Wny Asset Management
$1.1B 13F equity value
277 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 1,986,506 | $94M | 8.4% |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3,749,326 | $84M | 7.5% |
| DFAC | DIMENSIONAL ETF TRUST | 1,867,759 | $83M | 7.4% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1,592,072 | $78M | 7.0% |
| DFAI | DIMENSIONAL ETF TRUST | 1,686,967 | $70M | 6.2% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,060,184 | $54M | 4.8% |
| JEMA | J P MORGAN EXCHANGE TRADED F | 611,253 | $39M | 3.5% |
| XLK | SELECT SECTOR SPDR TR | 203,947 | $39M | 3.5% |
| JAVA | J P MORGAN EXCHANGE TRADED F | 455,055 | $36M | 3.2% |
| HECA | ETF OPPORTUNITIES TRUST | 1,165,639 | $32M | 2.8% |
Track Wny Asset Management's 13F portfolio: $1.1B in reported holdings, 277 positions. Top holdings and quarterly changes on SentiSense.
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