Portfolio (Quarterly) Guide ↗

Schorn Wealth LLC

· CIK 0001792851

13F Portfolio $382M AUM 80 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 9 New 20 Added 20 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	7,458	$1.3M	0.38%	SOLD
2	HON	HONEYWELL INTL INC	Industrials	1,326	$300K	0.09%	SOLD
3	IJR	ISHARES TR	—	2,054	$255K	0.08%	SOLD
4	PFE	PFIZER INC	Healthcare	7,433	$209K	0.06%	SOLD
5	IWM	ISHARES TR	—	822	$204K	0.06%	SOLD

Sector Allocation

Technology 42.5%

Financial Services 16.5%

Consumer Cyclical 16.2%

Communication Services 9.9%

Industrials 5.5%

Healthcare 2.9%

Utilities 2.7%

Basic Materials 2.1%

Energy 1.8%