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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MUB ISHARES TR 2,111.0 $227K 0.04% NEW $107.62 -2.1%
102 BND VANGUARD BD INDEX FDS 3,078.0 $226K 0.04% NEW $73.41 -1.6%
103 IBB ISHARES TR 1,137.0 $216K 0.04% -101.0 -8.2% $190.19 +12.3%
104 BERKSHIRE HATHAWAY INC DEL 430.0 $215K 0.04% $500.39
105 ENTERGY CORP NEW 1,841.0 $211K 0.04% NEW $114.86
106 IGHG PROSHARES TR 2,686.0 $210K 0.04% -21.0 -0.8% $78.33 -0.7%
107 MO ALTRIA GROUP INC Consumer Defensive 2,829.0 $204K 0.03% NEW $71.94 -8.1%
108 LMT LOCKHEED MARTIN CORP Industrials 396.0 $202K 0.03% NEW $509.46 +10.6%
109 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 419.0 $200K 0.03% NEW $477.57 -12.3%
110 FSK FS KKR CAP CORP Financial Services 11,367.0 $119K 0.02% +1K +9.8% $10.50 +13.4%
Page 6 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%