&PARTNERS
All 13F Filings
- Location
- Nashville, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 19,114,153
- Description
- Nashville Tennessee based advisory led wealth manager with a manager led governance framework and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and planning integrated mandate design for private client and family mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through governance continuity discipline and exposure consistency.
- Website
- https://andpartners.com/
- Founded
- 2023
- Chairman
- —
- CEO
- David Kowach
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 2,282 | 19,114,153 | 13F-HR | &PARTNERS |
| Q3 2025 | 11/14/2025 | 2,120 | 15,613,830 | 13F-HR | &PARTNERS |
| Q2 2025 | 8/14/2025 | 1,992 | 13,033,347 | 13F-HR | &PARTNERS |
| Q1 2025 | 5/15/2025 | 1,753 | 9,412,546 | 13F-HR | &PARTNERS |
| Q4 2024 | 2/14/2025 | 1,641 | 8,339,269 | 13F-HR | &PARTNERS |
| Q3 2024 | 11/14/2024 | 1,390 | 5,183,033 | 13F-HR | &PARTNERS |
| Q2 2024 | 7/24/2024 | 914 | 2,284,533 | 13F-HR | &PARTNERS |
| Q1 2024 | 4/11/2024 | 491 | 725,828 | 13F-HR | &PARTNERS |
| Q4 2023 | 1/9/2024 | 294 | 410,595 | 13F-HR | &PARTNERS |
| Q3 2023 | 10/6/2023 | 183 | 214,240 | 13F-HR | &PARTNERS |
| Q2 2023 | 7/5/2023 | 195 | 223,327 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q1 2023 | 4/6/2023 | 182 | 207,964 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q4 2022 | 1/10/2023 | 187 | 201,364 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q3 2022 | 10/11/2022 | 185 | 172,882 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q2 2022 | 7/6/2022 | 190 | 173,155 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q1 2022 | 4/26/2022 | 195 | 178,186 | 13F-HR/A - RESTATEMENT | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q1 2022 | 4/11/2022 | 176 | 138,819 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q4 2021 | 1/12/2022 | 180 | 165,868 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q3 2021 | 10/7/2021 | 180 | 157,296 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q2 2021 | 7/12/2021 | 179 | 154,518 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q1 2021 | 4/9/2021 | 156 | 137,434 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q4 2020 | 1/11/2021 | 143 | 119,031 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q3 2020 | 10/5/2020 | 132 | 98,365 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q2 2020 | 7/7/2020 | 128 | 82,789 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q1 2020 | 4/3/2020 | 144 | 64,264 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
| Q4 2019 | 1/10/2020 | 161 | 84,059 | 13F-HR | WILEY BROS.-AINTREE CAPITAL, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.67 M | 82.0% | 2.879 M | 0 | 2.879 M |
| ETFs | 3.185 M | 16.7% | 580.7 K | 0 | 580.7 K |
| Debt | 143.8 K | 0.8% | 33.35 K | 0 | 33.35 K |
| Other | 103 K | 0.5% | 898 | 0 | 898 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
19,114,153
Holdings
2282
QoQ value change ($000)
3,500,323
(22.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.