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Portfolio (Quarterly) Guide ↗

GILPIN WEALTH MANAGEMENT, LLC

· CIK 0002058144
13F Portfolio $145M AUM 1,064 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1064 New
Page 19 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PAA PLAINS ALL AMERN PIPELINE L Energy 247.0 $5K 0.00% NEW $22.26 +14.4%
362 QUAL ISHARES TR 25.0 $5K 0.00% NEW $219.44 +1.9%
363 BAUG INNOVATOR ETFS TRUST 100.0 $5K 0.00% NEW $53.62 +3.2%
364 BAPR INNOVATOR ETFS TRUST 100.0 $5K 0.00% NEW $53.26 +2.2%
365 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 144.0 $5K 0.00% NEW $36.49 +4.4%
366 GOVT ISHARES TR 228.0 $5K 0.00% NEW $22.78 -1.4%
367 WBD WARNER BROS DISCOVERY INC Communication Services 192.0 $5K 0.00% NEW $26.66 +7.9%
368 NTLA INTELLIA THERAPEUTICS INC Healthcare 302.0 $5K 0.00% NEW $16.92 -23.9%
369 UNH UNITEDHEALTH GROUP INC Healthcare 12.0 $5K 0.00% NEW $415.67 -5.5%
370 NOW SERVICENOW INC Technology 50.0 $5K 0.00% NEW $99.28 +45.8%
371 TT TRANE TECHNOLOGIES PLC Industrials 10.0 $5K 0.00% NEW $491.20 -8.6%
372 C CITIGROUP INC Financial Services 35.0 $5K 0.00% NEW $140.03 -5.1%
373 BA BOEING CO Industrials 22.0 $5K 0.00% NEW $216.50 -3.1%
374 PULS PGIM ETF TR 96.0 $5K 0.00% NEW $49.55 +0.3%
375 COHR COHERENT CORP Technology 12.0 $5K 0.00% NEW $394.50 -29.2%
376 VLTO VERALTO CORP Industrials 53.0 $5K 0.00% NEW $88.70 +11.1%
377 MFC MANULIFE FINL CORP Financial Services 115.0 $5K 0.00% NEW $40.51 +5.5%
378 XLV SELECT SECTOR SPDR TR 29.0 $5K 0.00% NEW $158.69 +7.9%
379 PCY INVESCO EXCH TRADED FD TR II 210.0 $5K 0.00% NEW $21.65 -2.7%
380 VET VERMILION ENERGY INC Energy 481.0 $5K 0.00% NEW $9.37 +33.0%
Page 19 of 54  ·  1,064 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 34.5%
Financial Services 17.5%
Industrials 14.3%
Healthcare 8.5%
Communication Services 7.3%
Consumer Cyclical 7.2%
Energy 6.7%
Consumer Defensive 2.2%
Utilities 1.0%
Basic Materials 0.5%