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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 5,317.0 $425K 0.07% -305.0 -5.4% $79.97 -0.3%
22 GOOG ALPHABET INC 1,122.0 $396K 0.07% -216.0 -16.1% $353.33
23 NEE NEXTERA ENERGY INC Utilities 4,435.0 $389K 0.07% -494.0 -10.0% $87.77 -4.2%
24 PG PROCTER & GAMBLE CO Consumer Defensive 2,605.0 $382K 0.06% -778.0 -23.0% $146.65 -0.0%
25 VTI VANGUARD INDEX FDS 934.0 $346K 0.06% -30.0 -3.1% $370.04 +1.9%
26 IWY ISHARES TR 1,150.0 $334K 0.06% -4K -76.3% $290.62 -2.7%
27 IJR ISHARES TR 1,997.0 $296K 0.05% -4K -66.1% $148.34 -1.1%
28 XLI SELECT SECTOR SPDR TR 1,515.0 $281K 0.05% -24K -94.1% $185.23 -3.4%
29 TAFI AB ACTIVE ETFS INC 9,603.0 $242K 0.04% -2K -18.0% $25.22 -0.6%
30 DON WISDOMTREE TR 4,095.0 $231K 0.04% -5K -55.9% $56.52 +3.1%
31 IBB ISHARES TR 1,137.0 $216K 0.04% -101.0 -8.2% $190.19 +11.7%
32 IGHG PROSHARES TR 2,686.0 $210K 0.04% -21.0 -0.8% $78.33 -0.7%
Page 2 of 2  ·  32 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%