Jamison Private Wealth Management, Inc. has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of that quarter.
The report lists 262 individual equity positions held by the firm. The largest holding disclosed is Apple Inc., with 142,248 shares. Other significant positions include Microsoft Corporation (68,288 shares), NVIDIA Corporation (184,721 shares), and Visa Inc. (not explicitly listed in the table but implied by the total count context, though the table lists specific tickers; the top 5 in the table are Apple, Microsoft, NVIDIA, Berkshire Hathaway, and JPMorgan Chase). The filing includes a mix of large-cap technology stocks, energy companies, and financial institutions.
The report also lists various exchange-traded funds (ETFs) held by the firm, including the iShares Core S&P 500 ETF, the SPDR Gold Trust, and the Vanguard S&P 500 ETF Shares.
