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Portfolio (Quarterly) Guide ↗

Weaver Capital Management LLC

· CIK 0001552247
13F Portfolio $454M AUM 172 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Exited
Page 1 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEI ISHARES TR 231,359.0 $27.4M 6.04% $118.60 -1.5%
2 SCHG SCHWAB STRATEGIC TR 855,529.0 $24.9M 5.49% $29.13 +21.2%
3 FLXR TCW ETF TRUST 507,700.0 $19.9M 4.39% $39.27 -0.6%
4 VTV VANGUARD INDEX FDS 78,321.0 $15.4M 3.39% $196.20 +15.6%
5 NVDA NVIDIA CORPORATION Technology 84,959.0 $14.8M 3.26% $174.40 +22.2%
6 AVGO BROADCOM INC Technology 38,070.0 $11.8M 2.60% $309.51 +15.3%
7 STRV EA SERIES TRUST 277,643.0 $11.7M 2.57% $41.97 +13.5%
8 INNOVATOR ETFS TRUST 471,002.0 $10.1M 2.23% $21.45
9 AAPL APPLE INC Technology 39,390.0 $10.0M 2.20% $253.79 +22.1%
10 HEFA ISHARES TR 212,575.0 $9.0M 1.99% $42.49 +11.8%
11 BERKSHIRE HATHAWAY INC DEL 12.0 $8.6M 1.90% $718140.00
12 AMZN AMAZON COM INC Consumer Cyclical 40,119.0 $8.4M 1.84% $208.27 +25.3%
13 EFA ISHARES TR 85,460.0 $8.3M 1.83% $97.13 +12.0%
14 MSFT MICROSOFT CORP Technology 20,862.0 $7.7M 1.70% $370.18 +32.8%
15 BERKSHIRE HATHAWAY INC DEL 15,823.0 $7.6M 1.67% $479.20
16 SCHA SCHWAB STRATEGIC TR 251,155.0 $7.3M 1.61% $29.08 +19.0%
17 DDFN INNOVATOR ETFS TRUST 371,793.0 $7.1M 1.56% $19.00 +7.2%
18 WMT WALMART INC Consumer Defensive 54,116.0 $6.7M 1.48% $124.28 -15.2%
19 SHOP SHOPIFY INC Technology 54,246.0 $6.4M 1.42% $118.62 +29.7%
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 9,754.0 $6.3M 1.40% $650.34 +17.8%
Page 1 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 13.5%
Consumer Cyclical 12.1%
Healthcare 9.9%
Consumer Defensive 7.7%
Communication Services 7.6%
Industrials 6.0%
Utilities 3.1%
Basic Materials 2.2%
Energy 2.1%