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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ROBT FIRST TR EXCHANGE TRADED FD 157,442.0 $8.9M 1.49% -17K -9.9% $56.26 +6.0%
22 JPM JPMORGAN CHASE & CO Financial Services 23,443.0 $7.7M 1.29% +259.0 +1.1% $327.33 +7.4%
23 TEMA ETF TRUST 214,839.0 $6.5M 1.10% NEW $30.38
24 QQQ INVESCO QQQ TR Financial Services 7,968.0 $5.9M 0.99% -2K -17.1% $736.42 -3.1%
25 UFO PROCURE ETF TRUST II 111,741.0 $5.7M 0.95% +40K +55.2% $50.67 -9.4%
26 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 141,928.0 $5.6M 0.94% NEW $39.57 +15.0%
27 EMLC VANECK ETF TRUST 212,980.0 $5.4M 0.92% +134K +170.0% $25.56 +1.1%
28 MSFT MICROSOFT CORP Technology 14,149.0 $5.3M 0.89% $373.01 +29.6%
29 XLU SELECT SECTOR SPDR TR 115,509.0 $5.2M 0.88% +46K +65.7% $45.34 -5.7%
30 XLE SELECT SECTOR SPDR TR 97,104.0 $5.2M 0.87% +4K +3.9% $53.11 +19.8%
31 EWW ISHARES INC 64,385.0 $4.8M 0.81% +7K +11.8% $75.27 +2.8%
32 GDX VANECK ETF TRUST 60,042.0 $4.5M 0.76% +18K +42.5% $75.45 +36.3%
33 MDIV FIRST TR EXCHANGE TRADED FD 271,939.0 $4.5M 0.76% +15K +5.9% $16.53 +1.7%
34 CLOA BLACKROCK ETF TRUST II 72,375.0 $3.8M 0.63% +34K +86.8% $51.91 +0.0%
35 PH PARKER-HANNIFIN CORP Industrials 3,009.0 $2.9M 0.49% $978.12 +2.4%
36 TBIL RBB FD INC 56,095.0 $2.8M 0.47% +51K +1070.1% $49.86 +0.3%
37 AMAX STARBOARD INVT TR 362,053.0 $2.7M 0.45% +21K +6.2% $7.40 +4.1%
38 QYLD GLOBAL X FDS 142,721.0 $2.6M 0.44% +6K +4.3% $18.43 -0.6%
39 JEPI J P MORGAN EXCHANGE TRADED F 42,836.0 $2.4M 0.41% -25K -37.0% $56.48 +2.5%
40 SMMU PIMCO ETF TR 34,470.0 $1.7M 0.29% +15K +77.8% $50.50 -0.4%
Page 2 of 6  ·  110 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%