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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 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JBBB JANUS DETROIT STR TR 69,032.0 $3.3M 1.05% +7K +10.9% $47.35 +0.2%
22 THRO BLACKROCK ETF TRUST 72,837.0 $3.1M 1.01% -15K -17.5% $43.11 +1.0%
23 EFV ISHARES TR 40,348.0 $3.1M 1.00% -24K -37.3% $76.55 +6.6%
24 DFIC DIMENSIONAL ETF TRUST 74,725.0 $2.8M 0.90% -1K -1.9% $37.26 +4.3%
25 BAI BLACKROCK ETF TRUST 52,277.0 $2.8M 0.89% -12K -18.2% $52.72 -17.9%
26 QUAL ISHARES TR 12,523.0 $2.7M 0.89% -10K -44.4% $219.44 +0.7%
27 MTUM ISHARES TR 7,871.0 $2.7M 0.87% +2K +36.1% $342.84 -13.5%
28 IUSB ISHARES TR 56,990.0 $2.6M 0.85% -4K -7.3% $46.15 -2.2%
29 NVDA NVIDIA CORPORATION Technology 12,858.0 $2.6M 0.83% +1K +8.6% $200.09 +8.7%
30 DUHP DIMENSIONAL ETF TRUST 55,780.0 $2.3M 0.75% -1K -2.3% $41.73 +0.4%
31 DFSV DIMENSIONAL ETF TRUST 58,501.0 $2.3M 0.73% -2K -2.7% $38.79 +1.9%
32 EFG ISHARES TR 17,347.0 $2.2M 0.70% +7K +70.3% $124.42 -1.7%
33 MODL VICTORY PORTFOLIOS II 40,583.0 $2.1M 0.67% +5K +13.4% $50.97 +2.9%
34 BLCR BLACKROCK ETF TRUST 39,753.0 $2.0M 0.65% +4K +10.0% $50.37 -3.0%
35 DFGP DIMENSIONAL ETF TRUST 34,710.0 $1.9M 0.61% +563.0 +1.6% $54.46 -2.5%
36 CAT CATERPILLAR INC Industrials 1,743.0 $1.9M 0.60% -560.0 -24.3% $1064.79 -26.8%
37 CSX CSX CORP Industrials 38,754.0 $1.8M 0.59% $47.53 +2.5%
38 SOFI SOFI TECHNOLOGIES INC Financial Services 100,977.0 $1.8M 0.58% -6K -5.4% $17.93 -4.9%
39 ACWX ISHARES TR 23,598.0 $1.8M 0.58% -8K -24.5% $76.11 +1.0%
40 AGOX STARBOARD INVT TR 51,768.0 $1.8M 0.58% +19K +58.9% $34.66 -4.1%
Page 2 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%