Mowery & Schoenfeld Wealth Management, LLC
All 13F Filings
- Location
- Lincolnshire, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 68,985
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 475 | 68,985 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
| Q3 2025 | 10/27/2025 | 383 | 58,241 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
| Q2 2025 | 7/28/2025 | 397 | 65,865 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.26 K | 87.4% | 9.273 K | 0 | 9.273 K |
| ETFs | 7.966 K | 11.5% | 1.47 K | 0 | 1.47 K |
| Debt | 751 | 1.1% | 0 | 3 | -3 |
| Other | 4 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
68,985
Holdings
475
QoQ value change ($000)
10,744
(18.4%)
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.