13F Filings History of GWN SECURITIES INC.

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$494,238,555
Signature - Title
Laura J. Bornheimer - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by GWN SECURITIES INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GWN SECURITIES INC. reported 440 stock holdings with total value $494,238,555 as of Q4 2025. Top holdings included IVV, AAPL, QQQ, SPY, and ICSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 440 $494,238,555 +$75,909,649 -$17,228,909 +$58,680,740 IVV, AAPL, QQQ, SPY, ICSH 13F-HR 11 Feb 2026, 14:47
Q3 2025 393 $432,027,497 +$55,282,213 -$194,166,620 -$138,884,407 IVV, AAPL, QQQ, SUB, ICSH 13F-HR 27 Oct 2025, 13:35
Q2 2025 395 $539,187,476 +$80,452,714 -$1,384,675,909 -$1,304,223,195 SPY, MSFT, VGT, IVV, NVDA 13F-HR 01 Aug 2025, 14:03
Q1 2025 689 $1,771,578,625 +$1,461,554,107 -$53,534,564 +$1,408,019,543 SPY, IVV, QQQ, NVDA, AAPL 13F-HR 15 May 2025, 14:21
Q4 2024 357 $373,084,291 $0 $0 $0 AAPL, NVDA, AMZN, MSFT, SPY 13F-HR 10 Feb 2025, 15:02