Eads & Heald Wealth Management holds a diversified book of 148 reported positions worth $204.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Ge Vernova Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 3% of the reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Eads & Heald Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Eads & Heald Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Eads & Heald Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 31 / 80 | $443.7M |
| Draper Asset Management, LLC | 8 / 80 | $161.8M |
| Emerald Advisors, LLC | 36 / 80 | $646.9M |
| Aljian Capital Management, LLC | 42 / 80 | $435.8M |
| Hoey Investments, Inc | 57 / 80 | $623.4M |
| Conway Capital Management, Inc. | 17 / 80 | $175.9M |
| Ketron Financial | 20 / 80 | $251.5M |
| Prospect Hill Management, LLC | 9 / 80 | $199.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Eads & Heald Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia COM | $6.7M | 33.5K | 3.3% | ▼−9.8% Reduced · −4K sh | |
| 2 | Lam Research COM | $6.2M | 14.3K | 3.0% | ▼−24% Reduced · −5K sh | |
| 3 | Advanced Micro COM | $4.6M | 7.9K | 2.2% | ▼−19% Reduced · −2K sh | |
| 4 | Amphenol COM | $4.2M | 23.9K | 2.1% | ▼−9.7% Reduced · −3K sh | |
| 5 | Caterpillar COM | $3.6M | 3.4K | 1.8% | ▼−15% Reduced · −626 sh | |
| 6 | Apple COM | $3.6M | 12.6K | 1.8% | ▼−8.0% Reduced · −1K sh | |
| 7 | Walmart COM | $3.6M | 31.4K | 1.7% | ▼−5.6% Reduced · −2K sh | |
| 8 | Analog Devices COM | $3.5M | 8.8K | 1.7% | ▼−11% Reduced · −1K sh | |
| 9 | J.P. Morgan Chase COM | $3.5M | 10.6K | 1.7% | ▼−7.2% Reduced · −829 sh | |
| 10 | W.W. Grainger COM | $3.4M | 2.5K | 1.7% | ▼−6.8% Reduced · −180 sh | |
| 11 | Amazon.com COM | $3.3M | 13.7K | 1.6% | ▼−6.7% Reduced · −983 sh | |
| 12 | Alphabet Class A COM | $3.1M | 8.8K | 1.5% | ▼−11% Reduced · −1K sh | |
| 13 | Costco COM | $3.1M | 3.3K | 1.5% | ▼−6.9% Reduced · −246 sh | |
| 14 | Broadcom COM | $3.0M | 8.1K | 1.5% | ▼−8.7% Reduced · −768 sh | |
| 15 | American Express COM | $2.8M | 8.4K | 1.4% | ▼−6.5% Reduced · −577 sh | |
| 16 | Cisco Systems COM | $2.8M | 23.6K | 1.4% | ▼−18% Reduced · −5K sh | |
| 17 | Expeditors Int'l COM | $2.7M | 16.5K | 1.3% | ▼−6.5% Reduced · −1K sh | |
| 18 | AFLAC COM | $2.7M | 22.8K | 1.3% | ▼−6.4% Reduced · −2K sh | |
| 19 | Visa COM | $2.7M | 7.8K | 1.3% | ▼−5.5% Reduced · −455 sh | |
| 20 | Emerson Electric COM | $2.6M | 18.4K | 1.3% | ▼−5.6% Reduced · −1K sh | |
| 21 | Amgen COM | $2.5M | 7.0K | 1.2% | ▼−7.2% Reduced · −546 sh | |
| 22 | Illinois Tool Works COM | $2.4M | 9.0K | 1.2% | ▼−5.2% Reduced · −495 sh | |
| 23 | O'Reilly Auto COM | $2.4M | 26.1K | 1.2% | ▼−6.1% Reduced · −2K sh | |
| 24 | Hubbell COM | $2.4M | 4.5K | 1.2% | ▼−6.1% Reduced · −296 sh | |
| 25 | Cencora COM | $2.4M | 8.4K | 1.2% | ▼−6.3% Reduced · −560 sh | |
| 26 | Stryker COM | $2.3M | 7.3K | 1.1% | ▼−6.1% Reduced · −475 sh | |
| 27 | Johnson & Johnson COM | $2.3M | 9.0K | 1.1% | ▼−8.2% Reduced · −799 sh | |
| 28 | Fastenal Co. COM | $2.2M | 45.7K | 1.1% | ▼−3.2% Reduced · −2K sh | |
| 29 | AbbVie COM | $2.1M | 8.4K | 1.0% | ▼−8.8% Reduced · −819 sh | |
| 30 | Chevron Corp. COM | $2.1M | 12.8K | 1.0% | ▼−7.7% Reduced · −1K sh | |
| 31 | Sherwin-Williams COM | $2.1M | 6.1K | 1.0% | ▼−1.6% Reduced · −98 sh | |
| 32 | Church & Dwight COM | $2.1M | 21.8K | 1.0% | ▼−5.7% Reduced · −1K sh | |
| 33 | Snap-on COM | $2.1M | 5.2K | 1.0% | ▼−8.0% Reduced · −455 sh | |
| 34 | Procter & Gamble COM | $2.1M | 14.2K | 1.0% | ▼−3.1% Reduced · −454 sh | |
| 35 | Carlisle COM | $2.0M | 5.6K | 1.0% | ▼−3.7% Reduced · −219 sh | |
| 36 | Microsoft COM | $2.0M | 5.5K | 1.0% | ▼−6.8% Reduced · −402 sh | |
| 37 | ExxonMobil COM | $2.0M | 14.9K | 1.0% | ▼−9.8% Reduced · −2K sh | |
| 38 | Thermo Fisher Scientific COM | $2.0M | 4.1K | 1.0% | ▼−6.4% Reduced · −279 sh | |
| 39 | Colgate Palmolive COM | $2.0M | 21.7K | 1.0% | ▲+1.7% Added · +354 sh | |
| 40 | Oracle Corp. COM | $2.0M | 13.5K | 1.0% | ▼−5.7% Reduced · −822 sh | |
| 41 | Ecolab COM | $2.0M | 7.1K | 1.0% | ▼−4.9% Reduced · −367 sh | |
| 42 | PepsiCo COM | $1.9M | 14.2K | 0.9% | ▼−3.8% Reduced · −554 sh | |
| 43 | Air Products & Chem. COM | $1.9M | 6.4K | 0.9% | ▼−6.5% Reduced · −448 sh | |
| 44 | Marriott Intl. Class A COM | $1.9M | 5.0K | 0.9% | ▲+3.8% Added · +182 sh | |
| 45 | McDonalds COM | $1.8M | 6.8K | 0.9% | ▼−3.0% Reduced · −215 sh | |
| 46 | Lowes COM | $1.8M | 8.2K | 0.9% | ▲+45% Added · +3K sh | |
| 47 | Automatic Data Processing COM | $1.8M | 8.0K | 0.9% | ▼−2.1% Reduced · −172 sh | |
| 48 | RTX Corp. COM | $1.8M | 9.5K | 0.9% | ▼−6.2% Reduced · −629 sh | |
| 49 | Texas Instruments COM | $1.8M | 5.9K | 0.9% | ▼−3.8% Reduced · −235 sh | |
| 50 | Booking Holdings COM | $1.8M | 9.9K | 0.9% | ▲21× Added · +9K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show EADS & HEALD WEALTH MANAGEMENT's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 148 | $204.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 29d | 140 | $200.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 141 | $206.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 139 | $209.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 134 | $202.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 138 | $196.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 17d | 135 | $203.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 144 | $211.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.