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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 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFEV DIMENSIONAL ETF TRUST 11,222.0 $479K 0.15% -420.0 -3.6% $42.67 +0.4%
122 EMXC ISHARES INC 4,663.0 $477K 0.15% -629.0 -11.9% $102.30 -3.8%
123 JBND J P MORGAN EXCHANGE TRADED F 8,848.0 $473K 0.15% +2K +36.2% $53.50 -2.3%
124 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 498.0 $466K 0.15% +57.0 +12.9% $935.38 -0.6%
125 XTEN BONDBLOXX ETF TRUST 10,134.0 $462K 0.15% -13K -55.9% $45.58 -3.4%
126 LMT LOCKHEED MARTIN CORP Industrials 902.0 $460K 0.15% +52.0 +6.1% $509.68 +4.2%
127 GOVI INVESCO EXCH TRADED FD TR II 16,611.0 $451K 0.14% NEW $27.15 -3.2%
128 ANNALY CAPITAL MANAGEMENT IN 19,983.0 $447K 0.14% -10K -32.7% $22.36
129 IALT BLACKROCK ETF TRUST 15,909.0 $446K 0.14% NEW $28.05 +3.9%
130 JCPB J P MORGAN EXCHANGE TRADED F 9,407.0 $442K 0.14% +276.0 +3.0% $46.94 -2.3%
131 JGRO J P MORGAN EXCHANGE TRADED F 4,462.0 $440K 0.14% -2K -33.2% $98.59 -5.3%
132 BMNR BITMINE IMMERSION TECHS INC Financial Services 32,856.0 $437K 0.14% +5K +19.6% $13.31 +73.3%
133 MU MICRON TECHNOLOGY INC Technology 373.0 $430K 0.14% NEW $1153.25 -18.1%
134 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,918.0 $430K 0.14% NEW $33.29 +31.1%
135 VSS VANGUARD INTL EQUITY INDEX F 2,731.0 $421K 0.14% +476.0 +21.1% $154.30 +2.9%
136 JAVA J P MORGAN EXCHANGE TRADED F 5,267.0 $418K 0.14% -2K -29.3% $79.42 +4.0%
137 D DOMINION ENERGY INC Utilities 5,744.0 $392K 0.13% -569.0 -9.0% $68.28 -3.4%
138 WRB BERKLEY W R CORP Financial Services 5,507.0 $388K 0.12% $70.53 -3.6%
139 AGG ISHARES TR 3,902.0 $386K 0.12% -991.0 -20.2% $98.98 -2.2%
140 HONEYWELL INTL INC 1,712.0 $383K 0.12% NEW $223.87
Page 7 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%