Dougherty Wealth Advisers LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Bain Capital Specialty Finance, Inc.BCSF | $696 | 0.0% |
| Solventum Corp | $872 | 0.0% |
| Atlanta Braves Holdings, Inc. | $1.2K | 0.0% |
| ADVANCED MICRO DEVICES INC | $1.5K | 0.0% |
| A2Z CUST2MATE SOLUTIONS CORP. | $2.0K | 0.0% |
| FIDELITY WISE ORIGIN BITCOIN FUND | $2.5K | 0.0% |
| GCI Liberty, Inc. | $2.7K | 0.0% |
| FIDELITY ETHEREUM FUND ETF | $2.8K | 0.0% |
| COLLIERS INTL GROUP INC SUB VTG SHS | $2.9K | 0.0% |
| ASML HLDG NV N Y REGISTRY SHS | $3.2K | 0.0% |
| YIELDMAX UNIVERSE FUND OF OPTION INCOME ETFS | $3.7K | 0.0% |
| Broadcom Inc. | $4.5K | 0.0% |
| GCI Liberty, Inc. | $6.0K | 0.0% |
| United Rentals Inc | $6.5K | 0.0% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $8.8K | 0.0% |
| PROSHARES BITCOIN ETF | $9.1K | 0.0% |
| 3M CO | $9.6K | 0.0% |
| iShares MSCI UAE ETF | $9.8K | 0.0% |
| Liberty Broadband Corp | $17.7K | 0.0% |
| VANGUARD HEALTH CARE ETF | $21.6K | 0.0% |
| Liberty Live Holdings, Inc. | $24.4K | 0.0% |
| WEX Inc | $31.9K | 0.0% |
| Liberty Media Corp-Liberty Formula One | $32.8K | 0.0% |
| LAM RESEARCH CORP | $34.2K | 0.0% |
| ISHARES CORE S&P US VALUE ETF | $34.7K | 0.0% |
| Blackbaud Inc | $37.5K | 0.0% |
| Liberty Broadband Corp | $38.9K | 0.0% |
| SPDR GOLD SHARES | $39.6K | 0.0% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $43.8K | 0.0% |
| LANDSTAR SYSTEM INC | $46.2K | 0.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $47.6K | 0.0% |
| Medtronic plc | $48.0K | 0.0% |
| ISHARES ESG MSCI KLD 400 ETF | $49.1K | 0.0% |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $50.3K | 0.0% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $50.8K | 0.0% |
| FIRST EAGLE GLOBAL EQUITY ETF | $52.0K | 0.0% |
| Merck & Co., Inc. | $52.6K | 0.0% |
| SHERWIN WILLIAMS CO | $54.8K | 0.0% |
| First American Financial Corp | $54.9K | 0.0% |
| VANGUARD DIVIDEND APPRECIATION ETF | $54.9K | 0.0% |
| VANGUARD MID-CAP ETF | $58.0K | 0.0% |
| BIO-TECHNE Corp | $60.9K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $62.0K | 0.0% |
| Liberty Live Holdings, Inc. | $63.7K | 0.0% |
| ISHARES RUSSELL 3000 ETF | $67.7K | 0.0% |
| ISHARES CORE S&P MID-CAP ETF | $70.0K | 0.0% |
| Liberty Media Corp-Liberty Formula One | $72.4K | 0.0% |
| Sirius XM Holdings Inc | $73.9K | 0.0% |
| SBA Communications Corp | $80.3K | 0.0% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $95.8K | 0.1% |