Dougherty Wealth Advisers LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ALLSTATE CORP | $168.0K | 0.1% |
| CISCO SYSTEMS, INC. | $165.9K | 0.1% |
| LOWES COMPANIES INC | $158.2K | 0.1% |
| STARBUCKS CORP | $157.4K | 0.1% |
| ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | $157.2K | 0.1% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $144.0K | 0.1% |
| PACKAGING CORP OF AMERICA | $143.5K | 0.1% |
| NXP Semiconductors N.V. | $143.0K | 0.1% |
| Accenture plc | $141.4K | 0.1% |
| AbbVie Inc. | $138.0K | 0.1% |
| ISHARES RUSSELL MID-CAP VALUE ETF | $129.5K | 0.1% |
| CORNING INC /NY | $126.4K | 0.1% |
| IDEXX LABORATORIES INC /DE | $123.8K | 0.1% |
| BlackRock, Inc. | $122.0K | 0.1% |
| ASTRAZENECA PLC SPONSORED ADR | $118.6K | 0.1% |
| Warren E. Buffett | $114.1K | 0.1% |
| The Boeing Company | $108.3K | 0.1% |
| VANGUARD TOTAL STOCK MARKET ETF | $102.3K | 0.1% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $95.8K | 0.1% |
| SBA Communications Corp | $80.3K | 0.0% |
| Sirius XM Holdings Inc | $73.9K | 0.0% |
| Liberty Media Corp-Liberty Formula One | $72.4K | 0.0% |
| ISHARES CORE S&P MID-CAP ETF | $70.0K | 0.0% |
| ISHARES RUSSELL 3000 ETF | $67.7K | 0.0% |
| Liberty Live Holdings, Inc. | $63.7K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $62.0K | 0.0% |
| BIO-TECHNE Corp | $60.9K | 0.0% |
| VANGUARD MID-CAP ETF | $58.0K | 0.0% |
| VANGUARD DIVIDEND APPRECIATION ETF | $54.9K | 0.0% |
| First American Financial Corp | $54.9K | 0.0% |
| SHERWIN WILLIAMS CO | $54.8K | 0.0% |
| Merck & Co., Inc. | $52.6K | 0.0% |
| FIRST EAGLE GLOBAL EQUITY ETF | $52.0K | 0.0% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $50.8K | 0.0% |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $50.3K | 0.0% |
| ISHARES ESG MSCI KLD 400 ETF | $49.1K | 0.0% |
| Medtronic plc | $48.0K | 0.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $47.6K | 0.0% |
| LANDSTAR SYSTEM INC | $46.2K | 0.0% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $43.8K | 0.0% |
| SPDR GOLD SHARES | $39.6K | 0.0% |
| Liberty Broadband Corp | $38.9K | 0.0% |
| Blackbaud Inc | $37.5K | 0.0% |
| ISHARES CORE S&P US VALUE ETF | $34.7K | 0.0% |
| LAM RESEARCH CORP | $34.2K | 0.0% |
| Liberty Media Corp-Liberty Formula One | $32.8K | 0.0% |
| WEX Inc | $31.9K | 0.0% |
| Liberty Live Holdings, Inc. | $24.4K | 0.0% |
| VANGUARD HEALTH CARE ETF | $21.6K | 0.0% |
| Liberty Broadband Corp | $17.7K | 0.0% |