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Portfolio (Quarterly) Guide ↗

Variant Private Wealth, LLC

· CIK 0002054798
13F Portfolio $89M AUM 42 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 42 New
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 1,422.0 $208K 0.23% NEW $146.60 -0.8%
42 SCHX SCHWAB STRATEGIC TR 7,076.0 $208K 0.23% NEW $29.43 +2.6%
Page 3 of 3  ·  42 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 57.1%
Consumer Cyclical 19.5%
Financial Services 18.4%
Communication Services 1.7%
Healthcare 1.3%
Energy 1.1%
Industrials 0.5%
Consumer Defensive 0.5%