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Portfolio (Quarterly) Guide ↗

Osprey Private Wealth LLC

· CIK 0002041805
13F Portfolio $387M AUM 88 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 36 Added 13 Reduced 2 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHM SCHWAB U.S. MID-CAP ETF 7,503.0 $277K 0.07% $36.87 -2.3%
82 TSLA TESLA INC COM Consumer Cyclical 650.0 $273K 0.07% -10.0 -1.5% $420.60 -15.6%
83 SCHD SCHWAB US DIVIDEND EQUITY ETF 7,893.0 $250K 0.07% $31.71 +9.8%
84 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,005.0 $238K 0.06% +20.0 +2.0% $236.64 +2.8%
85 SMH VANECK SEMICONDUCTOR ETF 352.0 $231K 0.06% NEW $655.89 -12.6%
86 MCK MCKESSON CORP COM Healthcare 295.0 $223K 0.06% NEW $756.02 +17.8%
87 SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 5,853.0 $204K 0.05% NEW $34.81 -0.1%
88 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 1,613.0 $201K 0.05% -23K -93.5% $124.44 +50.6%
Page 5 of 5  ·  88 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 21.6%
Healthcare 19.1%
Financial Services 19.0%
Consumer Cyclical 14.1%
Communication Services 8.3%
Industrials 7.8%
Consumer Defensive 5.4%
Basic Materials 2.9%
Energy 1.0%
Utilities 0.9%