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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  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DELL DELL TECHNOLOGIES INC Technology 3,103.0 $1.3M 0.43% -185.0 -5.6% $431.50 +19.4%
22 SO SOUTHERN CO Utilities 13,420.0 $1.3M 0.41% -440.0 -3.2% $95.71 -7.3%
23 SPMO INVESCO EXCH TRADED FD TR II 7,858.0 $1.3M 0.41% -7K -47.1% $161.54 -8.7%
24 JNJ JOHNSON & JOHNSON Healthcare 4,748.0 $1.2M 0.39% -837.0 -15.0% $253.98 +9.6%
25 TSLA TESLA INC Consumer Cyclical 2,819.0 $1.2M 0.38% -84.0 -2.9% $420.67 -10.5%
26 DFEM DIMENSIONAL ETF TRUST 27,775.0 $1.1M 0.36% -776.0 -2.7% $40.64 -0.5%
27 IVLU ISHARES TR 24,959.0 $1.0M 0.34% -1K -5.2% $41.82 +7.7%
28 IMFL INVESCO EXCH TRD SLF IDX FD 30,284.0 $1.0M 0.34% -20K -40.0% $34.34 +2.0%
29 IWB ISHARES TR 2,470.0 $1.0M 0.33% -155.0 -5.9% $409.50 +3.3%
30 GOVT ISHARES TR 42,483.0 $968K 0.31% -5K -10.6% $22.78 -1.9%
31 JIRE J P MORGAN EXCHANGE TRADED F 11,107.0 $916K 0.29% -649.0 -5.5% $82.49 +3.3%
32 MBB ISHARES TR 9,621.0 $909K 0.29% -3K -24.6% $94.52 -2.0%
33 AVEM AMERICAN CENTY ETF TR 8,234.0 $794K 0.26% -11K -56.3% $96.49 -1.2%
34 DISV DIMENSIONAL ETF TRUST 19,364.0 $777K 0.25% -714.0 -3.6% $40.13 +12.0%
35 DFCF DIMENSIONAL ETF TRUST 17,800.0 $751K 0.24% -824.0 -4.4% $42.21 -1.9%
36 BINC BLACKROCK ETF TRUST II 14,237.0 $745K 0.24% -6K -31.1% $52.34 -1.3%
37 CSCO CISCO SYS INC Technology 6,288.0 $739K 0.24% -467.0 -6.9% $117.46 -7.5%
38 DIHP DIMENSIONAL ETF TRUST 21,490.0 $733K 0.24% -606.0 -2.7% $34.13 +3.4%
39 IAU ISHARES GOLD TR Financial Services 9,519.0 $719K 0.23% -2K -18.6% $75.51 +11.4%
40 AGNC AGNC INVT CORP Real Estate 65,665.0 $716K 0.23% -8K -11.0% $10.90 -2.2%
Page 2 of 4  ·  78 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%