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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $491M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 91 New
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GDX VANECK ETF TRUST 73,331.0 $5.6M 1.14% NEW $76.40 +8.0%
22 QQQ INVESCO QQQ TR Financial Services 7,842.0 $4.7M 0.96% NEW $600.37 +23.4%
23 GVAL CAMBRIA ETF TR 147,221.0 $4.3M 0.88% NEW $29.23 +26.7%
24 WBIY ABSOLUTE SHS TR 128,397.0 $4.0M 0.81% NEW $30.84 +13.2%
25 MDIV FIRST TR EXCHANGE TRADED FD 242,979.0 $3.9M 0.79% NEW $16.04 +2.4%
26 XLI SELECT SECTOR SPDR TR 23,845.0 $3.7M 0.75% NEW $154.23 +17.3%
27 JEPI J P MORGAN EXCHANGE TRADED F 62,121.0 $3.5M 0.72% NEW $57.10 -1.8%
28 XLE SELECT SECTOR SPDR TR 35,161.0 $3.1M 0.64% NEW $89.34 -39.8%
29 CLOZ SERIES PORTFOLIOS TR 94,895.0 $2.5M 0.52% NEW $26.82 -2.0%
30 AMAX STARBOARD INVT TR 297,881.0 $2.4M 0.50% NEW $8.20 -6.3%
31 XLU SELECT SECTOR SPDR TR 26,592.0 $2.3M 0.47% NEW $87.21 -48.7%
32 PH PARKER-HANNIFIN CORP Industrials 3,000.0 $2.3M 0.46% NEW $758.15 +25.7%
33 XLV SELECT SECTOR SPDR TR 16,204.0 $2.3M 0.46% NEW $139.17 +7.4%
34 DLN WISDOMTREE TR 25,257.0 $2.2M 0.45% NEW $87.03 +10.5%
35 IWY ISHARES TR 7,952.0 $2.2M 0.44% NEW $273.65 +5.5%
36 HYLS FIRST TR EXCHANGE-TRADED FD 49,905.0 $2.1M 0.43% NEW $42.05 -2.8%
37 AFSM FIRST TR EXCHNG TRADED FD VI 64,046.0 $2.1M 0.43% NEW $32.71 +20.6%
38 QYLD GLOBAL X FDS 118,578.0 $2.0M 0.41% NEW $17.01 +8.9%
39 EMLC VANECK ETF TRUST 75,577.0 $1.9M 0.39% NEW $25.51 +0.3%
40 CLOA BLACKROCK ETF TRUST II 36,421.0 $1.9M 0.39% NEW $51.96 -0.2%
Page 2 of 5  ·  91 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 37.8%
Communication Services 21.9%
Healthcare 17.3%
Consumer Cyclical 10.5%
Financial Services 8.7%
Industrials 1.7%
Utilities 1.0%
Consumer Defensive 0.6%
Real Estate 0.4%
Energy 0.2%