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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EIX EDISON INTL Utilities 7,893.0 $588K 0.19% -3K -24.7% $74.45 -26.3%
102 XLK SELECT SECTOR SPDR TR 3,062.0 $583K 0.19% +159.0 +5.5% $190.53 -3.7%
103 CVX CHEVRON CORPORATION Energy 3,499.0 $580K 0.19% +123.0 +3.6% $165.74 +27.9%
104 SHOP SHOPIFY INC Technology 5,060.0 $578K 0.19% +1K +32.8% $114.18 +22.5%
105 MUB ISHARES TR 5,334.0 $574K 0.18% -159.0 -2.9% $107.62 -3.1%
106 MA MASTERCARD INCORPORATED Financial Services 1,110.0 $570K 0.18% +206.0 +22.8% $513.69 +14.6%
107 DFIP DIMENSIONAL ETF TRUST 13,665.0 $564K 0.18% -189.0 -1.4% $41.25 -2.6%
108 KO COCA COLA CO Consumer Defensive 6,892.0 $560K 0.18% +143.0 +2.1% $81.27 +9.2%
109 ETN EATON CORP PLC Industrials 1,300.0 $554K 0.18% $426.23 -8.1%
110 LOW LOWES COS INC Consumer Cyclical 2,470.0 $545K 0.18% +25.0 +1.0% $220.51 -8.7%
111 PM PHILIP MORRIS INTL INC Consumer Defensive 3,004.0 $543K 0.17% +52.0 +1.8% $180.91 +4.1%
112 SUSL ISHARES TR 4,072.0 $541K 0.17% -66.0 -1.6% $132.75 +3.1%
113 SFBS SERVISFIRST BANCSHARES INC Financial Services 6,200.0 $538K 0.17% $86.75 -51.1%
114 DE DEERE & CO Industrials 848.0 $538K 0.17% $633.99 +8.5%
115 KKR KKR & CO INC 5,835.0 $536K 0.17% -204.0 -3.4% $91.79
116 MO ALTRIA GROUP INC Consumer Defensive 7,406.0 $533K 0.17% +41.0 +0.6% $71.95 -2.9%
117 SPTM SPDR SERIES TRUST 5,498.0 $499K 0.16% $90.79 +2.2%
118 DEHP DIMENSIONAL ETF TRUST 11,575.0 $495K 0.16% -582.0 -4.8% $42.77 -3.4%
119 IEV ISHARES TR 6,729.0 $490K 0.16% -204.0 -2.9% $72.85 +2.1%
120 GE GE AEROSPACE Industrials 1,307.0 $489K 0.16% +69.0 +5.6% $373.87 -11.4%
Page 6 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%