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Livermore
Livermore
ZHEN

Monticello Wealth Management, LLC

SEC CIK
0001791996
Latest filing
Aug 4, 2026

GOOGL holding history

Alphabet Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GOOGL overviewAll 13F holders of GOOGLFull Q2 2026 holdings

Shares (Q2 2026)
13,171
Value
$4.71M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of GOOGL by Monticello Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,171$4.71M0.3%+928+7.6%AddedHolders
Q1 202612,243$3.52M0.2%−320−2.5%ReducedHolders
Q4 202512,563$3.93M0.3%+3,073+32.4%AddedHolders
Q3 20259,490$2.31M0.2%+1,256+15.3%AddedHolders
Q2 20258,234$1.45M0.1%−3,034−26.9%ReducedHolders
Q1 202511,268$1.74M0.1%+2,880+34.3%AddedHolders
Q4 20248,388$1.59M0.1%+1,471+21.3%AddedHolders
Q3 20246,917$1.15M0.1%+47+0.7%AddedHolders
Q2 20246,870$1.25M0.1%+30.0%AddedHolders
Q1 20246,867$1.04M0.1%−2,230−24.5%ReducedHolders
Q4 20239,097$1.27M0.1%−1,202−11.7%ReducedHolders
Q3 202310,299$1.35M0.1%+1,804+21.2%AddedHolders
Q2 20238,495$1.02M0.1%+280+3.4%AddedHolders
Q1 20238,215$761.9K0.1%+1,395+20.5%AddedHolders
Q4 20226,820$601.7K0.1%+20+0.3%AddedHolders
Q3 20226,800$651.0K0.1%−140−2.0%ReducedConverted for a 20-for-1 splitHolders
Q2 2022347$756.0K0.1%+1+0.3%AddedHolders
Q1 2022346$962.0K0.1%00.0%UnchangedHolders
Q4 2021346$1.00M0.1%+78+29.1%AddedHolders
Q3 2021268$717.0K0.1%00.0%UnchangedHolders
Q2 2021268$654.0K0.1%+29+12.1%AddedHolders
Q1 2021239$493.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.