J. Derek Lewis & Associates Inc.: summary

J. Derek Lewis & Associates Inc. reported 234 positions with a reported value of $554.75M in its 13F for Q3 2026. Compared with Q2 2026: 33 new positions, 15 exited.

Top positions

• CAPITAL GROUP CORE BALANCED ETF
• CAPITAL GROUP DIVIDEND VALUE ETF
• CAPITAL GROUP DIVIDEND GROWE
• CAPITAL GROUP GBL GROWTH EQT
• CAPITAL GROUP GROWTH ETF
• APPLE INC COM
• CAPITAL GRP FIXED INCM ETF T
• CAPITAL GRP FIXED INCM ETF T
• CAPITAL GROUP CORE EQUITY ET
• CAPITAL GRP FIXED INCM ETF T