GW HENSSLER & ASSOCIATES LTD

All 13F Filings

Location
Kennesaw, GA
Most recent 13F
Q4 2025
Holdings value ($000)
2,078,223
Description
Website
Founded
Chairman
CEO
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
Q4 2025 2/10/2026 231 2,078,223 13F-HR GW HENSSLER & ASSOCIATES LTD
Q3 2025 1/23/2026 231 2,001,486 13F-HR GW HENSSLER & ASSOCIATES LTD
Q2 2025 7/25/2025 186 1,872,085 13F-HR GW HENSSLER & ASSOCIATES LTD
Q1 2014 5/12/2014 176 852,094 13F-HR GW HENSSLER & ASSOCIATES LTD
Q4 2013 2/7/2014 171 854,907 13F-HR GW HENSSLER & ASSOCIATES LTD
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.812 M 87.2% 16.85 K 0 16.85 K
ETFs 265.9 K 12.8% 59.88 K 0 59.88 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
2,078,223
Holdings
231
QoQ value change ($000)
76,737 (3.8%)
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.