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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $595M AUM 110 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 36 Added 32 Reduced 11 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BUXX EA SERIES TRUST 3,750,225.0 $75.9M 12.75% +2.3M +152.0% $20.24 -0.0%
2 CIBR FIRST TR EXCHANGE-TRADED FD 351,463.0 $31.6M 5.30% +65K +22.9% $89.85 +5.6%
3 AAPL APPLE INC Technology 101,678.0 $29.4M 4.94% +23K +29.8% $289.36 +6.9%
4 XLV SELECT SECTOR SPDR TR 152,748.0 $24.2M 4.07% +132K +653.3% $158.66 +10.1%
5 NVDA NVIDIA CORPORATION Technology 109,904.0 $22.0M 3.69% +12K +12.4% $200.09 +7.3%
6 XLP SELECT SECTOR SPDR TR 250,746.0 $20.8M 3.50% +248K +8864.8% $83.07 +3.5%
7 RSPT INVESCO EXCHANGE TRADED FD T 267,458.0 $17.3M 2.90% +86K +47.7% $64.50 -0.7%
8 AVGO BROADCOM INC Technology 31,706.0 $12.0M 2.01% +27K +647.4% $377.75 -2.5%
9 RDVY FIRST TR EXCHANGE TRADED FD 137,702.0 $11.2M 1.88% +51K +59.4% $81.06 +1.1%
10 FXU FIRST TR EXCHANGE-TRADED FD 219,489.0 $10.8M 1.82% +213K +3066.8% $49.34 -3.8%
11 GVAL CAMBRIA ETF TR 298,366.0 $10.7M 1.80% +107K +56.0% $36.02 +7.5%
12 JPM JPMORGAN CHASE & CO Financial Services 23,443.0 $7.7M 1.29% +259.0 +1.1% $327.33 +7.4%
13 UFO PROCURE ETF TRUST II 111,741.0 $5.7M 0.95% +40K +55.2% $50.67 -9.4%
14 EMLC VANECK ETF TRUST 212,980.0 $5.4M 0.92% +134K +170.0% $25.56 +1.1%
15 XLU SELECT SECTOR SPDR TR 115,509.0 $5.2M 0.88% +46K +65.7% $45.34 -5.7%
16 XLE SELECT SECTOR SPDR TR 97,104.0 $5.2M 0.87% +4K +3.9% $53.11 +19.8%
17 EWW ISHARES INC 64,385.0 $4.8M 0.81% +7K +11.8% $75.27 +2.8%
18 GDX VANECK ETF TRUST 60,042.0 $4.5M 0.76% +18K +42.5% $75.45 +36.3%
19 MDIV FIRST TR EXCHANGE TRADED FD 271,939.0 $4.5M 0.76% +15K +5.9% $16.53 +1.7%
20 CLOA BLACKROCK ETF TRUST II 72,375.0 $3.8M 0.63% +34K +86.8% $51.91 +0.0%
Page 1 of 2  ·  36 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 46.6%
Communication Services 15.7%
Healthcare 12.3%
Financial Services 11.6%
Consumer Cyclical 8.9%
Industrials 2.3%
Utilities 1.0%
Consumer Defensive 0.5%
Energy 0.5%
Real Estate 0.5%