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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 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RYLD GLOBAL X FDS 30,279.0 $484K 0.69% -2K -7.1% $15.99 +2.8%
42 COP CONOCOPHILLIPS Energy 4,622.0 $481K 0.69% -538.0 -10.4% $103.96 +29.7%
43 JEPI J P MORGAN EXCHANGE TRADED F 8,459.0 $478K 0.68% -22K -71.8% $56.48 +2.5%
44 SJNK SPDR SERIES TRUST 19,084.0 $478K 0.68% -2K -9.2% $25.03 -0.6%
45 GOOG ALPHABET INC 1,320.0 $466K 0.67% -30.0 -2.2% $353.33
46 IONQ IONQ INC Technology 8,454.0 $450K 0.64% NEW $53.26 -15.8%
47 SHYD VANECK ETF TRUST 19,599.0 $449K 0.64% +5K +34.2% $22.90 -0.9%
48 SRRK SCHOLAR ROCK HLDG CORP Healthcare 8,116.0 $446K 0.64% NEW $55.00 +2.7%
49 FPE FIRST TR EXCH TRADED FD III 23,840.0 $426K 0.61% -3K -11.7% $17.88 -1.2%
50 UBSI UNITED BANKSHARES INC WEST V Financial Services 9,273.0 $425K 0.61% NEW $45.83 +4.3%
51 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 13,809.0 $417K 0.59% NEW $30.18 -1.4%
52 ABVX ABIVAX SA Healthcare 3,107.0 $414K 0.59% -2K -43.8% $133.26 -13.7%
53 CB CHUBB LIMITED Financial Services 1,174.0 $400K 0.57% -651.0 -35.7% $340.74 +0.1%
54 MSM MSC INDL DIRECT INC Industrials 3,274.0 $389K 0.56% NEW $118.95 +0.7%
55 AVGO BROADCOM INC Technology 1,013.0 $383K 0.55% -3K -75.9% $377.75 -2.5%
56 AMD ADVANCED MICRO DEVICES INC Technology 653.0 $379K 0.54% -1K -65.3% $580.91 -18.5%
57 BLUE OWL TECHNOLOGY FIN CORP 36,515.0 $378K 0.54% +25K +216.5% $10.35
58 HYGW ISHARES TR 12,910.0 $376K 0.54% -6K -30.9% $29.10 -0.6%
59 KGS KODIAK GAS SVCS INC Energy 4,958.0 $372K 0.53% NEW $75.13 -18.2%
60 AVT AVNET INC Technology 4,029.0 $358K 0.51% NEW $88.82 -0.2%
Page 3 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%