Mowery & Schoenfeld Wealth Management, LLC

Q2 2026 13F Holdings

Location
Lincolnshire, IL
Holdings as of
6/30/2026
Value
$73.4M
Num holdings
363
Date filed
8/6/2026
Form type
13F-HR
Prev filing
5/1/2026
Next filing
10/28/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type