Q3 2026 13F · SEC CIK 1914644

Bill Few Associates, Inc.

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $480.9M
Reported positions: 231
Top holdings a year, 3 yrs: +18.9%
Assets under management: $2.7B

Bill Few Associates, Inc. is a wealth manager that reported 231 positions worth $480.9M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were J P Morgan Exchange Traded F (JMTG, 8.7%), Apple Inc (AAPL, 7.0%), Nvidia Corporation (NVDA, 4.5%). A portfolio copying its top holdings returned 18.9% a year over the last 3 years, against 20.4% for the S&P 500.

Bill Few Associates, Inc. holdings largest 50 of 231 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bill Few Associates, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
JMTGJ P Morgan Exchange Traded F	8.7%	9.3%	869,826	+1.6%	$42.0M
AAPLApple Inc	7.0%	6.3%	100,701	-0.6%	$33.5M
NVDANvidia Corporation	4.5%	4.0%	94,006	+0.5%	$21.5M
MSFTMicrosoft Corp	4.3%	3.2%	39,974	-1.0%	$20.5M
GOOGAlphabet Inc	2.7%	3.0%	38,272	-3.8%	$13.0M
JPMJpmorgan Chase & Co	2.3%	2.4%	33,124	-1.4%	$11.0M
CGDVCapital Group Dividend Value	2.0%	1.6%	195,237	+25.2%	$9.5M
ABBVAbbvie Inc	2.0%	2.1%	36,024	-6.7%	$9.4M
VOOVanguard Index Fds	2.0%	1.9%	13,390	+1.9%	$9.4M
XOMExxonmobil Holdings Corp	1.6%	—	48,302	—	$7.9M
TJXTjx Cos Inc New	1.6%	1.9%	59,091	-1.8%	$7.8M
AMATApplied Matls Inc	1.6%	2.9%	15,004	-21.2%	$7.7M
SPMDSpdr Series Trust	1.5%	1.5%	110,717	+3.4%	$7.0M
CSCOCisco Sys Inc	1.4%	1.6%	62,661	-1.3%	$6.7M
ROKRockwell Automation Inc	1.3%	1.5%	14,168	+0.0%	$6.2M
CVXChevron Corporation	1.3%	1.1%	29,435	-0.7%	$6.0M
ORCLOracle Corp	1.2%	1.4%	43,310	-2.4%	$5.9M
VZVerizon Communications Inc	1.2%	1.1%	128,823	+2.5%	$5.9M
CGGOCapital Group Gbl Growth Eqt	1.1%	1.1%	134,867	+8.7%	$5.4M
CORCencora Inc	1.1%	1.1%	17,734	+1.2%	$5.3M
PGProcter & Gamble Co	1.1%	1.1%	35,187	+0.9%	$5.1M
IBMInternational Business Machs	1.0%	1.2%	21,821	+10.1%	$4.8M
AXPAmerican Express Co	1.0%	1.2%	15,688	-2.9%	$4.8M
DDominion Energy Inc	1.0%	1.1%	76,751	+1.4%	$4.6M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	9,217	-13.2%	$4.6M
ABTAbbott Laboratories	0.9%	0.9%	45,798	+3.1%	$4.5M
HDHome Depot Inc	0.9%	1.2%	15,822	+1.8%	$4.5M
GOOGLAlphabet Inc	0.8%	0.9%	11,855	+3.2%	$4.1M
ETNEaton Corp PLC	0.8%	0.9%	9,438	-1.9%	$4.1M
BXBlackstone Inc	0.8%	0.9%	36,089	-2.3%	$4.0M
MDYGSpdr Ser Tr	0.8%	0.9%	36,466	+0.5%	$3.8M
PEPPepsico Inc	0.8%	0.8%	29,798	+1.4%	$3.8M
AVYAvery Dennison Corp	0.8%	0.7%	21,680	+1.1%	$3.7M
AMTAmerican Tower Corp	0.8%	0.7%	22,439	+5.3%	$3.7M
VTIVanguard Index Fds	0.8%	0.5%	9,735	+50.9%	$3.6M
ADPAutomatic Data Processing in	0.7%	0.7%	13,947	+2.1%	$3.6M
USBUS Bancorp	0.7%	0.8%	61,963	+4.2%	$3.6M
CGIECapital Group International	0.7%	0.7%	93,136	+5.0%	$3.4M
SPSMSpdr Series Trust	0.7%	0.7%	63,474	+5.0%	$3.4M
CGGRCapital Group Growth ETF	0.7%	0.7%	70,467	+1.8%	$3.3M
AMZNAmazon Com Inc	0.7%	—	13,345	—	$3.3M
MDYVSpdr Series Trust	0.7%	0.7%	36,085	+0.6%	$3.2M
UGIUgi Corporation	0.7%	0.7%	89,414	-2.6%	$3.2M
JDVIJohn Hancock Disciplined Value Internati	0.6%	0.6%	78,180	+2.5%	$3.1M
DISDisney Walt Co	0.6%	0.6%	29,567	+10.2%	$3.1M
CGXUCapital Group Intl Focus Eqt	0.6%	0.6%	87,787	+2.2%	$3.0M
IDEQLazard Active ETF Tr	0.6%	0.6%	84,557	+13.9%	$3.0M
VEUVanguard Intl Equity Index F	0.6%	—	33,931	—	$2.8M
PNCPnc Finl Svcs Group Inc	0.6%	0.7%	12,636	-1.1%	$2.8M
JGROJ P Morgan Exchange Traded F	0.5%	0.6%	27,002	+2.9%	$2.6M

What Bill Few Associates, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTI Vanguard Index Fds+50.9% shares
CGDV Capital Group Dividend Value+25.2% shares
IDEQ Lazard Active ETF Tr+13.9% shares
DIS Disney Walt Co+10.2% shares
IBM International Business Machs+10.1% shares
CGGO Capital Group Gbl Growth Eqt+8.7% shares
AMT American Tower Corp+5.3% shares
CGIE Capital Group International+5.0% shares

Reduced

AMAT Applied Matls Inc-21.2% shares
BRK-B Berkshire Hathaway Inc Del-13.2% shares
ABBV Abbvie Inc-6.7% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.2% /yr; S&P 500 +20.1%
3 years: +18.9% /yr; S&P 500 +20.4%
5 years: +15.4% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$480.9M	231
Q2 2026	$467.8M	225
Q1 2026	$416.9M	211
Q4 2025	$406.3M	196
Q3 2025	$388.2M	201
Q2 2025	$353.2M	194
Q1 2025	$279.8M	174
Q4 2024	$284.5M	174
Q3 2024	$281.8M	178
Q2 2024	$260.5M	173
Q1 2024	$246.5M	169
Q4 2023	$219.2M	156

Questions about Bill Few Associates, Inc.'s portfolio

What stocks does Bill Few Associates, Inc. own?

Bill Few Associates, Inc.'s latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 231 positions worth $480.9M. The largest are J P Morgan Exchange Traded F (JMTG) at 8.7%, Apple Inc (AAPL) at 7.0%, Nvidia Corporation (NVDA) at 4.5%, Microsoft Corp (MSFT) at 4.3% and Alphabet Inc (GOOG) at 2.7%.

What did Bill Few Associates, Inc. buy last quarter?

In Q3 2026, Bill Few Associates, Inc. added Vanguard Index Fds (VTI) (+50.9% shares), Capital Group Dividend Value (CGDV) (+25.2% shares) and Lazard Active ETF Tr (IDEQ) (+13.9% shares), compared with its Q2 2026 filing.

What did Bill Few Associates, Inc. sell last quarter?

In Q3 2026, Bill Few Associates, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Starbucks Corp (SBUX), cut from its top 50 Johnson & Johnson (JNJ), Applied Matls Inc (AMAT) (-21.2% shares), Berkshire Hathaway Inc Del (BRK-B) (-13.2% shares) and Abbvie Inc (ABBV) (-6.7% shares), compared with its Q2 2026 filing.

How has Bill Few Associates, Inc.'s portfolio performed?

A portfolio copying Bill Few Associates, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.2% against +20.1%. Over 5 years: +15.4% a year against +16.8%.

When is Bill Few Associates, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Bill Few Associates, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Bill Few Associates, Inc. manage?

Bill Few Associates, Inc. reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $480.9M.