Mowery & Schoenfeld Wealth Management, LLC
RIA/Wealth
Mowery & Schoenfeld Wealth Management, LLC is a RIA/Wealth based in Lincolnshire, IL led by Jeffery Lynn Mowery, reporting $389.2M in AUM as of Q3 2025 with 35% ETF concentration and 50% concentrated in top 10 holdings.
CEOJeffery Lynn Mowery
- Portfolio Value
- $58.2M
- Positions
- 379
- Top Holding
- FTEC at 8.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Mowery & Schoenfeld Wealth Management, LLC's portfolio (50.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $4.8M | 8.19% | +$62.4K Bought | — 21.4K shares | |
Consumer Electronics Technology | $3.8M | 6.49% | -$46.1K Sold | 0.00% 14.8K shares | |
ETF ETF | $3.7M | 6.34% | -$209.9K Sold | — 95.7K shares | |
Semiconductors Technology | $3.5M | 6.07% | -$68.7K Sold | 0.00% 18.9K shares | |
Software - Infrastructure Technology | $2.7M | 4.72% | — | 0.00% 5.3K shares | |
ETF ETF | $2.7M | 4.64% | +$2.5M Bought | — 59.7K shares | |
ETF ETF | $2.7M | 4.56% | -$309.2 Sold | — 25.8K shares | |
Internet Content & Information Communication Services | $2.4M | 4.12% | -$272.5K Sold | 0.00% 9.9K shares | |
Internet Content & Information Communication Services | $1.6M | 2.67% | -$7.8K Sold | 0.00% 6.4K shares | |
Discount Stores Consumer Defensive | $1.4M | 2.39% | +$369.2K Bought | 0.00% 13.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Mowery & Schoenfeld Wealth Management, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Mowery & Schoenfeld Wealth Management, LLC
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