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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
Page 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYLS FIRST TR EXCHANGE-TRADED FD 27,877.0 $1.1M 1.62% -2K -7.2% $40.65 -0.2%
22 CIEN CIENA CORP Technology 2,133.0 $1.0M 1.49% NEW $490.56 -19.3%
23 QQQ INVESCO QQQ TR Financial Services 1,413.0 $1.0M 1.48% -249.0 -15.0% $736.40 -3.1%
24 WMT WALMART INC Consumer Defensive 9,011.0 $1.0M 1.46% -8K -48.3% $113.26 -8.4%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 8,567.0 $1000K 1.43% -8K -47.1% $116.67 +54.2%
26 FPEI FIRST TR EXCH TRADED FD III 51,083.0 $985K 1.41% -14K -21.6% $19.29 -1.3%
27 PL PLANET LABS PBC Industrials 28,097.0 $931K 1.33% NEW $33.13 -32.7%
28 JPM JPMORGAN CHASE & CO Financial Services 2,838.0 $929K 1.32% -3K -51.6% $327.33 +7.4%
29 SPACE EXPLORATION TECHN CORP 4,865.0 $831K 1.19% NEW $170.86
30 SHM SPDR SERIES TRUST 16,117.0 $773K 1.10% -1K -6.9% $47.97 -0.4%
31 VSAT VIASAT INC Technology 7,663.0 $688K 0.98% NEW $89.81 -16.8%
32 FTSM FIRST TR EXCHANGE-TRADED FD 10,755.0 $642K 0.92% +3K +34.9% $59.73 +0.2%
33 FMB FIRST TR EXCH TRADED FD III 11,435.0 $587K 0.84% -3K -19.7% $51.37 -2.3%
34 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,712.0 $571K 0.81% NEW $333.33 -22.5%
35 ACMR ACM RESH INC Technology 4,476.0 $568K 0.81% NEW $126.89 -37.4%
36 ASX ASE TECHNOLOGY HLDG CO LTD Technology 12,206.0 $551K 0.79% NEW $45.12 -19.1%
37 GLD SPDR GOLD TR Financial Services 1,432.0 $528K 0.75% -2K -51.8% $368.38 +14.9%
38 KGC KINROSS GOLD CORP Basic Materials 22,044.0 $521K 0.74% -54K -71.0% $23.62 +38.7%
39 UMC UNITED MICROELECTRONICS CORP Technology 18,656.0 $508K 0.72% NEW $27.21 -32.6%
40 ESE ESCO TECHNOLOGIES INC Technology 1,413.0 $495K 0.71% NEW $350.04 -17.9%
Page 2 of 4  ·  71 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 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%