GWN SECURITIES INC.
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 598,015
- Description
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- 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 | 8/5/2026 | 486 | 598,015 | 13F-HR | GWN SECURITIES INC. |
| Q1 2026 | 5/14/2026 | 462 | 522,601 | 13F-HR | GWN SECURITIES INC. |
| Q4 2025 | 2/11/2026 | 440 | 494,239 | 13F-HR | GWN SECURITIES INC. |
| Q3 2025 | 10/27/2025 | 393 | 432,027 | 13F-HR | GWN SECURITIES INC. |
| Q2 2025 | 8/1/2025 | 395 | 539,187 | 13F-HR | GWN SECURITIES INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 320.8 K | 53.7% | 24.72 K | 0 | 24.72 K |
| ETFs | 272.8 K | 45.7% | 50.69 K | 0 | 50.69 K |
| Debt | 3.746 K | 0.6% | 188 | 0 | 188 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
598,015
Holdings
486
QoQ value change ($000)
75,414
(14.4%)
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.