ABSHER WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Chapel Hill, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 852,907
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 852.6 K | 100.0% | 9.59 K | 0 | 9.59 K |
| ETFs | 299 | 0.0% | 299 | 0 | 299 |
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Fund Snapshot
Q1 2026
Latest filed
5/4/2026
Total value ($000)
852,907
Holdings
70
QoQ value change ($000)
9,886
(1.2%)
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.