EADS & HEALD WEALTH MANAGEMENT
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 204,046
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 148 | 204,046 | 13F-HR | EADS & HEALD WEALTH MANAGEMENT |
| Q1 2026 | 4/29/2026 | 140 | 200,737 | 13F-HR | EADS & HEALD WEALTH MANAGEMENT |
| Q4 2025 | 1/29/2026 | 141 | 206,714 | 13F-HR | EADS & HEALD WEALTH MANAGEMENT |
| Q3 2025 | 10/22/2025 | 139 | 209,468 | 13F-HR | EADS & HEALD WEALTH MANAGEMENT |
| Q2 2025 | 7/22/2025 | 134 | 202,397 | 13F-HR | EADS & HEALD WEALTH MANAGEMENT |
| Q2 2014 | 8/1/2014 | 121 | 150,536 | 13F-HR | EADS & HEALD INVESTMENT COUNSEL/ |
| Q1 2014 | 5/1/2014 | 113 | 152,108 | 13F-HR | EADS & HEALD INVESTMENT COUNSEL/ |
| Q4 2013 | 2/3/2014 | 111 | 150,689 | 13F-HR | EADS & HEALD INVESTMENT COUNSEL/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 204 K | 100.0% | 3.313 K | 0 | 3.313 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
204,046
Holdings
148
QoQ value change ($000)
3,309
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.