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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 Chg Shares Chg % Period Price ① Since Period ①
1 FFEB FIRST TR EXCHNG TRADED FD VI 497,888.0 $30.4M 7.94% -6K -1.2% $60.98 +2.5%
2 SMH VANECK ETF TRUST 42,107.0 $27.6M 7.22% -751.0 -1.8% $655.89 -12.6%
3 AMZN AMAZON COM INC Consumer Cyclical 16,017.0 $3.8M 1.00% -103.0 -0.6% $238.34 +7.5%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,878.0 $2.9M 0.76% -5K -54.8% $746.76 +3.3%
5 GOOGL ALPHABET INC Communication Services 7,401.0 $2.6M 0.69% -68.0 -0.9% $357.35 -4.7%
6 QLC FLEXSHARES TR 19,674.0 $1.8M 0.46% -85K -81.3% $89.87 +3.6%
7 MU MICRON TECHNOLOGY INC Technology 1,459.0 $1.7M 0.44% -329.0 -18.4% $1154.47 -19.0%
8 MOAT VANECK ETF TRUST 15,616.0 $1.6M 0.42% -597.0 -3.7% $103.96 +10.8%
9 OUSM ALPS ETF TR 24,046.0 $1.1M 0.30% -928.0 -3.7% $47.52 +4.2%
10 DBEU DBX ETF TR 16,028.0 $865K 0.23% -2K -10.6% $53.96 +1.6%
11 URA GLOBAL X FDS 19,024.0 $831K 0.22% -2K -9.0% $43.70 +10.7%
12 BRNY EA SERIES TRUST 13,495.0 $785K 0.20% -598.0 -4.2% $58.20 +2.2%
13 IYW ISHARES TR 2,866.0 $723K 0.19% -818.0 -22.2% $252.23 +0.6%
14 IXC ISHARES TR 12,245.0 $602K 0.16% -269.0 -2.1% $49.13 +16.0%
15 EOSE EOS ENERGY ENTERPRISES INC Industrials 100,077.0 $588K 0.15% -10K -8.8% $5.88 -41.8%
16 CRWD CROWDSTRIKE HLDGS INC Technology 714.0 $545K 0.14% -87.0 -10.9% $190.79 +19.5%
17 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,287.0 $495K 0.13% -411.0 -15.2% $216.60 -7.6%
18 JNJ JOHNSON & JOHNSON Healthcare 1,304.0 $331K 0.09% -3K -71.0% $253.94 +4.7%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 835.0 $235K 0.06% -100.0 -10.7% $281.21 -15.1%
20 XLV SELECT SECTOR SPDR TR 1,309.0 $208K 0.05% -90.0 -6.4% $158.66 +8.2%

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
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%