Aryn Sands

Griffith & Werner, Inc.

Assets Managed

$201.803M

Holdings

Last Quarter

2026 - Q1

Filed Date

13d ago

Growth Rate

2.77%(2Q avg: 2.25%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Griffith & Werner, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Griffith & Werner, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 201.803M in assets, with a quarterly growth rate of 2.77% and a 2-quarter average growth rate of 2.25%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FDEC Ft Vest U.s. Equity Buffer E Recent Activity Decreased -24.39%	11.99%	$24.186M 486,440 shares@ $49.73 avg price	Decreased -24.39%
SQMX Ft Vest Us Quar Max Buff Etf Recent Activity New Position	5.13%	$10.342M 310,627 shares@ $33.3 avg price	New Position
C Citigroup Inc Recent Activity Increased 6.31%	3.97%	$7.995M 70,499 shares@ $113.42 avg price	Increased 6.31%
AMZN Amazon.com Inc Recent Activity Increased 19.81%	3.91%	$7.871M 37,793 shares@ $208.27 avg price	Increased 19.81%
AAPL Apple Inc Recent Activity Increased 5.92%	3.58%	$7.215M 28,429 shares@ $253.8 avg price	Increased 5.92%
XOM Exxon Mobil Corp Recent Activity Decreased -27.59%	3.55%	$7.156M 42,179 shares@ $169.66 avg price	Decreased -27.59%
T At&t Inc Recent Activity Decreased -5.83%	3.51%	$7.075M 244,066 shares@ $29.0 avg price	Decreased -5.83%
META Meta Platforms Inc-class A Recent Activity Increased 10.01%	3.34%	$6.737M 11,776 shares@ $572.13 avg price	Increased 10.01%
MSFT Microsoft Corp Recent Activity Increased 38.38%	3.32%	$6.69M 18,072 shares@ $370.18 avg price	Increased 38.38%
TFC Truist Financial Corp Recent Activity Increased 5.46%	3.19%	$6.424M 139,752 shares@ $45.98 avg price	Increased 5.46%

1-10 of 72