Williams & Novak Wealth Management, LLC

Q3 2026 13F Holdings

Location
Westlake Village, CA
Holdings as of
9/30/2026
Value
$169M
Value excl. options
$167M
Num holdings
149
Date filed
10/9/2026
Form type
13F-HR
Prev filing
7/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type