Notify me when Dougherty Wealth Advisers LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 118 | $176,934,810 | +$21,009,173 | -$2,186,033 | +$18,823,140 | VTV, VUG, VOE, QQQ, VIOG | 13F-HR | 29 Jan 2026, 13:37 |
| Q3 2025 | 112 | $155,199,187 | +$3,543,632 | -$10,454,186 | -$6,910,554 | VUG, VTV, VOE, VIOG, VWO | 13F-HR | 14 Oct 2025, 11:58 |
| Q2 2025 | 110 | $150,579,950 | +$13,423,475 | -$8,667,893 | +$4,755,582 | VUG, VTV, VOE, QQQ, VIOG | 13F-HR | 22 Jul 2025, 15:32 |
| Q1 2025 | 110 | $135,259,827 | +$13,587,249 | -$2,679,799 | +$10,907,450 | VTV, VUG, VOE, VIOG, AAPL | 13F-HR | 25 Apr 2025, 12:07 |
| Q4 2024 | 109 | $129,012,712 | +$8,162,483 | -$5,727,832 | +$2,434,651 | VUG, VTV, VOE, VIOG, AAPL | 13F-HR | 24 Jan 2025, 12:31 |
| Q3 2024 | 109 | $125,875,795 | +$3,833,364 | -$510,498 | +$3,322,866 | VUG, VTV, VOE, VIOG, AAPL | 13F-HR | 30 Oct 2024, 12:19 |
| Q2 2024 | 110 | $114,434,422 | +$177,445 | -$1,314,092 | -$1,136,647 | VUG, VTV, VOE, VIOG, AAPL | 13F-HR | 11 Jul 2024, 16:29 |
| Q1 2024 | 110 | $113,014,638 | +$1,719,518 | -$5,435,968 | -$3,716,450 | VUG, VTV, VOE, VIOG, VWO | 13F-HR | 26 Apr 2024, 11:55 |
| Q4 2023 | 128 | $108,849,538 | +$14,984,549 | -$2,463,937 | +$12,520,612 | VUG, VTV, VOE, VIOG, AAPL | 13F-HR | 22 Jan 2024, 16:19 |
| Q3 2023 | 126 | $86,366,766 | +$18,131,787 | -$1,354,453 | +$16,777,334 | VUG, VTV, VOE, VIOG, AAPL | 13F-HR | 25 Oct 2023, 16:57 |
| Q2 2023 | 125 | $72,866,257 | +$2,603,526 | -$1,072,229 | +$1,531,297 | VUG, VOE, VIOG, AAPL, VWO | 13F-HR | 03 Aug 2023, 14:17 |
| Q1 2023 | 132 | $66,176,491 | +$5,524,044 | -$2,228,926 | +$3,295,118 | VUG, VOE, VIOG, AAPL, VWO | 13F-HR | 14 Apr 2023, 13:51 |
| Q4 2022 | 131 | $60,880,769 | +$7,778,130 | -$44,024 | +$7,734,106 | VUG, VOE, VIOG, VWO, VYM | 13F-HR | 19 Jan 2023, 16:51 |
| Q3 2022 | 135 | $50,544,000 | +$1,538,046 | -$390,473 | +$1,147,573 | VUG, VOE, VIOG, VWO, IJR | 13F-HR | 13 Oct 2022, 14:41 |
| Q2 2022 | 125 | $53,582,000 | +$6,454,803 | -$7,998,130 | -$1,543,327 | VUG, VOE, VIOG, VWO, IJR | 13F-HR | 19 Jul 2022, 15:28 |
| Q1 2022 | 127 | $66,266,000 | +$1,522,550 | -$2,228,081 | -$705,531 | VUG, ITOT, VOE, VIOG, VWO | 13F-HR | 28 Apr 2022, 18:18 |
| Q4 2021 | 136 | $71,567,000 | +$1,346,810 | -$2,580,142 | -$1,233,332 | VUG, ITOT, VOE, VIOG, VWO | 13F-HR | 27 Jan 2022, 16:36 |
| Q3 2021 | 146 | $67,200,000 | +$275,938 | -$401,730 | -$125,792 | VUG, ITOT, VOE, VIOG, VWO | 13F-HR | 02 Nov 2021, 15:54 |
| Q2 2021 | 134 | $67,714,000 | +$597,422 | -$4,239,638 | -$3,642,216 | VUG, ITOT, VOE, VIOG, VWO | 13F-HR | 05 Aug 2021, 16:31 |
| Q1 2021 | 132 | $66,291,000 | +$59,021 | -$1,237,111 | -$1,178,090 | VUG, ITOT, VOE, QQQ, VIOG | 13F-HR | 06 May 2021, 16:50 |
| Q4 2020 | 144 | $63,650,000 | +$31,213,651 | -$244,213 | +$30,969,438 | VUG, ITOT, VOE, QQQ, VWO | 13F-HR | 04 Feb 2021, 12:25 |
| Q3 2020 | 149 | $28,971,000 | +$1,192,892 | -$727,418 | +$465,474 | VUG, VOE, IJR, AAPL, VWO | 13F-HR | 02 Nov 2020, 15:08 |
| Q2 2020 | 157 | $27,336,000 | +$1,460,075 | -$5,140,965 | -$3,680,890 | VUG, VOE, IJR, VWO, AAPL | 13F-HR | 11 Aug 2020, 13:34 |
| Q1 2020 | 159 | $25,110,000 | +$273,707 | -$728,489 | -$454,782 | VOE, VUG, SPY, IJR, VTI | 13F-HR | 05 May 2020, 12:31 |
| Q4 2019 | 173 | $32,720,000 | +$258,472 | -$459,895 | -$201,423 | VOE, IJR, SPY, VUG, VTI | 13F-HR | 07 Feb 2020, 10:10 |
| Q3 2019 | 176 | $30,404,000 | +$1,044,725 | -$6,260,763 | -$5,216,038 | VOE, IJR, SPY, VUG, VTI | 13F-HR | 12 Nov 2019, 12:50 |
| Q2 2019 | 248 | $35,389,000 | +$5,102,138 | -$301,532 | +$4,800,606 | VOE, VTI, IJR, VUG, VXUS | 13F-HR | 07 Aug 2019, 12:22 |
| Q1 2019 | 205 | $29,489,000 | +$97,114 | -$2,023,523 | -$1,926,409 | VOE, VTI, IJR, VXUS, SPY | 13F-HR | 09 May 2019, 12:58 |
| Q4 2018 | 222 | $29,152,000 | $0 | $0 | $0 | VOE, IJR, VTI, VXUS, SPY | 13F-HR | 11 Feb 2019, 12:45 |