13F Filings History of Mowery & Schoenfeld Wealth Management, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$68,985,022
Signature - Title
Keith Schoenfeld - Chief Compliance Officer
Location
Lincolnshire, IL
Summary
This page shows a list of all the recent 13F filings made by Mowery & Schoenfeld Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mowery & Schoenfeld Wealth Management, LLC reported 475 stock holdings with total value $68,985,022 as of Q4 2025. Top holdings included FTEC, NVDA, AAPL, PRF, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 475 $68,985,022 +$10,350,585 -$964,913 +$9,385,672 FTEC, NVDA, AAPL, PRF, DFAC 13F-HR 28 Jan 2026, 16:23
Q3 2025 383 $58,241,166 +$4,883,876 -$17,487,009 -$12,603,133 FTEC, AAPL, DFAC, NVDA, MSFT 13F-HR 24 Oct 2025, 18:45
Q2 2025 394 $61,862,462 +$14,026,050 -$6,896,897 +$7,129,153 TSLA, FTEC, DFAC, AAPL, NVDA 13F-HR 28 Jul 2025, 11:58
Q1 2025 454 $51,045,039 +$7,822,047 -$6,369,440 +$1,452,607 FTEC, AAPL, NOBL, DFAC, MSFT 13F-HR 05 May 2025, 13:29
Q4 2024 491 $51,427,517 +$12,828,503 -$24,448,434 -$11,619,931 FTEC, NOBL, AAPL, DFAC, GOOGL 13F-HR 10 Feb 2025, 12:58
Q3 2024 234 $62,995,295 +$4,983,579 -$15,041,490 -$10,057,911 FTEC, NOBL, DFAC, LCR, AAPL 13F-HR 22 Oct 2024, 18:04
Q2 2024 213 $69,588,352 +$17,042,945 -$771,291 +$16,271,654 FTEC, NOBL, DFAC, FLOT, LCR 13F-HR 14 Aug 2024, 17:12
Q1 2024 166 $51,888,099 +$4,106,982 -$4,077,481 +$29,501 FTEC, NOBL, DFAC, FLOT, LCR 13F-HR 14 May 2024, 17:22
Q4 2023 174 $49,494,392 $0 $0 $0 FTEC, NOBL, FLOT, DFAC, LCR 13F-HR 14 May 2024, 17:21