Eads & Heald Wealth Management
Eads & Heald Wealth Management reported 149 stocks worth $198M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (3.5%), LRCX (2.1%) and AMD (2.0%). Compared with Q2 2026, the fund opened new positions in XOM, MAT and PLTR, added to APH, CSCO and CHD, trimmed NVDA, LRCX and AMD and sold out of XOM, INTU and STZ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $7M | 3.5% | 30K | −3,009 (−9%) | 8 of 8 | |
| 2 |  LRCX Lam Research Corp | $4.2M | 2.1% | 13K | −1,689 (−12%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $4M | 2.0% | 6,584 | −1,300 (−16%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $4M | 2.0% | 12K | −495 (−4%) | 8 of 8 | |
| 5 |  APH Amphenol Corp New | $3.9M | 1.9% | 46K | +22K (+91%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $3.4M | 1.7% | 10K | −230 (−2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $3.3M | 1.7% | 13K | −265 (−2%) | 8 of 8 | |
| 8 |  ADI Analog Devices Inc | $3.3M | 1.6% | 8,258 | −543 (−6%) | 8 of 8 | |
| 9 |  WMT Walmart Inc | $3.2M | 1.6% | 31K | −496 (−2%) | 8 of 8 | |
| 10 |  GWW Grainger W W Inc | $3M | 1.5% | 2,410 | −65 (−3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2M | 15K |
 INTU Intuit | $525K | 2,011 |
 STZ Constellation Brands Incclass Class A | $504K | 3,622 |
 FISV Fiserv Inc | $375K | 7,643 |
 ACN Accenture PLC Ireland | $249K | 2,000 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Eads & Heald Wealth Management 13F FAQ
What does Eads & Heald Wealth Management own?
Eads & Heald Wealth Management reported 149 stocks worth $198M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (3.5%), LRCX (2.1%) and AMD (2.0%). The table above lists every position in the filing (the top 10 without an account).
What did Eads & Heald Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 40 added to, 97 trimmed and 9 sold out. New positions include XOM, MAT and PLTR. It sold all of XOM, INTU and STZ.
When will Eads & Heald Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Eads & Heald Wealth Management's portfolio worth?
The Q3 2026 filing reports $198M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.