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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 10  ·  200 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 +2.4%
3 DFAU DIMENSIONAL ETF TRUST 251,920.0 $13.0M 4.20% +18K +7.6% $51.69 +2.4%
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 +4.3%
6 SPYM SPDR SERIES TRUST 103,875.0 $9.1M 2.94% +3K +3.4% $87.88 +2.5%
7 AAPL APPLE INC Technology 29,767.0 $8.6M 2.78% -244.0 -0.8% $289.36 +12.2%
8 DYNF BLACKROCK ETF TRUST 123,848.0 $8.4M 2.72% -12K -8.7% $68.01 +2.1%
9 IVV ISHARES TR 10,267.0 $7.7M 2.48% -137.0 -1.3% $748.87 +2.7%
10 PWB INVESCO EXCHANGE TRADED FD T 28,889.0 $4.9M 1.57% +9K +41.7% $168.46 -9.6%
11 GOOGL ALPHABET INC Communication Services 13,141.0 $4.7M 1.51% +342.0 +2.7% $357.38 -5.7%
12 AMZN AMAZON COM INC Consumer Cyclical 18,956.0 $4.5M 1.46% -2K -9.1% $238.34 +7.1%
13 BLACKROCK ETF TRUST 118,678.0 $4.3M 1.40% +42K +55.0% $36.60
14 IEMG ISHARES INC 51,945.0 $4.3M 1.39% $82.84 -1.5%
15 DFAI DIMENSIONAL ETF TRUST 100,839.0 $4.2M 1.34% +8K +9.2% $41.25 +3.8%
16 RWL INVESCO EXCH TRADED FD TR II 32,262.0 $4.1M 1.33% +12K +56.3% $127.76 +5.4%
17 PSQA PALMER SQUARE FUNDS TR 193,652.0 $4.0M 1.28% +9K +4.8% $20.46 +1.0%
18 MSFT MICROSOFT CORP Technology 10,363.0 $3.9M 1.25% +739.0 +7.7% $373.01 +33.6%
19 BERKSHIRE HATHAWAY INC DEL 6,814.0 $3.4M 1.10% +208.0 +3.1% $500.41
20 BBUS J P MORGAN EXCHANGE TRADED F 24,832.0 $3.3M 1.08% -2K -6.1% $134.72 +2.6%
Page 1 of 10  ·  200 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%