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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
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PKW INVESCO EXCHANGE TRADED FD T 16,080.0 $2.3M 1.33% +10K +158.7% $141.66 +7.9%
22 GTEK GOLDMAN SACHS ETF TR 35,805.0 $2.3M 1.31% NEW $62.88 -9.3%
23 WAGN PROFESIONALLY MANAGED PORTFO 163,315.0 $2.2M 1.31% NEW $13.76 +17.4%
24 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,681.0 $2.2M 1.30% NEW $477.57 -12.6%
25 TAN INVESCO EXCH TRADED FD TR II 37,637.0 $2.2M 1.30% +23K +161.5% $59.15 -17.8%
26 RSP INVESCO EXCHANGE TRADED FD T 10,419.0 $2.2M 1.29% +7K +171.5% $212.77 +3.7%
27 VUG VANGUARD INDEX FDS 18,268.0 $1.6M 0.92% +15K +498.0% $86.14 +2.8%
28 FEZ SPDR INDEX SHS FDS 21,430.0 $1.5M 0.86% -33K -60.9% $68.67 +3.9%
29 EFA ISHARES TR 13,977.0 $1.5M 0.85% $103.88 +3.7%
30 AVUV AMERICAN CENTY ETF TR 11,376.0 $1.4M 0.83% -57K -83.4% $124.76 +0.6%
31 PIZ INVESCO EXCH TRADED FD TR II 24,320.0 $1.4M 0.79% -51K -67.8% $55.90 -3.8%
32 VIOG VANGUARD ADMIRAL FDS INC 8,435.0 $1.3M 0.76% -42K -83.4% $153.42 -4.2%
33 AMZN AMAZON COM INC Consumer Cyclical 5,007.0 $1.2M 0.70% -377.0 -7.0% $238.34 +11.8%
34 GVAL CAMBRIA ETF TR 29,238.0 $1.1M 0.61% -138K -82.5% $36.02 +6.9%
35 APA APA CORPORATION Energy 28,852.0 $940K 0.55% -117K -80.3% $32.57 +30.6%
36 XSVM INVESCO EXCHANGE TRADED FD T 12,298.0 $856K 0.50% -39K -76.0% $69.59 +0.1%
37 FFTY CAPITAL-FORCE ETF TR 18,181.0 $792K 0.46% NEW $43.55 -16.0%
38 FTSM FIRST TR EXCHANGE-TRADED FD 13,148.0 $785K 0.46% +9K +206.8% $59.73 +0.3%
39 VNQ VANGUARD INDEX FDS 6,745.0 $650K 0.38% $96.43 +0.8%
40 PIE INVESCO EXCH TRADED FD TR II 18,387.0 $614K 0.36% -4K -17.1% $33.40 +1.9%
Page 2 of 3  ·  50 positions

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%