13F Filings History of Lewis Asset Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$245,568,136
Signature - Title
David W. Lewis - Chief Compliance Officer
Location
Lafayette, CA
Summary
This page shows a list of all the recent 13F filings made by Lewis Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lewis Asset Management, LLC reported 185 stock holdings with total value $245,568,136 as of Q4 2025. Top holdings included NVDA, AAPL, SPY, AMZN, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 185 $245,568,136 +$11,123,325 -$10,712,224 +$411,101 NVDA, AAPL, SPY, AMZN, MSFT 13F-HR 15 Jan 2026, 13:47
Q3 2025 186 $243,288,002 +$20,343,151 -$6,115,275 +$14,227,876 NVDA, AAPL, SPY, AMZN, MSFT 13F-HR 20 Oct 2025, 13:44
Q2 2025 176 $212,605,384 +$82,078,568 -$5,096,297 +$76,982,271 NVDA, AAPL, SPY, AMZN, MSFT 13F-HR 14 Jul 2025, 13:16
Q1 2025 127 $120,935,558 +$6,199,333 -$8,482,513 -$2,283,180 NVDA, AAPL, META, AMZN, BRKB 13F-HR 05 May 2025, 14:48
Q4 2024 129 $130,997,089 +$5,656,026 -$15,502,804 -$9,846,778 NVDA, AAPL, META, AMZN, MSFT 13F-HR 23 Jan 2025, 13:58
Q3 2024 131 $137,068,279 +$12,187,477 -$9,874,908 +$2,312,569 AAPL, NVDA, META, MSFT, AMZN 13F-HR 31 Oct 2024, 14:53
Q2 2024 117 $130,854,967 +$18,310,220 -$3,185,230 +$15,124,990 NVDA, AAPL, META, MSFT, AMZN 13F-HR 30 Jul 2024, 10:13
Q1 2024 117 $121,396,973 +$7,715,059 -$7,271,774 +$443,285 AAPL, NVDA, META, MSFT, AMZN 13F-HR 01 May 2024, 13:59
Q4 2023 109 $108,735,492 $0 $0 $0 AAPL, NVDA, META, MSFT, AMZN 13F-HR 23 Jan 2024, 16:15