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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 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGLD FIRST TR EXCHANGE-TRADED FD 81,420.0 $1.7M 0.29% NEW $21.06 +7.2%
42 IVV ISHARES TR 1,682.0 $1.3M 0.21% $748.89 +2.7%
43 CLOZ SERIES PORTFOLIOS TR 46,861.0 $1.2M 0.21% -67K -59.0% $26.42 -0.6%
44 MUNI PIMCO ETF TR 23,476.0 $1.2M 0.21% $52.60 -1.7%
45 MSC INCOME FUND INC 97,151.0 $1.1M 0.19% +24K +33.7% $11.57
46 BIL SPDR SERIES TRUST 11,260.0 $1.0M 0.17% -2K -15.9% $91.64 -0.0%
47 HYLS FIRST TR EXCHANGE-TRADED FD 22,952.0 $933K 0.16% -28K -55.3% $40.65 -0.2%
48 CEF SPROTT ASSET MANAGEMENT LP Financial Services 22,650.0 $911K 0.15% -7K -24.0% $40.23 +17.4%
49 JNJ JOHNSON & JOHNSON Healthcare 3,579.0 $909K 0.15% +481.0 +15.5% $253.97 +6.4%
50 AMLP ALPS ETF TR 13,743.0 $713K 0.12% +8K +143.8% $51.85 +5.6%
51 SUB ISHARES TR 6,150.0 $655K 0.11% $106.47 -0.2%
52 VEEV VEEVA SYS INC Healthcare 3,625.0 $643K 0.11% NEW $177.47 +39.7%
53 AEP AMERICAN ELEC PWR CO INC Utilities 4,699.0 $643K 0.11% $136.81 -11.6%
54 XOM EXXON MOBIL CORP Energy 4,616.0 $631K 0.11% -279.0 -5.7% $136.72 +20.8%
55 EUSB ISHARES TR 14,080.0 $612K 0.10% +544.0 +4.0% $43.45 -1.5%
56 CLOX SERIES PORTFOLIOS TR 23,425.0 $600K 0.10% +8K +53.0% $25.61 -0.4%
57 FE FIRSTENERGY CORP Utilities 12,358.0 $587K 0.10% $47.54 -3.3%
58 FGD FIRST TR EXCHANGE-TRADED FD 17,249.0 $552K 0.09% -2K -8.9% $31.99 +11.5%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 702.0 $524K 0.09% NEW $746.77 +2.5%
60 BLACKROCK ETF TRUST II 10,359.0 $516K 0.09% NEW $49.80
Page 3 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%