J. Derek Lewis & Associates Inc.
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Newport Beach, CA
CIK
0002077884
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
206
426,507
CGBL, CGDV, CGGR, CGMU
13F-HR
5/1/2026
000207788426000002
Q4 2025
209
426,921
CGBL, CGDV, CGGR, CGMU
13F-HR
3/23/2026
000207788426000001