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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 5 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFCF DIMENSIONAL ETF TRUST 17,800.0 $751K 0.24% -824.0 -4.4% $42.21 -2.1%
82 BINC BLACKROCK ETF TRUST II 14,237.0 $745K 0.24% -6K -31.1% $52.34 -1.5%
83 CSCO CISCO SYS INC Technology 6,288.0 $739K 0.24% -467.0 -6.9% $117.46 -7.4%
84 DIHP DIMENSIONAL ETF TRUST 21,490.0 $733K 0.24% -606.0 -2.7% $34.13 +2.3%
85 DFGR DIMENSIONAL ETF TRUST 25,277.0 $732K 0.24% $28.97 -0.7%
86 IAU ISHARES GOLD TR Financial Services 9,519.0 $719K 0.23% -2K -18.6% $75.51 +8.9%
87 AGNC AGNC INVT CORP Real Estate 65,665.0 $716K 0.23% -8K -11.0% $10.90 -2.8%
88 SOXX ISHARES TR 1,100.0 $705K 0.23% NEW $640.81 -21.5%
89 ABBV ABBVIE INC Healthcare 2,795.0 $703K 0.23% +59.0 +2.2% $251.65 +2.8%
90 HD HOME DEPOT INC Consumer Cyclical 1,977.0 $697K 0.23% +145.0 +7.9% $352.76 -9.4%
91 BA BOEING CO Industrials 3,093.0 $669K 0.22% -242.0 -7.3% $216.44 -3.2%
92 DUK DUKE ENERGY CORP NEW Utilities 5,203.0 $659K 0.21% +33.0 +0.6% $126.58 -4.9%
93 PG PROCTER & GAMBLE CO Consumer Defensive 4,413.0 $647K 0.21% -65.0 -1.4% $146.62 +0.8%
94 XOM EXXON MOBIL CORP Energy 4,650.0 $636K 0.20% -863.0 -15.7% $136.71 +19.3%
95 VTI VANGUARD INDEX FDS 1,709.0 $632K 0.20% $370.09 +1.9%
96 CATH GLOBAL X FDS 7,114.0 $630K 0.20% -49.0 -0.7% $88.50 +3.3%
97 IAGG ISHARES TR 12,251.0 $620K 0.20% -12K -50.1% $50.60 -2.0%
98 V VISA INC Financial Services 1,800.0 $618K 0.20% +325.0 +22.0% $343.12 +10.6%
99 LMUB ISHARES TR 11,763.0 $603K 0.19% +5K +67.7% $51.22 -4.9%
100 TLH ISHARES TR 5,990.0 $601K 0.19% -3K -35.9% $100.34 -4.1%
Page 5 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%