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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLOT ISHARES FLOATING RATE BOND ETF 5,005.0 $256K 0.16% -1K -20.0% $51.05 +0.0%
122 VFH VANGUARD FINANCIALS ETF 1,934.0 $255K 0.16% $131.60 +7.9%
123 ETN EATON CORP Industrials 581.0 $248K 0.15% NEW $426.12 -5.5%
124 RWK INVESCO S&P MIDCAP 400 REVENUE ETF 1,623.0 $237K 0.15% NEW $146.28 +1.5%
125 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 2,318.0 $237K 0.15% NEW $102.32 -4.1%
126 JEPQ JPM NASDAQ EQTY PREM INCOME ETF 3,842.0 $236K 0.15% -3K -41.1% $61.46 -2.1%
127 XOP SPDR S&P OIL & GAS EXPLRN & PRDCTN ETF 1,518.0 $234K 0.14% -230.0 -13.2% $154.26 +20.5%
128 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,594.0 $233K 0.14% $146.41 -3.8%
129 BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF 1,703.0 $229K 0.14% NEW $134.69 +3.1%
130 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 632.0 $224K 0.14% NEW $354.57 -32.6%
131 VIGI VANGUARD INTL DIVIDEND APPRECIATION ETF 2,369.0 $221K 0.14% $93.36 +5.6%
132 KO COCA COLA COMPANY Consumer Defensive 2,694.0 $219K 0.14% NEW $81.28 +10.3%
133 JNJ JOHNSON & JOHNSON Healthcare 853.0 $217K 0.14% $254.08 +5.5%
134 CSCO CISCO SYSTEMS INC Technology 1,832.0 $215K 0.13% NEW $117.48 -6.4%
135 SQUARE INC 2,799.0 $213K 0.13% NEW $76.00
136 SO SOUTHERN CO COM Utilities 2,189.0 $209K 0.13% $95.69 -7.8%
137 IHAK ISHARES CYBERSECURITY & TECH ETF 3,441.0 $209K 0.13% NEW $60.71 +7.7%
138 SPYD SPDR S&P 500 HIGH DIVIDEND ETF 4,348.0 $207K 0.13% -389.0 -8.2% $47.71 +4.8%
139 TY TRI CONTL CORP Financial Services 5,993.0 $206K 0.13% NEW $34.42 +3.4%
140 BERKSHIRE HATHAWAY INC DEL CL B NEW 411.0 $206K 0.13% NEW $500.39
Page 7 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%