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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $183M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 945 New
Page 1 of 48  ·  945 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 42,056.0 $7.8M 4.29% NEW $186.50 +15.2%
2 MSFT MICROSOFT CORP Technology 12,262.0 $5.9M 3.25% NEW $483.61 -14.0%
3 AVGO BROADCOM INC Technology 15,581.0 $5.4M 2.95% NEW $346.10 +21.9%
4 V VISA INC Financial Services 13,055.0 $4.6M 2.51% NEW $350.72 -6.9%
5 IJR ISHARES TR 37,487.0 $4.5M 2.47% NEW $120.18 +16.1%
6 ABBV ABBVIE INC Healthcare 17,985.0 $4.1M 2.25% NEW $228.48 -6.7%
7 AAPL APPLE INC Technology 15,086.0 $4.1M 2.25% NEW $271.86 +13.4%
8 VNQ VANGUARD INDEX FDS 45,590.0 $4.0M 2.21% NEW $88.49 +9.8%
9 AXP AMERICAN EXPRESS CO Financial Services 9,906.0 $3.7M 2.01% NEW $369.94 -16.0%
10 AMZN AMAZON COM INC Consumer Cyclical 14,789.0 $3.4M 1.87% NEW $230.82 +14.9%
11 MU MICRON TECHNOLOGY INC Technology 11,876.0 $3.4M 1.86% NEW $285.41 +213.9%
12 JPM JPMORGAN CHASE & CO. Financial Services 10,499.0 $3.4M 1.85% NEW $322.23 -4.8%
13 AMGN AMGEN INC Healthcare 10,263.0 $3.4M 1.84% NEW $327.30 +2.6%
14 CSCO CISCO SYS INC Technology 42,987.0 $3.3M 1.81% NEW $77.03 +53.6%
15 RTX RTX CORPORATION Industrials 17,976.0 $3.3M 1.80% NEW $183.40 -2.4%
16 DVY ISHARES TR 22,773.0 $3.2M 1.76% NEW $141.14 +10.0%
17 VOO VANGUARD INDEX FDS 4,552.0 $2.9M 1.56% NEW $627.08 +10.0%
18 WMT WALMART INC Consumer Defensive 24,762.0 $2.8M 1.51% NEW $111.41 +6.4%
19 MS MORGAN STANLEY Financial Services 15,365.0 $2.7M 1.49% NEW $177.53 +13.6%
20 HBAN HUNTINGTON BANCSHARES INC Financial Services 151,236.0 $2.6M 1.44% NEW $17.35 -7.4%
Page 1 of 48  ·  945 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 32.0%
Financial Services 20.9%
Healthcare 14.0%
Industrials 8.2%
Consumer Defensive 6.9%
Consumer Cyclical 6.5%
Communication Services 5.0%
Utilities 2.6%
Real Estate 2.1%
Energy 1.3%