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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
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 133,244.0 $6.6M 4.08% -1K -1.1% $49.28 +2.2%
2 XMHQ INVESCO S&P MIDCAP QUALITY ETF 54,169.0 $6.1M 3.80% -1K -2.1% $112.88 +4.6%
3 AAPL APPLE INC COM Technology 20,077.0 $5.8M 3.61% -215.0 -1.1% $289.35 +10.5%
4 HYDB ISHARES HIGH YIELD BOND ETF 97,118.0 $4.5M 2.82% -8K -7.6% $46.77 -0.5%
5 SMH VANECK SEMICONDUCTOR ETF 6,207.0 $4.1M 2.53% -147.0 -2.3% $655.94 -15.7%
6 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 32,096.0 $3.0M 1.87% -883.0 -2.7% $93.63 -10.1%
7 FBND FIDELITY TOTAL BOND ETF 58,779.0 $2.7M 1.66% -4K -6.8% $45.49 -1.6%
8 META META PLATFORMS INC CL A Communication Services 3,717.0 $2.1M 1.30% -41.0 -1.1% $563.35 +2.6%
9 VOT VANGUARD MID-CAP GROWTH INDEX ETF 6,223.0 $1.9M 1.18% -78.0 -1.2% $306.29 -1.1%
10 SPYG SPDR S&P 500 GROWTH ETF 16,010.0 $1.9M 1.18% -3K -17.1% $118.99 +1.9%
11 IJR ISHARES S&P SMALL CAP ETF 11,796.0 $1.7M 1.09% -601.0 -4.8% $148.31 -1.8%
12 SPIB SPDR INTM TERM CORP BOND ETF 49,322.0 $1.7M 1.02% -2K -4.6% $33.46 -1.1%
13 QQQ INVESCO QQQ TRUST ETF Financial Services 2,136.0 $1.6M 0.98% -228.0 -9.6% $736.33 -2.7%
14 JAVA JPMORGAN ACTIVE VALUE ETF 19,351.0 $1.5M 0.95% -427.0 -2.2% $79.41 +4.8%
15 AVGO BROADCOM INC Technology 3,989.0 $1.5M 0.94% -832.0 -17.3% $377.77 -2.4%
16 SPY SPDR S&P 500 INDEX ETF Financial Services 1,946.0 $1.5M 0.90% -556.0 -22.2% $746.86 +3.0%
17 JPMORGAN ULTRA-SHORT INCOME ETF 25,794.0 $1.3M 0.81% -2K -6.2% $50.57
18 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 11,097.0 $1.3M 0.80% -933.0 -7.8% $116.67 +59.7%
19 VBR VANGUARD SMALL-CAP VALUE INDEX ETF 5,321.0 $1.3M 0.80% -312.0 -5.5% $242.99 +1.6%
20 XLK SPDR TECHNOLOGY SECTOR ETF 6,641.0 $1.3M 0.79% -71.0 -1.1% $190.53 -2.5%
Page 1 of 3  ·  56 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 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%