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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG ISHARES TR 3,902.0 $386K 0.12% -991.0 -20.2% $98.98 -2.0%
62 GS GOLDMAN SACHS GROUP INC Financial Services 373.0 $377K 0.12% -5.0 -1.3% $1010.14 +2.8%
63 UBER UBER TECHNOLOGIES INC Technology 4,619.0 $333K 0.11% -2K -33.5% $72.16 +5.3%
64 JGLO J P MORGAN EXCHANGE TRADED F 4,556.0 $324K 0.10% -3K -41.8% $71.22 +3.9%
65 BN BROOKFIELD CORP Financial Services 7,521.0 $320K 0.10% -169.0 -2.2% $42.59 -5.1%
66 JEMA J P MORGAN EXCHANGE TRADED F 4,857.0 $310K 0.10% -538.0 -10.0% $63.88 -1.8%
67 EMGF ISHARES INC 4,117.0 $302K 0.10% -183.0 -4.3% $73.26 -1.1%
68 MINT PIMCO ETF TR 2,907.0 $293K 0.09% -2K -41.1% $100.81 -0.3%
69 ITOT ISHARES TR 1,683.0 $277K 0.09% -13.0 -0.8% $164.30 +3.0%
70 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,294.0 $275K 0.09% -152.0 -3.4% $64.01 +8.9%
71 STE STERIS PLC Healthcare 1,244.0 $262K 0.08% -12.0 -1.0% $210.59 +7.7%
72 DUSB DIMENSIONAL ETF TRUST 4,884.0 $248K 0.08% -95.0 -1.9% $50.78 -0.1%
73 F FORD MTR CO Consumer Cyclical 17,250.0 $240K 0.08% -3K -14.9% $13.90 +3.7%
74 XLG INVESCO EXCHANGE TRADED FD T 3,803.0 $233K 0.07% -2K -39.2% $61.24 +3.4%
75 OMFL INVESCO EXCH TRD SLF IDX FD 3,377.0 $231K 0.07% -311.0 -8.4% $68.54 +3.5%
76 ICVT ISHARES TR 1,772.0 $216K 0.07% -2K -47.4% $121.75 -6.3%
77 UYLD ANGEL OAK FUNDS TRUST 3,989.0 $203K 0.07% -3K -40.6% $51.00 +0.0%
78 STWD STARWOOD PPTY TR INC Real Estate 11,836.0 $194K 0.06% -463.0 -3.8% $16.38 -3.0%
Page 4 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%