GW HENSSLER & ASSOCIATES LTD

All 13F Filings

Location
Kennesaw, GA
Most recent 13F
Q2 2026
Holdings value ($000)
2,247,857
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
Q2 2026 7/28/2026 268 2,247,857 13F-HR GW HENSSLER & ASSOCIATES LTD
Q1 2026 5/15/2026 232 2,122,988 13F-HR GW HENSSLER & ASSOCIATES LTD
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.677 M 74.6% 0 81.89 K -81.89 K
ETFs 571.1 K 25.4% 206.7 K 0 206.7 K
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,247,857
Holdings
268
QoQ value change ($000)
124,869 (5.9%)
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.