Dougherty Wealth Advisers LLC

Q1 2025 vs. Q4 2025 13F Holdings

Period
Q1 2025
Q4 2025
Holdings as of
3/31/2025
12/31/2025
Value ($000)
$135,260
$176,935
Num holdings
110
118
Form type
13F-HR
13F-HR
Date filed
4/25/2025
1/29/2026
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2025 Q4 2025 Diff Chg % Q1 2025 Q4 2025 Diff Chg %