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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 1 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ICVT ISHARES CONVERTIBLE BOND ETF 81,824.0 $10.0M 6.19% +583.0 +0.7% $121.74 -6.2%
2 NVDA NVIDIA CORP Technology 34,519.0 $6.9M 4.29% +183.0 +0.5% $200.09 +8.7%
3 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 133,244.0 $6.6M 4.08% -1K -1.1% $49.28 +2.2%
4 XMHQ INVESCO S&P MIDCAP QUALITY ETF 54,169.0 $6.1M 3.80% -1K -2.1% $112.88 +4.6%
5 AAPL APPLE INC COM Technology 20,077.0 $5.8M 3.61% -215.0 -1.1% $289.35 +10.5%
6 SPMO INVESCO S&P 500 MOMENTUM ETF 34,854.0 $5.6M 3.50% +440.0 +1.3% $161.54 -9.1%
7 HYDB ISHARES HIGH YIELD BOND ETF 97,118.0 $4.5M 2.82% -8K -7.6% $46.77 -0.5%
8 SCHF SCHWAB INTERNATIONAL EQUITY ETF 156,841.0 $4.3M 2.70% +2K +1.2% $27.70 +2.2%
9 SMH VANECK SEMICONDUCTOR ETF 6,207.0 $4.1M 2.53% -147.0 -2.3% $655.94 -15.7%
10 MSFT MICROSOFT CORP Technology 9,406.0 $3.5M 2.18% +51.0 +0.6% $373.00 +37.7%
11 CGBL CAPITAL GROUP CORE BALANCED ETF 79,910.0 $3.0M 1.88% +1K +1.3% $37.96 +0.6%
12 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 32,096.0 $3.0M 1.87% -883.0 -2.7% $93.63 -10.1%
13 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 109,009.0 $3.0M 1.85% +6K +6.3% $27.33 -0.6%
14 FBND FIDELITY TOTAL BOND ETF 58,779.0 $2.7M 1.66% -4K -6.8% $45.49 -1.6%
15 AMZN AMAZON COM INC COM Consumer Cyclical 9,318.0 $2.2M 1.38% +76.0 +0.8% $238.34 +11.8%
16 META META PLATFORMS INC CL A Communication Services 3,717.0 $2.1M 1.30% -41.0 -1.1% $563.35 +2.6%
17 CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 45,694.0 $1.9M 1.20% +933.0 +2.1% $42.33 -4.5%
18 VOT VANGUARD MID-CAP GROWTH INDEX ETF 6,223.0 $1.9M 1.18% -78.0 -1.2% $306.29 -1.1%
19 SPYG SPDR S&P 500 GROWTH ETF 16,010.0 $1.9M 1.18% -3K -17.1% $118.99 +1.9%
20 QQQM INVESCO NASDAQ 100 ETF 6,005.0 $1.8M 1.13% $302.95 -2.6%
Page 1 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%