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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 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 99,438.0 $5.0M 7.15% -32K -24.6% $50.39 +3.2%
2 AAPL APPLE INC Technology 12,140.0 $3.5M 5.01% -12K -49.9% $289.36 +6.9%
3 SMMD ISHARES TR 34,051.0 $3.1M 4.45% -17K -33.5% $91.63 +0.3%
4 WDC WESTERN DIGITAL CORP Technology 4,735.0 $3.0M 4.31% +3K +270.2% $638.72 -28.1%
5 GOOGL ALPHABET INC Communication Services 7,455.0 $2.7M 3.80% -10K -56.0% $357.37 -3.5%
6 TSLA TESLA INC Consumer Cyclical 6,189.0 $2.6M 3.71% -4K -41.0% $420.60 -13.7%
7 BE BLOOM ENERGY CORP Industrials 8,166.0 $2.5M 3.53% NEW $302.70 -33.4%
8 NVDA NVIDIA CORPORATION Technology 11,218.0 $2.2M 3.20% -28K -71.2% $200.09 +7.3%
9 MU MICRON TECHNOLOGY INC Technology 1,846.0 $2.1M 3.04% +1K +151.5% $1154.29 -16.2%
10 FV FIRST TR EXCHANGE TRADED FD 27,794.0 $2.1M 3.01% -10K -26.5% $75.88 -2.5%
11 AMZN AMAZON COM INC Consumer Cyclical 7,533.0 $1.8M 2.56% -9K -55.3% $238.34 +8.5%
12 HYMB SPDR SERIES TRUST 66,625.0 $1.7M 2.42% +22K +49.2% $25.44 -2.5%
13 HWM HOWMET AEROSPACE INC Industrials 5,532.0 $1.5M 2.12% -6K -52.5% $268.86 +1.0%
14 MSFT MICROSOFT CORP Technology 3,860.0 $1.4M 2.05% -6K -59.2% $373.02 +29.5%
15 TIGO MILLICOM INTL CELLULAR S A Communication Services 15,659.0 $1.4M 2.03% +4K +32.8% $90.76 +3.2%
16 SPMO INVESCO EXCH TRADED FD TR II 8,688.0 $1.4M 2.00% -3K -27.8% $161.54 -7.9%
17 META META PLATFORMS INC Communication Services 2,258.0 $1.3M 1.81% -4K -63.0% $563.29 -2.4%
18 JEPQ J P MORGAN EXCHANGE TRADED F 20,645.0 $1.3M 1.81% -10K -32.7% $61.46 -2.6%
19 USMV ISHARES TR 13,081.0 $1.3M 1.80% NEW $96.46 +4.9%
20 CW CURTISS WRIGHT CORP Industrials 1,661.0 $1.3M 1.79% NEW $757.76 -16.2%
Page 1 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%