Duncan Williams Asset Management, LLC

CIK: 0002011771Latest portfolio: $402.5M · Q4 2025

Holdings

170

Total Value

$402.5M

New Positions

15

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
523,234$48.2M11.98%+33K
2
VUGVANGUARD GROWTH ETF
102,995$48.1M11.96%+2K
3
IUSVISHARES CORE S&P US VALUE ETF
272,824$29.2M7.26%+65K
4
AVNMAVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF
280,261$22.2M5.52%+272K
5
AAPLAPPLE INC
55,201$15.3M3.79%-581
6
GSSCTR ACTIVEBETA US SMALL CAP EQUITY ETF
155,976$12.3M3.06%+8K
7
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
181,890$12.2M3.02%+53K
8
VOOVANGUARD S&P 500 ETF
16,485$10.4M2.58%+567
9
VTVVANGUARD VALUE ETF
50,079$10.2M2.53%+3K
10
FT2FIRST HORIZON CORPORATION COM
343,772$8.9M2.20%-14,575
11
SCHDSCHWAB US DIVIDEND EQUITY ETF
285,319$8.8M2.20%-180,791
12
VWOVANGUARD FTSE EMERGING MARKETS ETF
131,513$7.4M1.84%+15K
13
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
14,611$7.4M1.83%-50
14
MSFTMICROSOFT
17,757$7.4M1.83%-993
15
VBVANGUARD SMALL-CAP ETF
26,621$7.2M1.80%+1K
16
NDQPOWERSHARES QQQ TR
11,451$6.9M1.72%-700
17
AMZNAMAZON.COM INC
24,269$5.7M1.40%-130
18
AZOAUTOZONE INC NEV
1,207$4.5M1.12%-5
19
GOOGALPHABET INC CAP STK CL C
13,419$4.5M1.11%-246
20
XMHQINVESCO S&P MIDCAP QUALITY ETF
39,778$4.3M1.06%+8K
21
FDXFEDEX CORP
11,707$4.2M1.05%-100
22
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
39,591$3.9M0.96%+4K
23
VOVANGUARD MID-CAP ETF
12,780$3.8M0.95%+833
24
MAMASTERCARD INC
6,659$3.7M0.92%-140
25
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT
5,279$3.6M0.90%+95

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IUSV273K+65K
VEA182K+53K
DGRW523K+33K
CAN31K+21K
VWO132K+15K
CGMU37K+10K
XMHQ40K+8K
GSSC156K+8K
VXUS20K+5K
VYMI40K+4K

Decreased Positions

NameSharesChange
SCHD285K-180791
PRTA70K-18058
FT2344K-14575
CIFR61K-12500
PDI56K-8403
PEP1K-6126
BAC6K-2539
CGXU44K-2394
WMT26K-1646
CPRT20K-1572

Sector Breakdown

Financial Services0.0% ($4.819548136292162e+259T)
Technology0.0% ($1.526273541563116e+58T)
Healthcare0.0% ($1.49714381197109e+43T)
Industrials0.0% ($4.244955791689571e+27T)
Unknown0.0% ($8.858736169361171e+23T)
Consumer Cyclical0.0% ($5654449013261.2T)
Real Estate0.0% ($1519638355283.2T)
Consumer Defensive0.0% ($32661535968.3T)
Energy0.0% ($12831081353.3T)
Communication Services0.0% ($44731374.6T)
Basic Materials0.0% ($1.1T)
Utilities0.0% ($268K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 5, 2026$402.5M170
Q3 2025Nov 12, 2025$355.4B164
Q2 2025Jul 22, 2025$427.8B115
Q1 2025Apr 21, 2025$276.8B147

Fund Information

CIK0002011771
Most Recent FilingFeb 5, 2026
Number of Filings4

Duncan Williams Asset Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $402.5M across 170 holdings. The largest position is WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW), representing 12.0% of the portfolio. Compared to the previous quarter, the fund opened 17 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.