Vault-13

Maloon Powers Pitre Higgins & Dennehy, LLC

SAN RAMON, CA · CIK 2149656 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$291.0m reported value
147positions
48.2%in top 10
—no comparable previous quarter

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 APPLE INC COM AAPL AAPL 127,329 $36.8m12.66% 12.66% First filing
2 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 102,121 $19.5m6.69% 6.69% First filing
3 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 77,453 $18.3m6.30% 6.30% First filing
4 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL VBIL 189,195 $14.3m4.92% 4.92% First filing
5 ISHARES TR RUS 1000 GRW ETF IWF IWF 86,473 $10.7m3.69% 3.69% First filing
6 SPDR SERIES TRUST AEROSPACE DEF XAR XAR 35,536 $10.1m3.47% 3.47% First filing
7 VANGUARD WHITEHALL FDS HIGH DIV YLD VYM VYM 51,857 $8.2m2.82% 2.82% First filing
8 ORACLE CORP COM ORCL ORCL 53,390 $7.8m2.69% 2.69% First filing
9 ISHARES TR RUS 1000 VAL ETF IWD IWD 31,668 $7.7m2.64% 2.64% First filing
10 SPDR S&P 500 ETF TR TR UNIT SPY SPY 9,032 $6.7m2.32% 2.32% First filing
11 MICROSOFT CORP COM MSFT MSFT 17,986 $6.7m2.31% 2.31% First filing
12 META PLATFORMS INC CL A META META 10,994 $6.2m2.13% 2.13% First filing
13 SELECT SECTOR SPDR TR SBI INT-UTILS XLU XLU 119,514 $5.4m1.86% 1.86% First filing
14 ISHARES TR MSCI EAFE ETF EFA EFA 47,515 $4.9m1.70% 1.70% First filing
15 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 67,778 $4.8m1.66% 1.66% First filing
16 COSTCO WHSL CORP NEW COM COST COST 4,667 $4.4m1.50% 1.50% First filing
17 VANGUARD INDEX FDS VALUE ETF VTV VTV 17,899 $3.9m1.34% 1.34% First filing
18 CALIFORNIA BANCORP COM BCAL BCAL 170,396 $3.6m1.22% 1.22% First filing
19 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 5,145 $3.5m1.21% 1.21% First filing
20 ISHARES TR SELECT DIVID ETF DVY DVY 20,674 $3.2m1.11% 1.11% First filing
21 AMAZON COM INC COM AMZN AMZN 13,039 $3.1m1.07% 1.07% First filing
22 NVIDIA CORPORATION COM NVDA NVDA 15,470 $3.1m1.06% 1.06% First filing
23 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 6,144 $3.1m1.06% 1.06% First filing
24 ISHARES TR CORE S&P MCP ETF IJH IJH 39,661 $3.1m1.05% 1.05% First filing
25 TESLA INC COM TSLA TSLA 6,399 $2.7m0.93% 0.93% First filing
26 CHEVRON CORP NEW COM CVX CVX 16,165 $2.7m0.92% 0.92% First filing
27 CISCO SYS INC COM CSCO CSCO 22,590 $2.7m0.91% 0.91% First filing
28 QUANTA SVCS INC COM PWR PWR 3,221 $2.3m0.80% 0.80% First filing
29 VISA INC COM CL A V V 6,657 $2.3m0.78% 0.78% First filing
30 SPDR DOW JONES INDL AVERAGE UT SER 1 DIA DIA 4,146 $2.2m0.74% 0.74% First filing
31 JOHNSON & JOHNSON COM JNJ JNJ 8,202 $2.1m0.72% 0.72% First filing
32 AT&T INC COM T T 96,427 $2.0m0.69% 0.69% First filing
33 JPMORGAN CHASE & CO COM JPM JPM 5,870 $1.9m0.66% 0.66% First filing
34 ISHARES TR U.S. TECH ETF IYW IYW 7,243 $1.8m0.63% 0.63% First filing
35 WELLS FARGO CO NEW COM WFC WFC 20,909 $1.7m0.59% 0.59% First filing
36 ISHARES TR GLOBAL TECH ETF IXN IXN 4,589 $1.7m0.58% 0.58% First filing
37 VANGUARD INDEX FDS MID CAP ETF VO VO 21,032 $1.7m0.58% 0.58% First filing
38 VANGUARD INDEX FDS GROWTH ETF VUG VUG 18,972 $1.6m0.56% 0.56% First filing
39 ISHARES TR CALIF MUN BD ETF CMF CMF 27,501 $1.6m0.54% 0.54% First filing
40 VANECK ETF TRUST URANIUM AND NUCL NLR NLR 13,554 $1.6m0.54% 0.54% First filing
41 APPLIED MATLS INC COM AMAT AMAT 2,145 $1.6m0.53% 0.53% First filing
42 ISHARES TR CORE S&P SCP ETF IJR IJR 10,385 $1.5m0.53% 0.53% First filing
43 VANGUARD WORLD FD INF TECH ETF VGT VGT 12,505 $1.5m0.51% 0.51% First filing
44 BANK AMERICA CORP COM BAC BAC 25,282 $1.4m0.50% 0.50% First filing
45 ISHARES TR RUS MD CP GR ETF IWP IWP 9,772 $1.4m0.49% 0.49% First filing
46 ISHARES TR EAFE VALUE ETF EFV EFV 18,151 $1.4m0.48% 0.48% First filing
47 VERIZON COMMUNICATIONS INC COM VZ VZ 29,758 $1.3m0.43% 0.43% First filing
48 ISHARES INC MSCI EMRG CHN EMXC EMXC 12,240 $1.3m0.43% 0.43% First filing
49 ISHARES TR US AER DEF ETF ITA ITA 5,029 $1.2m0.42% 0.42% First filing
50 VANGUARD INSTL INDEX FD ULTRA-SHORT TREA VGUS VGUS 15,149 $1.1m0.39% 0.39% First filing
51 ADVANCED MICRO DEVICES INC COM AMD AMD 1,971 $1.1m0.39% 0.39% First filing
52 SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF FNDF 21,048 $1.1m0.38% 0.38% First filing
53 ELI LILLY & CO COM LLY LLY 908 $1.1m0.37% 0.37% First filing
54 HOME DEPOT INC COM HD HD 2,820 $994.5k0.34% 0.34% First filing
55 ABBVIE INC COM ABBV ABBV 3,893 $979.6k0.34% 0.34% First filing
56 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 30,473 $966.3k0.33% 0.33% First filing
57 QUALCOMM INC COM QCOM QCOM 5,137 $949.3k0.33% 0.33% First filing
58 ISHARES TR MSCI KLD400 SOC DSI DSI 6,613 $941.6k0.32% 0.32% First filing
59 ISHARES TR RUS 1000 ETF IWB IWB 2,299 $941.4k0.32% 0.32% First filing
60 MERCK & CO INC COM MRK MRK 6,865 $882.2k0.30% 0.30% First filing
61 VANGUARD BD INDEX FDS INTERMED TERM BIV BIV 11,324 $868.5k0.30% 0.30% First filing
62 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 1,809 $863.9k0.30% 0.30% First filing
63 SELECT SECTOR SPDR TR FINANCIAL XLF XLF 15,645 $838.7k0.29% 0.29% First filing
64 SPDR SER TR S&P DIVID ETF SDY SDY 5,351 $814.4k0.28% 0.28% First filing
65 VANGUARD WORLD FD UTILITIES ETF VPU VPU 4,123 $807.1k0.28% 0.28% First filing
66 BERKSHIRE HATHAWAY INC DEL CL A BRK.A BRK.A 1 $748.9k0.26% 0.26% First filing
67 SELECT SECTOR SPDR TR SBI CONS STPLS XLP XLP 8,679 $720.9k0.25% 0.25% First filing
68 ISHARES TR RUS MDCP VAL ETF IWS IWS 4,170 $686.4k0.24% 0.24% First filing
69 ROSS STORES INC COM ROST ROST 3,201 $681.3k0.23% 0.23% First filing
70 ANALOG DEVICES INC COM ADI ADI 1,704 $676.9k0.23% 0.23% First filing
71 AMERICAN ELEC PWR CO INC COM AEP AEP 4,895 $669.6k0.23% 0.23% First filing
72 DISNEY WALT CO COM DIS DIS 6,764 $651.1k0.22% 0.22% First filing
73 WALMART INC COM WMT WMT 5,362 $607.3k0.21% 0.21% First filing
74 PACCAR INC COM PCAR PCAR 4,721 $567.1k0.19% 0.19% First filing
75 ISHARES TR RUS MID CAP ETF IWR IWR 5,110 $563.7k0.19% 0.19% First filing
76 ISHARES TR RUS 2000 GRW ETF IWO IWO 1,397 $550.2k0.19% 0.19% First filing
77 INTERNATIONAL BUSINESS MACHS COM IBM IBM 1,944 $546.6k0.19% 0.19% First filing
78 KEYSIGHT TECHNOLOGIES INC COM KEYS KEYS 1,533 $536.7k0.18% 0.18% First filing
79 ISHARES TR EAFE GRWTH ETF EFG EFG 4,251 $528.8k0.18% 0.18% First filing
80 MCDONALDS CORP COM MCD MCD 1,891 $511.1k0.18% 0.18% First filing
81 GALLAGHER ARTHUR J & CO COM AJG AJG 2,217 $509.0k0.17% 0.17% First filing
82 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 5,940 $507.8k0.17% 0.17% First filing
83 KLA CORP COM NEW KLAC KLAC 1,670 $503.9k0.17% 0.17% First filing
84 EXXON MOBIL CORP COM XOM XOM 3,648 $498.7k0.17% 0.17% First filing
85 VANGUARD WORLD FD MEGA GRWTH IND MGK MGK 5,665 $498.0k0.17% 0.17% First filing
86 INTEL CORP COM INTC INTC 3,364 $469.7k0.16% 0.16% First filing
87 PALO ALTO NETWORKS INC COM PANW PANW 1,341 $457.3k0.16% 0.16% First filing
88 MCKESSON CORP COM MCK MCK 602 $454.9k0.16% 0.16% First filing
89 AMERICAN WTR WKS CO INC NEW COM AWK AWK 3,403 $447.7k0.15% 0.15% First filing
90 SCHWAB STRATEGIC TR US TIPS ETF SCHP SCHP 16,530 $438.1k0.15% 0.15% First filing
91 PG&E CORP COM PCG PCG 25,588 $430.4k0.15% 0.15% First filing
92 ABBOTT LABS COM ABT ABT 4,656 $422.5k0.15% 0.15% First filing
93 SPROTT ASSET MANAGEMENT LP TR UNIT CEF CEF 10,449 $420.4k0.14% 0.14% First filing
94 WARNER BROS DISCOVERY INC COM SER A WBD WBD 15,722 $419.1k0.14% 0.14% First filing
95 ISHARES TR RUS TP200 VL ETF IWX IWX 3,977 $418.3k0.14% 0.14% First filing
96 SCHWAB STRATEGIC TR INTL EQTY ETF SCHF SCHF 14,920 $413.3k0.14% 0.14% First filing
97 AGILENT TECHNOLOGIES INC COM A A 3,104 $412.3k0.14% 0.14% First filing
98 PROCTER AND GAMBLE CO COM PG PG 2,750 $403.2k0.14% 0.14% First filing
99 ISHARES TR RUSSELL 2000 ETF IWM IWM 1,338 $402.1k0.14% 0.14% First filing
100 ARISTA NETWORKS INC COM SHS ANET ANET 2,329 $395.7k0.14% 0.14% First filing