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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 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP COM Industrials 1,183.0 $322K 0.20% -28.0 -2.3% $272.00 +13.0%
102 SOXX ISHARES SEMICONDUCTOR ETF 497.0 $318K 0.20% NEW $640.76 -20.6%
103 IMFL INVESCO INTL DEV DYNAMIC MLTFCTR ETF 9,080.0 $312K 0.19% NEW $34.34 +1.3%
104 SPSM SPDR SMALL CAP ETF 5,349.0 $308K 0.19% +51.0 +1.0% $57.67 -1.9%
105 IVOO VANGUARD S&P MID-CAP 400 ETF 2,351.0 $307K 0.19% +20.0 +0.9% $130.42 -1.7%
106 AMD ADVANCED MICRO DEVICES INC Technology 519.0 $301K 0.19% NEW $580.91 -19.9%
107 VTV VANGUARD VALUE INDEX ETF 1,353.0 $295K 0.18% +132.0 +10.8% $217.97 +3.4%
108 PEP PEPSICO INC Consumer Defensive 2,177.0 $295K 0.18% -12.0 -0.6% $135.37 +4.2%
109 PTNQ PACER TRENDPILOT 100 ETF 3,272.0 $290K 0.18% -138.0 -4.0% $88.65 -2.6%
110 CMI CUMMINS INC COM Industrials 400.0 $285K 0.18% $713.21 -20.8%
111 OEF ISHARES S&P 100 ETF 770.0 $282K 0.17% -101.0 -11.6% $365.89 +4.1%
112 FWD AB DISRUPTORS ETF 1,881.0 $279K 0.17% $148.12 -13.1%
113 PTMC PACER TRENDPILOT US MID CAP ETF 6,610.0 $276K 0.17% $41.83 -1.9%
114 SLYG SPDR S&P 600 SMALL CAP GR ETF 2,312.0 $275K 0.17% -109.0 -4.5% $119.12 -4.2%
115 PSI INVESCO SEMICONDUCTORS ETF 1,443.0 $271K 0.17% NEW $187.82 -29.8%
116 XSHQ INVESCO S&P SMALLCAP QUALITY ETF 5,580.0 $270K 0.17% $48.35 -0.2%
117 GDX VANECK GOLD MINERS ETF 3,540.0 $267K 0.17% +23.0 +0.7% $75.45 +32.1%
118 PTLC PACER TRENDPILOT US LARGE CAP ETF 4,461.0 $260K 0.16% $58.26 +2.9%
119 CALF PACER US SMALL CAP CASH COWS ETF 5,113.0 $259K 0.16% -513.0 -9.1% $50.61 +14.3%
120 ENTERGY CORP NEW COM 2,252.0 $259K 0.16% $114.85
Page 6 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%