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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC CAP STK CL C 1,181.0 $417K 0.26% -30.0 -2.5% $353.40
42 CWB SPDR BLOOMBERG CONVERTIBLES ETF 3,804.0 $410K 0.26% -92.0 -2.4% $107.81 -5.0%
43 SMLF ISHARES MSCI MULTIFACTOR USA SMCAP ETF 4,317.0 $385K 0.24% -542.0 -11.2% $89.13 -1.0%
44 XLU SPDR UTILITIES SECTOR ETF 8,187.0 $371K 0.23% -633.0 -7.2% $45.34 -5.8%
45 RNST RENASANT CORP COM Financial Services 8,248.0 $351K 0.22% -11K -56.1% $42.54 -3.4%
46 QTUM DEFIANCE QUANTUM ETF 2,007.0 $332K 0.21% -495.0 -19.8% $165.37 -10.4%
47 UNP UNION PAC CORP COM Industrials 1,183.0 $322K 0.20% -28.0 -2.3% $272.00 +13.0%
48 PEP PEPSICO INC Consumer Defensive 2,177.0 $295K 0.18% -12.0 -0.6% $135.37 +4.2%
49 PTNQ PACER TRENDPILOT 100 ETF 3,272.0 $290K 0.18% -138.0 -4.0% $88.65 -2.6%
50 OEF ISHARES S&P 100 ETF 770.0 $282K 0.17% -101.0 -11.6% $365.89 +4.1%
51 SLYG SPDR S&P 600 SMALL CAP GR ETF 2,312.0 $275K 0.17% -109.0 -4.5% $119.12 -4.2%
52 CALF PACER US SMALL CAP CASH COWS ETF 5,113.0 $259K 0.16% -513.0 -9.1% $50.61 +14.3%
53 FLOT ISHARES FLOATING RATE BOND ETF 5,005.0 $256K 0.16% -1K -20.0% $51.05 +0.0%
54 JEPQ JPM NASDAQ EQTY PREM INCOME ETF 3,842.0 $236K 0.15% -3K -41.1% $61.46 -2.1%
55 XOP SPDR S&P OIL & GAS EXPLRN & PRDCTN ETF 1,518.0 $234K 0.14% -230.0 -13.2% $154.26 +20.5%
56 SPYD SPDR S&P 500 HIGH DIVIDEND ETF 4,348.0 $207K 0.13% -389.0 -8.2% $47.71 +4.8%
Page 3 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%