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Portfolio (Quarterly) Guide ↗

FIRETHORN WEALTH PARTNERS, LLC

· CIK 0001845743
13F Portfolio $267M AUM 190 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 190 New
Page 7 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EMB ISHARES TR 4,224.0 $407K 0.15% NEW $96.28 -0.7%
122 TPIF TIMOTHY PLAN 11,677.0 $405K 0.15% NEW $34.68 +9.9%
123 EMXC ISHARES INC 5,490.0 $399K 0.15% NEW $72.68 +37.6%
124 MO ALTRIA GROUP INC Consumer Defensive 6,753.0 $389K 0.15% NEW $57.66 +25.5%
125 DE DEERE & CO Industrials 832.0 $387K 0.14% NEW $465.57 +13.7%
126 WRB BERKLEY W R CORP Financial Services 5,510.0 $386K 0.14% NEW $70.13 -3.7%
127 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,593.0 $377K 0.14% NEW $82.01 -21.7%
128 COST COSTCO WHSL CORP NEW Consumer Defensive 428.0 $370K 0.14% NEW $863.32 +16.2%
129 GLD SPDR GOLD TR Financial Services 925.0 $367K 0.14% NEW $396.31 +4.5%
130 BN BROOKFIELD CORP Financial Services 7,984.0 $366K 0.14% NEW $45.89 +0.3%
131 D DOMINION ENERGY INC Utilities 6,161.0 $361K 0.14% NEW $58.59 +14.8%
132 GS GOLDMAN SACHS GROUP INC Financial Services 398.0 $350K 0.13% NEW $879.47 +13.1%
133 UYLD ANGEL OAK FUNDS TRUST 6,646.0 $340K 0.13% NEW $51.15 +0.1%
134 CHICAGO ATLANTIC BDC INC 31,846.0 $329K 0.12% NEW $10.33
135 XLK SELECT SECTOR SPDR TR 2,258.0 $325K 0.12% NEW $143.99 +28.6%
136 STE STERIS PLC Healthcare 1,279.0 $324K 0.12% NEW $253.53 -14.7%
137 GNMA ISHARES TR 7,206.0 $321K 0.12% NEW $44.54 -0.9%
138 LLY ELI LILLY & CO Healthcare 291.0 $313K 0.12% NEW $1075.13 -1.0%
139 PM PHILIP MORRIS INTL INC Consumer Defensive 1,949.0 $313K 0.12% NEW $160.37 +13.2%
140 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 11,322.0 $307K 0.12% NEW $27.15 -29.3%
Page 7 of 10  ·  190 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 26.5%
Financial Services 23.9%
Consumer Cyclical 10.2%
Communication Services 9.7%
Industrials 9.6%
Consumer Defensive 5.5%
Utilities 5.3%
Healthcare 5.2%
Real Estate 2.4%
Energy 1.7%