Lewis Asset Management, LLC
All 13F Filings
- Location
- Lafayette, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 285,461
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 219 | 285,461 | 13F-HR | Lewis Asset Management, LLC |
| Q1 2026 | 4/21/2026 | 199 | 244,590 | 13F-HR | Lewis Asset Management, LLC |
| Q4 2025 | 1/15/2026 | 185 | 245,568 | 13F-HR | Lewis Asset Management, LLC |
| Q3 2025 | 10/20/2025 | 186 | 243,288 | 13F-HR | Lewis Asset Management, LLC |
| Q2 2025 | 7/14/2025 | 176 | 212,605 | 13F-HR | Lewis Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 209.5 K | 73.4% | 30.18 K | 0 | 30.18 K |
| ETFs | 75.95 K | 26.6% | 10.69 K | 0 | 10.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
285,461
Holdings
219
QoQ value change ($000)
40,871
(16.7%)
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.