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Portfolio (Quarterly) Guide ↗

FIRETHORN WEALTH PARTNERS, LLC

· CIK 0001845743
13F Portfolio $267M AUM 190 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 190 New
Page 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACN ACCENTURE PLC IRELAND Technology 924.0 $248K 0.09% NEW $268.28 -33.7%
162 ITA ISHARES TR 1,116.0 $240K 0.09% NEW $214.69 +6.9%
163 QCOM QUALCOMM INC Technology 1,400.0 $239K 0.09% NEW $171.01 +44.3%
164 FE FIRSTENERGY CORP Utilities 5,342.0 $239K 0.09% NEW $44.77 +4.5%
165 ITOT ISHARES TR 1,598.0 $238K 0.09% NEW $148.70 +10.2%
166 OMFL INVESCO EXCH TRD SLF IDX FD 3,882.0 $237K 0.09% NEW $61.13 +12.1%
167 JPIE J P MORGAN EXCHANGE TRADED F 5,118.0 $237K 0.09% NEW $46.29 -0.7%
168 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 18,042.0 $232K 0.09% NEW $12.88 -14.5%
169 VSS VANGUARD INTL EQUITY INDEX F 1,603.0 $230K 0.09% NEW $143.31 +13.0%
170 DUSB DIMENSIONAL ETF TRUST 4,499.0 $228K 0.09% NEW $50.65 +0.2%
171 QQQ INVESCO QQQ TR Financial Services 366.0 $225K 0.08% NEW $614.96 +18.4%
172 STIP ISHARES TR 2,183.0 $224K 0.08% NEW $102.41 +1.0%
173 BLACKROCK ETF TRUST II 4,530.0 $221K 0.08% NEW $48.68
174 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 4,846.0 $220K 0.08% NEW $45.40 -8.5%
175 DX DYNEX CAP INC Real Estate 15,483.0 $217K 0.08% NEW $14.01 -7.7%
176 DIA SPDR DOW JONES INDL AVERAGE Financial Services 448.0 $216K 0.08% NEW $481.07 +4.8%
177 STWD STARWOOD PPTY TR INC Real Estate 11,961.0 $215K 0.08% NEW $18.01 -3.8%
178 CARY ANGEL OAK FUNDS TRUST 10,344.0 $215K 0.08% NEW $20.83 -0.1%
179 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,121.0 $214K 0.08% NEW $100.89 -1.6%
180 BX BLACKSTONE INC Financial Services 1,370.0 $211K 0.08% NEW $154.18 -23.6%
Page 9 of 10  ·  190 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 26.5%
Financial Services 23.9%
Consumer Cyclical 10.2%
Communication Services 9.7%
Industrials 9.6%
Consumer Defensive 5.5%
Utilities 5.3%
Healthcare 5.2%
Real Estate 2.4%
Energy 1.7%