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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 5 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWD ISHARES RUSSELL 1000 VALUE ETF 1,930.0 $468K 0.29% $242.41 +6.6%
82 JPIE JPMORGAN INCOME ETF 10,148.0 $467K 0.29% -114.0 -1.1% $46.05 -0.5%
83 SDY STATE STREET SPDR S&P DIVIDEND ETF 3,042.0 $463K 0.29% $152.18 +3.5%
84 BLV VANGUARD LONG-TERM BOND INDEX ETF 6,432.0 $443K 0.28% -1K -14.7% $68.93 -3.7%
85 TSLA TESLA INC COM Consumer Cyclical 1,009.0 $424K 0.26% -94.0 -8.5% $420.60 -17.1%
86 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,065.0 $420K 0.26% -20.0 -1.8% $394.02 -3.8%
87 GOOG ALPHABET INC CAP STK CL C 1,181.0 $417K 0.26% -30.0 -2.5% $353.40
88 CWB SPDR BLOOMBERG CONVERTIBLES ETF 3,804.0 $410K 0.26% -92.0 -2.4% $107.81 -5.0%
89 PG PROCTER AND GAMBLE CO Consumer Defensive 2,750.0 $403K 0.25% +40.0 +1.5% $146.64 -2.0%
90 CSX CSX CORP COM Industrials 8,377.0 $398K 0.25% $47.53 +7.9%
91 FEGE FIRST EAGLE GLOBAL EQUITY ETF 7,931.0 $388K 0.24% +3K +51.9% $48.92 +8.9%
92 SMLF ISHARES MSCI MULTIFACTOR USA SMCAP ETF 4,317.0 $385K 0.24% -542.0 -11.2% $89.13 -1.0%
93 XLU SPDR UTILITIES SECTOR ETF 8,187.0 $371K 0.23% -633.0 -7.2% $45.34 -5.8%
94 CGUS CAPITAL GROUP LARGE CORE EQTY ETF 7,968.0 $354K 0.22% $44.48 +1.9%
95 SPYV SPDR S&P 500 VALUE ETF 5,787.0 $352K 0.22% $60.79 +4.5%
96 RNST RENASANT CORP COM Financial Services 8,248.0 $351K 0.22% -11K -56.1% $42.54 -3.4%
97 IBB ISHARES NASDAQ BIOTECH INDEX ETF 1,807.0 $344K 0.21% $190.15 +9.9%
98 QTUM DEFIANCE QUANTUM ETF 2,007.0 $332K 0.21% -495.0 -19.8% $165.37 -10.4%
99 IYW ISHARES U.S. TECHNOLOGY ETF 1,284.0 $324K 0.20% $252.23 -0.4%
100 VLO VALERO ENERGY CORP COM Energy 1,236.0 $322K 0.20% $260.49 +35.3%
Page 5 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%