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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 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFGP DIMENSIONAL ETF TRUST 34,710.0 $1.9M 0.61% +563.0 +1.6% $54.46 -2.3%
22 AGOX STARBOARD INVT TR 51,768.0 $1.8M 0.58% +19K +58.9% $34.66 -2.4%
23 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 216,600.0 $1.7M 0.55% +101K +87.4% $7.90 -10.1%
24 XBI SPDR SERIES TRUST 10,207.0 $1.6M 0.52% +89.0 +0.9% $158.26 +3.9%
25 IYW ISHARES TR 6,386.0 $1.6M 0.52% +1K +24.4% $252.25 +0.1%
26 SHLD GLOBAL X FDS 26,557.0 $1.6M 0.51% +7K +32.8% $59.71 +6.8%
27 AVGO BROADCOM INC Technology 4,163.0 $1.6M 0.51% +235.0 +6.0% $377.79 -5.5%
28 JPM JPMORGAN CHASE & CO Financial Services 4,716.0 $1.5M 0.50% +547.0 +13.1% $327.36 +10.6%
29 DFSD DIMENSIONAL ETF TRUST 31,535.0 $1.5M 0.48% +787.0 +2.6% $47.75 -1.1%
30 WMT WALMART INC Consumer Defensive 11,441.0 $1.3M 0.42% +228.0 +2.0% $113.26 -4.3%
31 AFL AFLAC INC Financial Services 9,566.0 $1.1M 0.36% +191.0 +2.0% $117.25 +0.9%
32 VTEB VANGUARD MUN BD FDS 20,949.0 $1.1M 0.34% +2K +9.4% $50.58 -3.4%
33 DCOR DIMENSIONAL ETF TRUST 12,445.0 $1.0M 0.33% +94.0 +0.8% $81.98 +3.7%
34 BAC BANK OF AMER CORP Financial Services 17,384.0 $991K 0.32% +364.0 +2.1% $56.98 +10.6%
35 META META PLATFORMS INC Communication Services 1,598.0 $900K 0.29% +18.0 +1.1% $563.33 +8.4%
36 RTX RTX CORPORATION Industrials 4,698.0 $891K 0.29% +268.0 +6.0% $189.71 +6.5%
37 CB CHUBB LIMITED Financial Services 2,434.0 $829K 0.27% +132.0 +5.7% $340.77 +2.2%
38 PRFZ INVESCO EXCHANGE TRADED FD T 14,866.0 $829K 0.27% +3K +28.4% $55.77 -1.9%
39 ABBV ABBVIE INC Healthcare 2,795.0 $703K 0.23% +59.0 +2.2% $251.65 +3.4%
40 HD HOME DEPOT INC Consumer Cyclical 1,977.0 $697K 0.23% +145.0 +7.9% $352.76 -9.8%
Page 2 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%