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Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $70M AUM 71 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 9 Added 39 Reduced 57 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WDC WESTERN DIGITAL CORP Technology 4,735.0 $3.0M 4.31% +3K +270.2% $638.72 -28.1%
2 MU MICRON TECHNOLOGY INC Technology 1,846.0 $2.1M 3.04% +1K +151.5% $1154.29 -16.2%
3 HYMB SPDR SERIES TRUST 66,625.0 $1.7M 2.42% +22K +49.2% $25.44 -2.5%
4 TIGO MILLICOM INTL CELLULAR S A Communication Services 15,659.0 $1.4M 2.03% +4K +32.8% $90.76 +3.2%
5 FTSM FIRST TR EXCHANGE-TRADED FD 10,755.0 $642K 0.92% +3K +34.9% $59.73 +0.2%
6 SHYD VANECK ETF TRUST 19,599.0 $449K 0.64% +5K +34.2% $22.90 -0.9%
7 BLUE OWL TECHNOLOGY FIN CORP 36,515.0 $378K 0.54% +25K +216.5% $10.35
8 EFAA INVESCO ACTIVELY MANAGED EXC 6,202.0 $346K 0.49% +1K +30.0% $55.76 +2.5%
9 XMPT VANECK ETF TRUST 11,665.0 $261K 0.37% +3K +27.3% $22.34 -3.9%

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 44.5%
Industrials 14.9%
Communication Services 12.2%
Consumer Cyclical 11.0%
Financial Services 7.6%
Healthcare 3.1%
Energy 2.6%
Consumer Defensive 2.3%
Basic Materials 1.9%