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Portfolio (Quarterly) Guide ↗

Rockport Wealth LLC

· CIK 0002022866
13F Portfolio $514M AUM 99 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 31 Added 31 Reduced 6 Exited
Page 2 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GVAL CAMBRIA ETF TR 191,207.0 $6.0M 1.17% +44K +29.9% $31.47 +17.7%
22 RDVY FIRST TR EXCHANGE TRADED FD 86,393.0 $6.0M 1.17% -14K -13.6% $69.47 +13.9%
23 QQQ INVESCO QQQ TR Financial Services 9,610.0 $5.9M 1.15% +2K +22.6% $614.32 +20.6%
24 WBIY ABSOLUTE SHS TR 138,292.0 $4.4M 0.86% +10K +7.7% $32.00 +9.1%
25 XLE SELECT SECTOR SPDR TR 93,501.0 $4.2M 0.81% +58K +165.9% $44.71 +20.3%
26 MDIV FIRST TR EXCHANGE TRADED FD 256,715.0 $4.0M 0.79% +14K +5.7% $15.72 +4.5%
27 EWW ISHARES INC 57,571.0 $4.0M 0.78% NEW $69.33 +11.5%
28 XLI SELECT SECTOR SPDR TR 25,593.0 $4.0M 0.77% +2K +7.3% $155.12 +16.6%
29 JEPI J P MORGAN EXCHANGE TRADED F 67,990.0 $3.9M 0.76% +6K +9.4% $57.24 -2.0%
30 GDX VANECK ETF TRUST 42,142.0 $3.6M 0.70% -31K -42.5% $85.77 -3.8%
31 XLV SELECT SECTOR SPDR TR 20,277.0 $3.1M 0.61% +4K +25.1% $154.80 -3.5%
32 CLOZ SERIES PORTFOLIOS TR 114,221.0 $3.0M 0.59% +19K +20.4% $26.48 -0.7%
33 XLU SELECT SECTOR SPDR TR 69,722.0 $3.0M 0.58% +43K +162.2% $42.69 +4.8%
34 UFO PROCURE ETF TRUST II 71,986.0 $2.8M 0.54% NEW $38.65 +30.1%
35 AMAX STARBOARD INVT TR 341,063.0 $2.7M 0.52% +43K +14.5% $7.90 -2.8%
36 PH PARKER-HANNIFIN CORP Industrials 3,009.0 $2.6M 0.51% $878.96 +8.5%
37 QYLD GLOBAL X FDS 136,865.0 $2.4M 0.47% +18K +15.4% $17.67 +4.8%
38 HYLS FIRST TR EXCHANGE-TRADED FD 51,333.0 $2.1M 0.42% +1K +2.9% $41.86 -2.3%
39 EMLC VANECK ETF TRUST 78,884.0 $2.0M 0.40% +3K +4.4% $25.82 -0.9%
40 CLOA BLACKROCK ETF TRUST II 38,743.0 $2.0M 0.39% +2K +6.4% $51.74 +0.3%
Page 2 of 5  ·  99 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 36.5%
Communication Services 22.2%
Healthcare 18.4%
Consumer Cyclical 10.1%
Financial Services 8.9%
Industrials 1.7%
Utilities 1.0%
Energy 0.5%
Consumer Defensive 0.5%
Real Estate 0.4%