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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 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & COMPANY Financial Services 2,428.0 $795K 0.49% +2K +185.0% $327.32 +9.3%
62 FORTINET INC COM 5,116.0 $786K 0.49% -200.0 -3.8% $153.62
63 VGK VANGUARD FTSE EUROPE ETF 8,789.0 $778K 0.48% -323.0 -3.5% $88.54 +3.9%
64 VB VANGUARD SMALL-CAP INDEX ETF 2,468.0 $748K 0.47% -329.0 -11.8% $303.15 -0.8%
65 MAGS ROUNDHILL MAGNIFICENT SEVEN ETF 11,265.0 $724K 0.45% -624.0 -5.2% $64.30 +7.4%
66 IVV ISHARES CORE S&P 500 ETF 933.0 $699K 0.43% -118.0 -11.2% $748.89 +3.2%
67 QTOP ISHARES NASDAQ TOP 30 STOCKS ETF 16,731.0 $646K 0.40% +4K +36.2% $38.61 -3.8%
68 GLD SPDR GOLD SHARES ETF Financial Services 1,747.0 $644K 0.40% -133.0 -7.1% $368.38 +11.0%
69 MU MICRON TECHNOLOGY INC COM Technology 536.0 $619K 0.38% NEW $1154.08 -19.2%
70 WMT WALMART INC COM Consumer Defensive 5,448.0 $617K 0.38% +2K +75.8% $113.27 -9.0%
71 ACIO APTUS COLLARED INVESTMENT OPPORTUNITY ETF 12,540.0 $579K 0.36% $46.14 +2.0%
72 CGXU CAPITAL GROUP INT'L FOCUS EQUITY ETF 16,570.0 $574K 0.36% -3K -15.6% $34.62 +1.1%
73 JEPI JPMORGAN EQUITY PREM INCOME ETF 10,093.0 $570K 0.35% +3K +37.0% $56.48 +2.3%
74 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 7,864.0 $560K 0.35% -754.0 -8.8% $71.25 +2.5%
75 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 31,361.0 $556K 0.34% -22K -41.7% $17.73 -4.6%
76 XLE SPDR ENERGY SECTOR ETF 9,810.0 $521K 0.32% -486.0 -4.7% $53.11 +18.0%
77 VHT VANGUARD HEALTH CARE INDEX ETF 1,735.0 $519K 0.32% -16.0 -0.9% $298.93 +7.4%
78 IOO ISHARES GLOBAL 100 ETF 3,785.0 $517K 0.32% -130.0 -3.3% $136.60 +6.0%
79 IVW ISHARES S&P 500 GROWTH ETF 3,725.0 $512K 0.32% $137.53 +1.8%
80 SPACE EXPLORATION TECHN CORP CLASS A COM STK 2,950.0 $504K 0.31% NEW $170.86
Page 4 of 8  ·  142 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%