ABSHER WEALTH MANAGEMENT, LLC

All 13F Filings

Location
Chapel Hill, NC
Most recent 13F
Q2 2026
Holdings value ($000)
878,357
Description
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Website
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Founded
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Chairman
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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 8/10/2026 73 878,357 13F-HR ABSHER WEALTH MANAGEMENT, LLC
Q1 2026 5/4/2026 70 852,907 13F-HR ABSHER WEALTH MANAGEMENT, LLC
Q4 2025 1/28/2026 73 843,021 13F-HR ABSHER WEALTH MANAGEMENT, LLC
Q3 2025 10/22/2025 90 836,876 13F-HR ABSHER WEALTH MANAGEMENT, LLC
Q2 2025 7/23/2025 70 806,900 13F-HR ABSHER WEALTH MANAGEMENT, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 878 K 100.0% 25.4 K 0 25.4 K
ETFs 345 0.0% 46 0 46
Debt 1 0.0% 1 0 1
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
878,357
Holdings
73
QoQ value change ($000)
25,450 (3.0%)
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.