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Portfolio (Quarterly) Guide ↗

FIRETHORN WEALTH PARTNERS, LLC

· CIK 0001845743
13F Portfolio $310M AUM 201 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 80 Added 78 Reduced 13 Exited
Page 1 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JAAA JANUS DETROIT STR TR 604,676.0 $30.5M 9.84% +70K +13.0% $50.49 +0.1%
2 DFAC DIMENSIONAL ETF TRUST 439,450.0 $19.5M 6.29% +15K +3.5% $44.36 +2.3%
3 DFAU DIMENSIONAL ETF TRUST 251,920.0 $13.0M 4.20% +18K +7.6% $51.69 +2.3%
4 IVW ISHARES TR 83,749.0 $11.5M 3.71% +21K +32.7% $137.53 +1.0%
5 IVE ISHARES TR 43,904.0 $10.0M 3.21% +5K +14.2% $227.06 +4.2%
6 SPYM SPDR SERIES TRUST 103,875.0 $9.1M 2.94% +3K +3.4% $87.88 +2.5%
7 PWB INVESCO EXCHANGE TRADED FD T 28,889.0 $4.9M 1.57% +9K +41.7% $168.46 -9.3%
8 GOOGL ALPHABET INC Communication Services 13,141.0 $4.7M 1.51% +342.0 +2.7% $357.38 -5.5%
9 BLACKROCK ETF TRUST 118,678.0 $4.3M 1.40% +42K +55.0% $36.60
10 DFAI DIMENSIONAL ETF TRUST 100,839.0 $4.2M 1.34% +8K +9.2% $41.25 +3.9%
11 RWL INVESCO EXCH TRADED FD TR II 32,262.0 $4.1M 1.33% +12K +56.3% $127.76 +5.3%
12 PSQA PALMER SQUARE FUNDS TR 193,652.0 $4.0M 1.28% +9K +4.8% $20.46 +1.1%
13 MSFT MICROSOFT CORP Technology 10,363.0 $3.9M 1.25% +739.0 +7.7% $373.01 +33.2%
14 BERKSHIRE HATHAWAY INC DEL 6,814.0 $3.4M 1.10% +208.0 +3.1% $500.41
15 JBBB JANUS DETROIT STR TR 69,032.0 $3.3M 1.05% +7K +10.9% $47.35 +0.2%
16 MTUM ISHARES TR 7,871.0 $2.7M 0.87% +2K +36.1% $342.84 -13.8%
17 NVDA NVIDIA CORPORATION Technology 12,858.0 $2.6M 0.83% +1K +8.6% $200.09 +12.6%
18 EFG ISHARES TR 17,347.0 $2.2M 0.70% +7K +70.3% $124.42 -1.3%
19 MODL VICTORY PORTFOLIOS II 40,583.0 $2.1M 0.67% +5K +13.4% $50.97 +3.4%
20 BLCR BLACKROCK ETF TRUST 39,753.0 $2.0M 0.65% +4K +10.0% $50.37 -2.3%
Page 1 of 4  ·  80 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 29.3%
Financial Services 22.4%
Industrials 10.0%
Consumer Cyclical 9.9%
Communication Services 7.7%
Consumer Defensive 6.0%
Utilities 4.8%
Healthcare 4.4%
Real Estate 3.6%
Energy 1.7%