Williams Jones Wealth Management, LLC
$8.9B 13F equity value
560 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Williams Jones Wealth Management, LLC covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 2,289,143 | $662M | 7.5% |
| GOOGL | ALPHABET INC CAP STK CL A | 1,547,889 | $553M | 6.2% |
| NVDA | NVIDIA CORP COM | 1,991,485 | $398M | 4.5% |
| COST | COSTCO WHSL CORP NEW COM | 425,262 | $398M | 4.5% |
| MSFT | MICROSOFT CORP COM | 983,325 | $367M | 4.1% |
| V | VISA INC COM CL A | 1,045,853 | $359M | 4.0% |
| AMZN | AMAZON COM INC COM | 1,116,359 | $266M | 3.0% |
| AVGO | BROADCOM INC | 691,659 | $261M | 2.9% |
| ETN | EATON CORP PLC SHS | 530,610 | $226M | 2.6% |
| ECL | ECOLAB INC COM | 723,394 | $202M | 2.3% |
Track Williams Jones Wealth Management, LLC's 13F portfolio: $8.9B in reported holdings, 560 positions. Top holdings and quarterly changes on SentiSense.
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