EADS & Heald Wealth Management has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 149 distinct U.S. equity securities.
The report lists a wide variety of holdings across major sectors, including technology, healthcare, consumer goods, and energy. In the technology sector, the firm holds positions in companies such as Microsoft, Apple, Nvidia, and Meta Platforms. Other notable holdings include Johnson & Johnson, Procter & Gamble, Visa, and Mastercard.
The filing details the specific number of shares held for each company. For example, the firm reports holding 4,017,886 shares of Apple and 6,953,486 shares of Nvidia. It also lists holdings in major financial institutions, including J.P. Morgan Chase and Morgan Stanley.
The report was signed by Moying Lu, the Operations Manager for EADS & Heald Wealth Management, and was submitted on October 29, 2026.
