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Portfolio (Quarterly) Guide ↗

Mascagni Wealth Management, Inc.

· CIK 0002063074
13F Portfolio $161M AUM 142 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 39 Added 56 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP Energy 8,653 $1.5M 1.05% SOLD
2 TLT ISHARES 20 YEAR TREASURY BOND ETF 2,950 $256K 0.18% SOLD
3 IBIT ISHARES BITCOIN TRUST Financial Services 6,326 $243K 0.17% SOLD
4 AAAU GOLDMAN PHYSICAL GOLD ETF Financial Services 4,733 $219K 0.16% SOLD
Sector Allocation
Technology 53.2%
Financial Services 13.4%
Communication Services 11.2%
Consumer Cyclical 6.3%
Industrials 5.1%
Consumer Defensive 3.7%
Energy 3.2%
Healthcare 3.0%
Utilities 1.0%