilly and Company$472,089$56,697 ▲13.6%4080.2%HealthcareSTWDStarwood Property Trust$461,390$47,250 ▼-9.3%34,1770.2%FinanceLYGLloyds Banking Group$421,237$10,134 ▲2.5%74,8200.2%FinancePFFiShares Preferred and Income Securities ETF$414,475$272,256 ▼-39.6%14,0500.2%ETFARM HOLDINGS PLC$395,965$126,002 ▼-24.1%1,3670.2%SPONSORED ADSSTXSeagate Technology$391,995$230,585 ▼-37.0%4250.2%TechnologyEXXONMOBIL HOLDINGS CORP$391,088$391,088 ▲New Holding2,4030.2%COM SHSLAM RESEARCH CORP$387,642$98,553 ▼-20.3%1,1800.1%COM NEWVOOVanguard S&P 500 ETF$369,815$17,510 ▲5.0%5280.1%ETFJPMJPMorgan Chase & Co.$369,2060.0%1,1160.1%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$356,463$1,176,859 ▼-76.8%9,5260.1%ETFRSPInvesco S&P 500 Equal Weight ETF$354,4660.0%1,7040.1%ETFTWSTTwist Bioscience$347,832$347,832 ▲New Holding1,8000.1%HealthcareTXG10x Genomics$334,332$334,332 ▲New Holding3,7000.1%HealthcarePRUPrudential Financial$323,703$51,111 ▼-13.6%2,8500.1%FinanceCCitigroup$323,7000.0%2,5000.1%FinanceCOSTCostco Wholesale$318,6190.0%3500.1%Consumer StaplesHDHome Depot$312,939$56,898 ▲22.2%1,1000.1%Consumer DiscretionaryBSVVanguard Short-Term Bond ETF$305,6000.0%4,0000.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$302,141$345,304 ▼-53.3%11,9000.1%ETFMPLXMplx$298,5520.0%5,3010.1%EnergyDALDelta Air Lines$292,1100.0%3,5000.1%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$289,747$289,747 ▲New Holding3,7000.1%ETFAMDAdvanced Micro Devices$287,208$287,208 ▲New Holding4690.1%TechnologyRIORio Tinto$273,1870.0%2,9010.1%MaterialsLMTLockheed Martin$254,625$52,453 ▼-17.1%5000.1%IndustrialsMORGAN STANLEY ETF TRUST$252,9920.0%5,0000.1%EATO VA ULTR ETFUNHUnitedHealth Group$238,6020.0%6500.1%HealthcarePANWPalo Alto Networks$238,3860.0%6000.1%TechnologyDUKDuke Energy$230,3000.0%2,0200.1%UtilitiesTSLATesla$219,9820.0%6200.1%Consumer DiscretionaryGLWCorning$216,802$476,657 ▼-68.7%1,4100.1%TechnologyShowing largest 100 holdings. 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