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Portfolio (Quarterly) Guide ↗

Del-Sette Capital Management, LLC

· CIK 0001610580
13F Portfolio $171M AUM 50 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 17 Added 19 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BEN FRANKLIN RESOURCES INC Financial Services 212,289.0 $7.1M 4.12% NEW $33.27 +4.1%
2 KIM KIMCO REALTY CORP Real Estate 234,283.0 $5.9M 3.47% NEW $25.35 -6.2%
3 BERKSHIRE HATHAWAY INC DEL 5,132.0 $2.6M 1.50% NEW $500.39
4 GTEK GOLDMAN SACHS ETF TR 35,805.0 $2.3M 1.31% NEW $62.88 -9.3%
5 WAGN PROFESIONALLY MANAGED PORTFO 163,315.0 $2.2M 1.31% NEW $13.76 +17.4%
6 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,681.0 $2.2M 1.30% NEW $477.57 -12.6%
7 FFTY CAPITAL-FORCE ETF TR 18,181.0 $792K 0.46% NEW $43.55 -16.0%
8 DFEV DIMENSIONAL ETF TRUST 4,843.0 $207K 0.12% NEW $42.64 -0.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.1%
Real Estate 28.3%
Technology 20.2%
Consumer Cyclical 15.9%
Energy 2.9%
Communication Services 1.8%
Consumer Defensive 0.9%