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Brian D. Mitchell

Mitchell & Pahl Private Wealth, Llc

Assets Managed
$272.209M
Holdings
149
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.53%(2Q avg: 6.38%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Mitchell & Pahl Private Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Mitchell & Pahl Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 272.209M in assets, with a quarterly growth rate of 10.53% and a 2-quarter average growth rate of 6.38%. The portfolio is managed by Brian D. Mitchell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.46%
2.98%
$8.109M
28,025 shares@ $289.36 avg price
STX
Seagate Technology Holdings
Recent Activity
Decreased -1.55%
2.76%
$7.51M
7,782 shares@ $965.0 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.31%
2.38%
$6.465M
17,114 shares@ $377.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.91%
2.03%
$5.509M
14,770 shares@ $373.01 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 0.69%
1.81%
$4.92M
41,889 shares@ $117.46 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 1.72%
1.75%
$4.75M
18,704 shares@ $253.98 avg price
TER
Teradyne Inc
Recent Activity
Decreased -0.52%
1.68%
$4.567M
9,440 shares@ $483.85 avg price
TXN
Texas Instruments Inc
Recent Activity
Increased 0.92%
1.67%
$4.524M
15,176 shares@ $298.08 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 0.82%
1.66%
$4.505M
4,454 shares@ $1011.41 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 0.76%
1.61%
$4.369M
31,956 shares@ $136.72 avg price

1-10 of 149