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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
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 11,938.0 $3.5M 0.90% $289.36 +8.7%
22 TSLA TESLA INC Consumer Cyclical 7,536.0 $3.2M 0.83% $420.60 -15.6%
23 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%
24 GOOGL ALPHABET INC Communication Services 7,401.0 $2.6M 0.69% -68.0 -0.9% $357.35 -4.7%
25 MSFT MICROSOFT CORP Technology 6,829.0 $2.5M 0.67% +408.0 +6.3% $373.01 +35.4%
26 XLC SELECT SECTOR SPDR TR 19,934.0 $2.1M 0.56% +1K +6.5% $107.13 +4.0%
27 META META PLATFORMS INC Communication Services 3,306.0 $1.9M 0.49% $563.28 +1.4%
28 QLC FLEXSHARES TR 19,674.0 $1.8M 0.46% -85K -81.3% $89.87 +3.6%
29 MU MICRON TECHNOLOGY INC Technology 1,459.0 $1.7M 0.44% -329.0 -18.4% $1154.47 -19.0%
30 MOAT VANECK ETF TRUST 15,616.0 $1.6M 0.42% -597.0 -3.7% $103.96 +10.8%
31 JPM JPMORGAN CHASE & CO Financial Services 4,733.0 $1.5M 0.41% $327.32 +8.2%
32 ACIO ETF SER SOLUTIONS 28,565.0 $1.3M 0.34% $46.14 +2.2%
33 SHOP SHOPIFY INC Technology 10,227.0 $1.2M 0.30% +440.0 +4.5% $114.18 +35.2%
34 OUSM ALPS ETF TR 24,046.0 $1.1M 0.30% -928.0 -3.7% $47.52 +4.2%
35 SPYM SPDR SERIES TRUST 12,075.0 $1.1M 0.28% $87.88 +3.3%
36 EXXON MOBIL CORP 7,461.0 $1.0M 0.27% NEW $136.72
37 HOOD ROBINHOOD MKTS INC Financial Services 10,024.0 $1.0M 0.26% $100.28 +9.5%
38 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 12,042.0 $977K 0.26% $81.16 -9.6%
39 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,209.0 $941K 0.25% $293.18 +4.2%
40 IGRO ISHARES TR 10,628.0 $935K 0.24% $87.93 +5.4%
Page 2 of 4  ·  80 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
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%