Griffith & Werner, Inc.

Est. AUM

$201.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$24.2M	486440	11.99%	SOLE
2	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$10.3M	310627	5.12%	SOLE
3	CITIGROUP INC	COM NEW	$8.0M	70499	3.96%	SOLE
4	AMAZON COM INC	COM	$7.9M	37793	3.90%	SOLE
5	APPLE INC	COM	$7.2M	28429	3.58%	SOLE
6	EXXON MOBIL CORP	COM	$7.2M	42179	3.55%	SOLE
7	AT&T INC	COM	$7.1M	244066	3.51%	SOLE
8	META PLATFORMS INC	CL A	$6.7M	11776	3.34%	SOLE
9	MICROSOFT CORP	COM	$6.7M	18072	3.32%	SOLE
10	TRUIST FINL CORP	COM	$6.4M	139752	3.18%	SOLE
11	BANK AMERICA CORP	COM	$6.3M	128959	3.12%	SOLE
12	SOUTHERN CO	COM	$6.2M	64207	3.07%	SOLE
13	COCA COLA CO	COM	$6.2M	81349	3.07%	SOLE
14	VERIZON COMMUNICATIONS INC	COM	$5.8M	115649	2.88%	SOLE
15	JOHNSON & JOHNSON	COM	$5.7M	23154	2.80%	SOLE
16	ALPHABET INC	CAP STK CL C	$5.5M	19064	2.71%	SOLE
17	NVIDIA CORPORATION	COM	$5.2M	29985	2.59%	SOLE
18	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$4.9M	122718	2.45%	SOLE
19	PROCTER & GAMBLE CO	COM	$4.3M	29444	2.11%	SOLE
20	PFIZER INC	COM	$4.2M	149521	2.08%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.2M	6419	2.07%	SOLE
22	HOME DEPOT INC	COM	$3.7M	11270	1.84%	SOLE
23	DUKE ENERGY CORP NEW	COM NEW	$3.6M	27456	1.78%	SOLE
24	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$3.4M	86694	1.69%	SOLE
25	UNITEDHEALTH GROUP INC	COM	$3.4M	12490	1.67%	SOLE
26	WELLS FARGO & CO	COM	$3.4M	42314	1.67%	SOLE
27	ORACLE CORP	COM	$3.3M	22184	1.62%	SOLE
28	ABBVIE INC	COM	$3.0M	13577	1.46%	SOLE
29	CHEVRON CORPORATION	COM	$2.5M	12082	1.24%	SOLE
30	MARVELL TECHNOLOGY INC	COM	$2.5M	25147	1.23%	SOLE
31	GILEAD SCIENCES INC	COM	$1.9M	13745	0.95%	SOLE
32	LOCKHEED MARTIN CORP	COM	$1.8M	2991	0.90%	SOLE
33	AMERICAN EXPRESS CO	COM	$1.8M	5879	0.88%	SOLE
34	CONSTELLATION ENERGY CORP	COM	$1.4M	4969	0.69%	SOLE
35	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$1.2M	29600	0.57%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.0M	3512	0.51%	SOLE
37	INTERNATIONAL BUSINESS MACHS	COM	$948K	3909	0.47%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$912K	1580	0.45%	SOLE
39	AMERICAN WTR WKS CO INC NEW	COM	$700K	5147	0.35%	SOLE
40	BLACKROCK INC	COM	$693K	721	0.34%	SOLE
41	PEPSICO INC	COM	$563K	3627	0.28%	SOLE
42	CATERPILLAR INC	COM	$539K	760	0.27%	SOLE
43	CISCO SYS INC	COM	$518K	6673	0.26%	SOLE
44	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$497K	9085	0.25%	SOLE
45	PHILIP MORRIS INTL INC	COM	$487K	2946	0.24%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$454K	947	0.22%	SOLE
47	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$449K	10000	0.22%	SOLE
48	TEXAS INSTRS INC	COM	$438K	2259	0.22%	SOLE
49	NEXTERA ENERGY INC	COM	$432K	4656	0.21%	SOLE
50	ELI LILLY & CO	COM	$378K	411	0.19%	SOLE

1–50 of 72

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.