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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 4,838.0 $1.0M 0.64% -827.0 -14.6% $212.76 +3.7%
22 CVX CHEVRON CORP Energy 6,032.0 $1000K 0.62% -174.0 -2.8% $165.75 +21.8%
23 BIV VANGUARD INTERM-TERM BOND INDEX ETF 11,589.0 $889K 0.55% -1K -9.7% $76.70 -1.7%
24 VOO VANGUARD S&P 500 ETF 1,290.0 $886K 0.55% -44.0 -3.3% $686.72 +3.0%
25 FORTINET INC COM 5,116.0 $786K 0.49% -200.0 -3.8% $153.62
26 VGK VANGUARD FTSE EUROPE ETF 8,789.0 $778K 0.48% -323.0 -3.5% $88.54 +3.9%
27 VB VANGUARD SMALL-CAP INDEX ETF 2,468.0 $748K 0.47% -329.0 -11.8% $303.15 -0.8%
28 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 11,265.0 $724K 0.45% -624.0 -5.2% $64.30 +7.4%
29 IVV ISHARES CORE S&P 500 ETF 933.0 $699K 0.43% -118.0 -11.2% $748.89 +3.2%
30 GLD SPDR GOLD SHARES ETF Financial Services 1,747.0 $644K 0.40% -133.0 -7.1% $368.38 +11.0%
31 CGXU CAPITAL GROUP INT'L FOCUS EQUITY ETF 16,570.0 $574K 0.36% -3K -15.6% $34.62 +1.1%
32 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 7,864.0 $560K 0.35% -754.0 -8.8% $71.25 +2.5%
33 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 31,361.0 $556K 0.34% -22K -41.7% $17.73 -4.6%
34 XLE SPDR ENERGY SECTOR ETF 9,810.0 $521K 0.32% -486.0 -4.7% $53.11 +18.0%
35 VHT VANGUARD HEALTH CARE INDEX ETF 1,735.0 $519K 0.32% -16.0 -0.9% $298.93 +7.4%
36 IOO ISHARES GLOBAL 100 ETF 3,785.0 $517K 0.32% -130.0 -3.3% $136.60 +6.0%
37 JPIE JPMORGAN INCOME ETF 10,148.0 $467K 0.29% -114.0 -1.1% $46.05 -0.5%
38 BLV VANGUARD LONG-TERM BOND INDEX ETF 6,432.0 $443K 0.28% -1K -14.7% $68.93 -3.7%
39 TSLA TESLA INC COM Consumer Cyclical 1,009.0 $424K 0.26% -94.0 -8.5% $420.60 -17.1%
40 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,065.0 $420K 0.26% -20.0 -1.8% $394.02 -3.8%
Page 2 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%