Pension & Wealth Management Advisors, Inc. has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists 1,346 separate positions held by the firm, managed by President, CEO, and Chief Compliance Officer George Webb.
The portfolio includes a diverse mix of large-cap technology, healthcare, and financial services companies. Major holdings include Apple Inc., with 8,208,866 shares; Amazon.com Inc., with 3,993,940 shares; and Alphabet Inc. Class A, with 4,532,574 shares. The firm also holds significant positions in Applied Digital Corp., Applied Materials Inc., and Bristol-Myers Squibb Co.
The filing details specific share counts for each security, with the top positions ranging from millions of shares for giants like Apple and Amazon to hundreds of shares for smaller companies such as Ares Commercial Real Estate Corp. and Ares Management Corporation.
