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Portfolio (Quarterly) Guide ↗

Foguth Wealth Management, LLC.

· CIK 0002016322
13F Portfolio $879M AUM 213 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 213 New 13 Exited
Page 6 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVW ISHARES TR 5,511.0 $742K 0.08% NEW $134.68 +3.7%
102 PLTR PALANTIR TECHNOLOGIES INC Technology 5,412.0 $730K 0.08% NEW $134.85 +27.2%
103 ATKR ATKORE INC Industrials 9,477.0 $696K 0.08% NEW $73.40 +27.3%
104 AXON AXON ENTERPRISE INC Industrials 1,284.0 $677K 0.08% NEW $527.48 +17.5%
105 CAT CATERPILLAR INC Industrials 769.0 $664K 0.08% NEW $863.98 -2.7%
106 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 695.0 $650K 0.07% NEW $935.66 +2.7%
107 ASTS AST SPACEMOBILE INC Technology 10,838.0 $622K 0.07% NEW $57.42 +16.8%
108 PCLG FUNDVANTAGE TR 27,930.0 $608K 0.07% NEW $21.78 +6.4%
109 LIN LINDE PLC Basic Materials 1,187.0 $608K 0.07% NEW $512.13 -6.5%
110 CRWD CROWDSTRIKE HLDGS INC Technology 3,038.0 $603K 0.07% NEW $49.62 +329.1%
111 JNJ JOHNSON & JOHNSON Healthcare 2,419.0 $602K 0.07% NEW $248.86 +8.9%
112 VEA VANGUARD TAX-MANAGED FDS 8,672.0 $600K 0.07% NEW $69.23 +4.6%
113 VWO VANGUARD INTL EQUITY INDEX F 10,187.0 $590K 0.07% NEW $57.93 +3.0%
114 MARM FIRST TR EXCHNG TRADED FD VI 16,629.0 $569K 0.07% NEW $34.22 +0.6%
115 VXF VANGUARD INDEX FDS 2,404.0 $568K 0.07% NEW $236.42 +4.0%
116 VTV VANGUARD INDEX FDS 2,602.0 $564K 0.06% NEW $216.93 +4.3%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 2,541.0 $541K 0.06% NEW $212.98 +9.2%
118 DTM DT MIDSTREAM INC Energy 3,703.0 $532K 0.06% NEW $143.80 -5.6%
119 BERKSHIRE HATHAWAY INC DEL 1,081.0 $531K 0.06% NEW $491.25
120 LOW LOWES COS INC Consumer Cyclical 2,590.0 $530K 0.06% NEW $204.71 +5.3%
Page 6 of 11  ·  213 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
Financial Services 31.8%
Technology 31.8%
Consumer Cyclical 9.4%
Communication Services 6.1%
Consumer Defensive 5.4%
Healthcare 5.2%
Industrials 4.9%
Energy 2.4%
Basic Materials 1.8%
Utilities 1.4%