Mowery & Schoenfeld Wealth Management, LLC
All 13F Filings
- Location
- Lincolnshire, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 89,639
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 365 | 89,639 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
| Q2 2026 | 8/5/2026 | 363 | 73,384 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
| Q1 2026 | 5/1/2026 | 357 | 65,454 | 13F-HR | Mowery & Schoenfeld Wealth Management, LLC |
| 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 | 51.4 K | 57.3% | 2.908 K | 0 | 2.908 K |
| ETFs | 32.63 K | 36.4% | 8.503 K | 0 | 8.503 K |
| Debt | 5.616 K | 6.3% | 4.862 K | 0 | 4.862 K |
| Other | 5 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
89,639
Holdings
365
QoQ value change ($000)
16,255
(22.2%)
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.