Williams & Novak, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$117.6B

Holdings

134

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
FBNDFIDELITY MERRIMACK STR TR
284,492$13.0B11.07%
2
MFUSPIMCO EQUITY SER
146,331$7.8B6.65%
3
FELCFIDELITY COVINGTON TRUST
153,685$5.3B4.51%
4
SYPRSYPRIS SOLUTIONS INC
2,256,520$5.0B4.24%
5
MFEMPIMCO EQUITY SER
138,386$2.9B2.49%
6
PYLDPIMCO ETF TR
101,892$2.7B2.30%
7
XPCQXPIMCO CALIF MUN INCOME FD
288,755$2.5B2.11%
8
SLVISHARES SILVER TR
70,249$2.3B1.96%
9
IXUSISHARES TR
29,041$2.2B1.91%
10
MFDXPIMCO EQUITY SER
60,761$2.2B1.86%
11
SPYSPDR S&P 500 ETF TR
3,504$2.2B1.84%
12
DFCFDIMENSIONAL ETF TRUST
50,653$2.1B1.82%
13
ISCFISHARES TR
54,191$2.1B1.79%
14
AAPLAPPLE INC
9,458$1.9B1.65%
15
DGROISHARES TR
30,122$1.9B1.64%
16
AQLTISHARES TR
22,891$1.9B1.63%
17
HYDVANECK ETF TRUST
37,531$1.9B1.60%
18
ESGDISHARES TR
16,345$1.5B1.24%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
2,994$1.5B1.24%
20
XPCKXPIMCO CALIF MUN INCOME FD II
270,311$1.4B1.23%
21
NDQINVESCO QQQ TR
2,393$1.3B1.12%
22
EEMSISHARES INC
20,057$1.3B1.11%
23
VONEVANGUARD SCOTTSDALE FDS
4,586$1.3B1.10%
24
MSFTMICROSOFT CORP
2,562$1.3B1.08%
25
XSVMINVESCO EXCHANGE TRADED FD T
24,282$1.3B1.07%
26
AMZNAMAZON COM INC
5,728$1.3B1.07%
27
JEPIJ P MORGAN EXCHANGE TRADED F
22,033$1.3B1.07%
28
RINGISHARES INC
27,402$1.2B1.02%
29
BINCBLACKROCK ETF TRUST II
22,296$1.2B1.00%
30
PMXPIMCO MUN INCOME FD III
170,800$1.2B1.00%
31
GSLCGOLDMAN SACHS ETF TR
9,602$1.2B0.99%
32
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,044$1.1B0.97%
33
GDXVANECK ETF TRUST
19,455$1.0B0.86%
34
EMXCISHARES INC
15,529$980.5M0.83%
35
DFUSDIMENSIONAL ETF TRUST
14,535$974.1M0.83%
36
CMFISHARES TR
17,345$966.8M0.82%
37
HONHONEYWELL INTL INC
4,054$944.2M0.80%
38
VOOVANGUARD INDEX FDS
1,638$930.4M0.79%
39
PWZINVESCO EXCH TRADED FD TR II
39,800$928.9M0.79%
40
CIBRFIRST TR EXCHANGE TRADED FD
12,210$922.8M0.78%
41
FTECFIDELITY COVINGTON TRUST
4,672$921.4M0.78%
42
MUNIPIMCO ETF TR
17,900$919.3M0.78%
43
KBWPINVESCO EXCH TRADED FD TR II
6,823$838.1M0.71%
44
AVGOBROADCOM INC
2,767$762.7M0.65%
45
TACKCAPITOL SER TR
26,230$740.4M0.63%
46
IPACISHARES TR
10,765$739.6M0.63%
47
VVISA INC
2,009$713.3M0.61%
48
METAMETA PLATFORMS INC
939$693.1M0.59%
49
SCZISHARES TR
9,226$670.5M0.57%
50
VFHVANGUARD WORLD FD
5,215$663.9M0.56%
51
DFSDDIMENSIONAL ETF TRUST
13,813$663.1M0.56%
52
EMGFISHARES INC
11,823$615.6M0.52%
53
HYMBSPDR SERIES TRUST
24,750$613.3M0.52%
54
IEMGISHARES INC
10,075$604.8M0.51%
55
DFUVDIMENSIONAL ETF TRUST
14,278$603.7M0.51%
56
SCHXSCHWAB STRATEGIC TR
24,270$593.2M0.50%
57
ACWXISHARES TR
9,565$582.9M0.50%
58
GOOGALPHABET INC
3,160$560.6M0.48%
59
VTIVANGUARD INDEX FDS
1,740$528.9M0.45%
60
GQ9SPDR GOLD TR
1,724$525.5M0.45%
61
COSTCOSTCO WHSL CORP NEW
519$513.8M0.44%
62
PDNINVESCO EXCH TRADED FD TR II
13,090$509.4M0.43%
63
ISRGINTUITIVE SURGICAL INC
917$498.3M0.42%
64
MODMODINE MFG CO
5,022$494.6M0.42%
65
IDEVISHARES TR
6,450$490.5M0.42%
66
FENIFIDELITY COVINGTON TRUST
14,669$487.9M0.41%
67
BONDPIMCO ETF TR
5,226$481.7M0.41%
68
OLEDUNIVERSAL DISPLAY CORP
2,988$461.5M0.39%
69
UNHUNITEDHEALTH GROUP INC
1,441$449.6M0.38%
70
IAU*ISHARES GOLD TR
7,184$448.0M0.38%
71
TJXTJX COS INC NEW
3,527$435.5M0.37%
72
XLKSELECT SECTOR SPDR TR
1,636$414.3M0.35%
73
DLSWISDOMTREE TR
5,483$411.8M0.35%
74
PLTKPLAYTIKA HLDG CORP
85,385$403.9M0.34%
75
PSAPUBLIC STORAGE OPER CO
1,297$380.5M0.32%
76
IVVISHARES TR
601$373.1M0.32%
77
LRCXLAM RESEARCH CORP
3,750$365.0M0.31%
78
SNOWSNOWFLAKE INC
1,624$363.3M0.31%
79
DFACDIMENSIONAL ETF TRUST
10,127$363.0M0.31%
80
ESGEISHARES INC
9,097$356.3M0.30%
81
VIGVANGUARD SPECIALIZED FUNDS
1,734$354.9M0.30%
82
JPMJPMORGAN CHASE & CO.
1,193$345.8M0.29%
83
LLYELI LILLY & CO
428$333.7M0.28%
84
IYZISHARES TR
10,865$323.6M0.28%
85
FCOMFIDELITY COVINGTON TRUST
4,573$296.4M0.25%
86
IAUMISHARES GOLD TR
8,975$296.1M0.25%
87
AVNSAVANOS MED INC
22,219$272.0M0.23%
88
HDHOME DEPOT INC
733$268.9M0.23%
89
DFAIDIMENSIONAL ETF TRUST
7,559$261.3M0.22%
90
AMGNAMGEN INC
920$257.0M0.22%
91
AMKRAMKOR TECHNOLOGY INC
11,741$246.4M0.21%
92
FNCLFIDELITY COVINGTON TRUST
3,325$246.2M0.21%
93
TRGPTARGA RES CORP
1,400$243.7M0.21%
94
VGTVANGUARD WORLD FD
367$243.4M0.21%
95
RSPTINVESCO EXCHANGE TRADED FD T
5,570$227.1M0.19%
96
FLRGFIDELITY COVINGTON TRUST
6,231$224.0M0.19%
97
FMDEFIDELITY COVINGTON TRUST
6,484$223.1M0.19%
98
GTOINVESCO ACTIVELY MANAGED EXC
4,513$211.6M0.18%
99
XLYSELECT SECTOR SPDR TR
964$209.5M0.18%
100
CRMSALESFORCE INC
760$207.2M0.18%
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