0002019946-25-000006.txt : 20251027 0002019946-25-000006.hdr.sgml : 20251027 20251024184544 ACCESSION NUMBER: 0002019946-25-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250930 FILED AS OF DATE: 20251027 DATE AS OF CHANGE: 20251024 EFFECTIVENESS DATE: 20251027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mowery & Schoenfeld Wealth Management, LLC CENTRAL INDEX KEY: 0002019946 ORGANIZATION NAME: EIN: 364237885 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24151 FILM NUMBER: 251417167 BUSINESS ADDRESS: STREET 1: 475 HALF DAY ROAD STREET 2: SUITE 500 CITY: LINCOLNSHIRE STATE: IL ZIP: 60069 BUSINESS PHONE: 847-247-8959 MAIL ADDRESS: STREET 1: 475 HALF DAY ROAD STREET 2: SUITE 500 CITY: LINCOLNSHIRE STATE: IL ZIP: 60069 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002019946 XXXXXXXX 09-30-2025 09-30-2025 Mowery & Schoenfeld Wealth Management, LLC

475 HALF DAY ROAD SUITE 500 LINCOLNSHIRE IL 60069

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TRI POINTE HOMES INC COM 87265H109 20382 600 SH SOLE 0 0 600 TRUIST FINL CORP COM 89832Q109 10311 226 SH SOLE 0 0 226 TWO HBRS INVT CORP COM 90187B804 24675 2500 SH SOLE 0 0 2500 TYLER TECHNOLOGIES INC COM 902252105 221297 423 SH SOLE 390 0 33 UL SOLUTIONS INC CLASS A COM SHS 903731107 7086 100 SH SOLE 100 0 0 UNION PAC CORP COM 907818108 94548 400 SH SOLE 146 0 254 UNITED AIRLS HLDGS INC COM 910047109 5115 53 SH SOLE 0 0 53 UNITED RENTALS INC COM 911363109 958 1 SH SOLE 0 0 1 UNITEDHEALTH GROUP INC COM 91324P102 101864 295 SH SOLE 176 0 119 UNIVERSAL CORP VA COM 913456109 671 12 SH SOLE 12 0 0 US BANCORP DEL COM NEW 902973304 15477 320 SH SOLE 0 0 320 VALERO ENERGY CORP COM 91913Y100 44482 261 SH SOLE 0 0 261 VANECK ETF TRUST PHARMACEUTCL ETF 92189F692 1137 13 SH SOLE 0 0 13 VANECK ETF TRUST URANIUM AND NUCL 92189F601 2294 17 SH SOLE 0 0 17 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 1242 3 SH SOLE 0 0 3 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 139 1 SH SOLE 0 0 1 VANGUARD INDEX FDS GROWTH ETF 922908736 35492 74 SH SOLE 74 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 42026 69 SH SOLE 66 0 3 VANGUARD INDEX FDS SM CP VAL ETF 922908611 176152 844 SH SOLE 844 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 137501 462 SH SOLE 462 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 184432 562 SH SOLE 562 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 2213 31 SH SOLE 0 0 31 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 35759 660 SH SOLE 660 0 0 VEEVA SYS INC CL A COM 922475108 23833 80 SH SOLE 0 0 80 VENTAS INC COM 92276F100 4021 57 SH SOLE 0 0 57 VERISK ANALYTICS INC COM 92345Y106 1258 5 SH SOLE 0 0 5 VERTEX PHARMACEUTICALS INC COM 92532F100 1567 4 SH SOLE 0 0 4 VISA INC COM CL A 92826C839 1133963 3322 SH SOLE 290 0 3032 VULCAN MATLS CO COM 929160109 52911 172 SH SOLE 154 0 18 WALMART INC COM 931142103 1392051 13507 SH SOLE 8373 0 5134 WARNER BROS DISCOVERY INC COM SER A 934423104 5527 283 SH SOLE 0 0 283 WASTE MGMT INC DEL COM 94106L109 38867 176 SH SOLE 132 0 44 WATERS CORP COM 941848103 2699 9 SH SOLE 0 0 9 WEC ENERGY GROUP INC COM 92939U106 244421 2133 SH SOLE 2133 0 0 WELLS FARGO CO NEW COM 949746101 101271 1208 SH SOLE 0 0 1208 WELLTOWER INC COM 95040Q104 13005 73 SH SOLE 0 0 73 WESTERN DIGITAL CORP COM 958102105 5283 44 SH SOLE 0 0 44 WILLIAMS COS INC COM 969457100 123026 1942 SH SOLE 1373 0 569 YUM BRANDS INC COM 988498101 7448 49 SH SOLE 0 0 49 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 20507 1513 SH SOLE 0 0 1513 ZIONS BANCORPORATION N A COM 989701107 1426 25 SH SOLE 0 0 25 ZOETIS INC CL A 98978V103 17559 120 SH SOLE 35 0 85