TradeWell Securities, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 52 separate positions held by the firm.
The largest position disclosed in the portfolio is Vanguard Index Funds Morningstar Total Stock Market ETF, which holds 259,411 shares. The firm also holds a significant position in Vanguard Index Funds S&P 500 ETF Shares, with 77,815,310 shares listed.
Among individual equities, NVIDIA Corporation is the largest holding, with 22,804,846 shares. Apple Inc. follows with 48,689,674 shares, and NUCOR Corp is listed with 5,892,584 shares.
The filing includes a variety of other major companies, including Microsoft Corporation with 5,547,120 shares, Meta Platforms Inc. with 12,334,441 shares, and Johnson & Johnson with 407,028 shares.
The portfolio also contains several exchange-traded funds (ETFs), such as the SPDR S&P 500 ETF Trust with 29,254,701 shares and the Innovator ETFs Trust Defined WLT SHLD with 1,751,409 shares.
