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Portfolio (Quarterly) Guide ↗

Osprey Private Wealth LLC

· CIK 0002041805
13F Portfolio $345M AUM 77 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 41 Added 15 Reduced 6 Exited
Page 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IGM ISHARES EXPANDED TECH SECTOR ETF 4,102.0 $486K 0.14% $118.51 +32.6%
62 EOG EOG RES INC COM Energy 3,325.0 $481K 0.14% $144.57 -7.0%
63 PM PHILIP MORRIS INTL INC COM Consumer Defensive 2,450.0 $405K 0.12% $165.34 +8.1%
64 CSL CARLISLE COS INC COM Industrials 1,095.0 $365K 0.11% -25.0 -2.2% $333.62 +13.5%
65 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 8,482.0 $361K 0.10% -360.0 -4.1% $42.54 +14.0%
66 IWF ISHARES RUSSELL 1000 GROWTH ETF 816.0 $348K 0.10% NEW $426.40 -71.9%
67 GLD SPDR GOLD SHARES Financial Services 800.0 $344K 0.10% +75.0 +10.3% $430.29 -15.0%
68 UNP UNION PAC CORP COM Industrials 1,250.0 $303K 0.09% $242.62 +7.1%
69 KO COCA COLA CO COM Consumer Defensive 3,986.0 $303K 0.09% $76.05 +6.0%
70 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 2,472.0 $273K 0.08% $110.47 +11.5%
71 DCI DONALDSON INC COM Industrials 3,200.0 $272K 0.08% $84.87 +1.4%
72 GNRC GENERAC HLDGS INC COM Industrials 1,350.0 $264K 0.08% NEW $195.33 +45.5%
73 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 3,125.0 $246K 0.07% NEW $78.66 +27.0%
74 TSLA TESLA INC COM Consumer Cyclical 660.0 $245K 0.07% +10.0 +1.5% $371.75 +1.0%
75 SCHD SCHWAB US DIVIDEND EQUITY ETF 7,893.0 $242K 0.07% NEW $30.68 +3.4%
76 SCHM SCHWAB U.S. MID-CAP ETF 7,503.0 $232K 0.07% $30.96 +15.6%
77 VIG VANGUARD DIVIDEND APPRECIATION ETF 985.0 $212K 0.06% +5.0 +0.5% $215.08 +9.0%
Page 4 of 4  ·  77 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
Healthcare 17.4%
Financial Services 17.2%
Technology 17.1%
Communication Services 16.6%
Consumer Cyclical 13.1%
Industrials 8.2%
Consumer Defensive 5.5%
Basic Materials 2.7%
Energy 1.5%
Utilities 0.7%