Duncan Williams Asset Management, LLC
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 402,461
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 170 | 402,461 | 13F-HR | Duncan Williams Asset Management, LLC |
| Q3 2025 | 11/12/2025 | 164 | 355,410 | 13F-HR | Duncan Williams Asset Management, LLC |
| Q2 2025 | 7/22/2025 | 154 | 316,815 | 13F-HR/A - RESTATEMENT | Duncan Williams Asset Management, LLC |
| Q2 2025 | 7/22/2025 | 115 | 427,756 | 13F-HR | Duncan Williams Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 131.8 K | 32.7% | 2.193 K | 0 | 2.193 K |
| ETFs | 270.7 K | 67.3% | 44.86 K | 0 | 44.86 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
402,461
Holdings
170
QoQ value change ($000)
47,051
(13.2%)
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.