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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $181M AUM 983 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New 169 Added 98 Reduced 52 Exited
Page 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EEM ISHARES TR 822.0 $47K 0.03% +602.0 +273.6% $56.79 +20.4%
102 DIA STATE STR SPDR DOW JONES IND Financial Services 91.0 $42K 0.02% +50.0 +122.0% $463.20 +9.4%
103 F FORD MTR CO Consumer Cyclical 3,371.0 $39K 0.02% +495.0 +17.2% $11.54 +37.6%
104 FALN ISHARES TR 1,417.0 $38K 0.02% +13.0 +0.9% $26.71 +1.4%
105 MPLX MPLX LP Energy 659.0 $38K 0.02% +342.0 +107.9% $57.07 -2.4%
106 STRL STERLING INFRASTRUCTURE INC Industrials 90.0 $37K 0.02% +22.0 +32.4% $407.28 +92.1%
107 VTEB VANGUARD MUN BD FDS 707.0 $35K 0.02% +5.0 +0.7% $49.90 +0.6%
108 ARCC ARES CAPITAL CORP Financial Services 1,954.0 $35K 0.02% +51.0 +2.7% $18.02 +4.7%
109 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 2,975.0 $31K 0.02% +2K +325.0% $10.40 +3.2%
110 TWLO TWILIO INC Communication Services 243.0 $31K 0.02% +10.0 +4.3% $125.82 +44.3%
111 VICI VICI PPTYS INC Real Estate 1,101.0 $30K 0.02% +540.0 +96.3% $27.32 +4.9%
112 APOS APOLLO GLOBAL MGMT INC Financial Services 262.0 $29K 0.02% +5.0 +1.9% $111.42 -76.4%
113 GSHD GOOSEHEAD INS INC Financial Services 611.0 $26K 0.01% +29.0 +5.0% $42.66 -11.7%
114 CMI CUMMINS INC Industrials 48.0 $26K 0.01% +12.0 +33.3% $538.02 +24.1%
115 MSC INCOME FUND INC 2,076.0 $25K 0.01% +693.0 +50.1% $12.18
116 AHRT AH RLTY TR INC Financial Services 4,538.0 $25K 0.01% +4K +353.8% $5.50 +24.1%
117 GPIX GOLDMAN SACHS ETF TR 496.0 $25K 0.01% +5.0 +1.0% $50.09 +11.3%
118 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 735.0 $24K 0.01% +38.0 +5.5% $32.01 +2.2%
119 DTE DTE ENERGY CO Utilities 157.0 $23K 0.01% +63.0 +67.0% $146.22 -0.6%
120 OHI OMEGA HEALTHCARE INVS INC Real Estate 460.0 $20K 0.01% +90.0 +24.3% $43.82 +8.9%
Page 6 of 9  ·  169 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 29.4%
Financial Services 20.9%
Healthcare 14.7%
Industrials 8.6%
Consumer Defensive 8.1%
Consumer Cyclical 6.2%
Communication Services 4.2%
Real Estate 2.8%
Utilities 2.8%
Energy 1.9%