Q2 2026 13F · SEC CIK 1914644

Bill Few Associates, Inc.

Wealth managerFiled 2026-07-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $467.8M
Reported positions: 225
Top holdings a year, 3 yrs: +18.9%
Assets under management: $2.7B

Bill Few Associates, Inc. is a wealth manager that reported 225 positions worth $467.8M in its Q2 2026 13F, filed 2026-07-07. Its largest holdings were J P Morgan Exchange Traded F (JMTG, 9.3%), Apple Inc (AAPL, 6.3%), Nvidia Corporation Com (NVDA, 4.0%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 20.4% for the S&P 500.

Bill Few Associates, Inc. holdings largest 50 of 225 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bill Few Associates, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JMTGJ P Morgan Exchange Traded F	9.3%	9.5%	855,925	+10.2%	$43.4M
AAPLApple Inc	6.3%	6.3%	101,267	-1.8%	$29.3M
NVDANvidia Corporation Com	4.0%	3.8%	93,520	+1.7%	$18.7M
MSFTMicrosoft Corp	3.2%	3.6%	40,371	+0.4%	$15.1M
GOOGAlphabet Inc	3.0%	2.8%	39,797	-0.9%	$14.1M
AMATApplied Matls Inc	2.9%	1.6%	19,033	-2.5%	$13.8M
JPMJpmorgan Chase & Co	2.4%	2.4%	33,603	-1.8%	$11.0M
ABBVAbbvie Inc	2.1%	2.2%	38,621	-9.4%	$9.7M
TJXTjx Cos Inc New Com	1.9%	2.3%	60,171	-0.6%	$9.1M
VOOVanguard S&p 500 ETF	1.9%	1.4%	13,143	+30.4%	$9.0M
CGDVCapital Group Dividend Value ETF	1.6%	1.6%	155,908	+2.4%	$7.7M
CSCOCisco Sys Inc	1.6%	1.2%	63,461	+1.2%	$7.5M
SPMDSpdr Series Trust	1.5%	1.5%	107,104	+2.7%	$7.2M
ROKRockwell Automation Inc	1.5%	1.2%	14,168	-1.4%	$7.0M
XOMExxon Mobil Corp	1.4%	2.0%	49,366	-1.1%	$6.7M
ORCLOracle Corp	1.4%	1.6%	44,387	+0.6%	$6.5M
IBMInternational Business Machs	1.2%	1.1%	19,815	+6.3%	$5.6M
HDHome Depot Inc Com	1.2%	1.2%	15,536	+1.4%	$5.5M
AXPAmerican Express Co Com	1.2%	1.2%	16,160	-0.5%	$5.5M
VZVerizon Communications Inc Com	1.1%	1.5%	125,628	+2.5%	$5.3M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	10,621	+0.3%	$5.3M
CGGOCapital Group Gbl Growth Eqt	1.1%	0.9%	124,058	+8.2%	$5.3M
DDominion Energy Inc	1.1%	1.1%	75,728	+1.6%	$5.2M
PGProcter & Gamble Co Com	1.1%	1.2%	34,857	+1.1%	$5.1M
CORCencora Inc Com	1.1%	1.4%	17,521	-2.2%	$5.0M
CVXChevron Corp New	1.1%	1.5%	29,655	-0.1%	$4.9M
BXBlackstone Inc Com	0.9%	1.0%	36,926	-0.7%	$4.3M
GOOGLAlphabet Inc	0.9%	0.8%	11,484	-2.0%	$4.1M
ETNEaton Corp PLC	0.9%	0.8%	9,623	-2.3%	$4.1M
MDYGSpdr Series Trust	0.9%	0.8%	36,296	-1.4%	$4.1M
ABTAbbott Laboratories	0.9%	1.1%	44,412	-0.3%	$4.0M
PEPPepsico Inc	0.8%	1.1%	29,374	+1.3%	$4.0M
USBUS Bancorp Del	0.8%	0.7%	59,483	+3.5%	$3.6M
SPSMSpdr Series Trust	0.7%	0.7%	60,462	+3.0%	$3.5M
AMTAmerican Tower Corp	0.7%	0.9%	21,314	+1.3%	$3.5M
AVYAvery Dennison Corp	0.7%	0.9%	21,444	+2.5%	$3.5M
MDYVSpdr Series Trust	0.7%	0.7%	35,878	+1.7%	$3.4M
CGGRCapital Group Growth ETF	0.7%	0.7%	69,239	+1.0%	$3.3M
CGIECapital Group International	0.7%	0.7%	88,661	+4.3%	$3.3M
UGIUgi Corp New	0.7%	0.8%	91,832	-1.4%	$3.2M
PNCPnc Finl Svcs Group Inc	0.7%	0.7%	12,777	-7.1%	$3.1M
ADPAutomatic Data Processing Inc Com	0.7%	0.7%	13,664	+2.0%	$3.1M
CGXUCapital Group Intl Focus Eqt	0.6%	0.6%	85,922	+1.0%	$3.0M
JDVIJohn Hancock Disciplined Value Internati	0.6%	—	76,297	—	$2.9M
IDEQLazard Active ETF Tr	0.6%	—	74,221	—	$2.6M
JGROJ P Morgan Exchange Traded F	0.6%	0.5%	26,233	+1.5%	$2.6M
DISDisney Walt Co	0.6%	0.6%	26,823	+0.1%	$2.6M
SBUXStarbucks Corp Com	0.5%	0.5%	23,866	-1.2%	$2.4M
VTIVanguard Index Fds	0.5%	—	6,453	—	$2.4M
JNJJohnson & Johnson	0.5%	0.5%	9,146	-0.7%	$2.3M

What Bill Few Associates, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOO Vanguard S&p 500 ETF+30.4% shares
JMTG J P Morgan Exchange Traded F+10.2% shares
CGGO Capital Group Gbl Growth Eqt+8.2% shares
IBM International Business Machs+6.3% shares

Reduced

ABBV Abbvie Inc-9.4% shares
PNC Pnc Finl Svcs Group Inc-7.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.2% /yr; S&P 500 +20.1%
3 years: +18.9% /yr; S&P 500 +20.4%
5 years: +15.4% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$467.8M	225
Q1 2026	$416.9M	211
Q4 2025	$406.3M	196
Q3 2025	$388.2M	201
Q2 2025	$353.2M	194
Q1 2025	$279.8M	174
Q4 2024	$284.5M	174
Q3 2024	$281.8M	178
Q2 2024	$260.5M	173
Q1 2024	$246.5M	169
Q4 2023	$219.2M	156
Q3 2023	$191.2M	139

Questions about Bill Few Associates, Inc.'s portfolio

What stocks does Bill Few Associates, Inc. own?

Bill Few Associates, Inc.'s latest 13F, for Q2 2026 and filed Jul 7, 2026, lists 225 positions worth $467.8M. The largest are J P Morgan Exchange Traded F (JMTG) at 9.3%, Apple Inc (AAPL) at 6.3%, Nvidia Corporation Com (NVDA) at 4.0%, Microsoft Corp (MSFT) at 3.2% and Alphabet Inc (GOOG) at 3.0%.

What did Bill Few Associates, Inc. buy last quarter?

In Q2 2026, Bill Few Associates, Inc. added Vanguard S&p 500 ETF (VOO) (+30.4% shares), J P Morgan Exchange Traded F (JMTG) (+10.2% shares) and Capital Group Gbl Growth Eqt (CGGO) (+8.2% shares), compared with its Q1 2026 filing.

What did Bill Few Associates, Inc. sell last quarter?

In Q2 2026, Bill Few Associates, Inc. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Jensen Quality Growth ETF (JGRW), cut from its top 50 Pfizer Inc (PFE), Abbvie Inc (ABBV) (-9.4% shares) and Pnc Finl Svcs Group Inc (PNC) (-7.1% shares), compared with its Q1 2026 filing.

How has Bill Few Associates, Inc.'s portfolio performed?

A portfolio copying Bill Few Associates, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.2% against +20.1%. Over 5 years: +15.4% a year against +16.8%.

When is Bill Few Associates, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Bill Few Associates, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bill Few Associates, Inc. manage?

Bill Few Associates, Inc. reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $467.8M.