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Portfolio (Quarterly) Guide ↗

Cooke Wealth Management, LLC

· CIK 0002093659
13F Portfolio $122M AUM 39 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 11 Added 15 Reduced
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 7,139.0 $1.0M 0.86% $146.55 +1.6%
22 SCHH SCHWAB STRATEGIC TR 43,081.0 $1.0M 0.83% -750.0 -1.7% $23.68 +1.7%
23 SPGI S&P GLOBAL INC Financial Services 2,400.0 $977K 0.80% +400.0 +20.0% $407.26 +7.2%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,302.0 $972K 0.80% $746.77 +2.6%
25 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,349.0 $675K 0.55% $31.61 +10.8%
26 ITOT ISHARES TR 3,910.0 $642K 0.53% -1K -27.0% $164.27 +2.2%
27 DFUS DIMENSIONAL ETF TRUST 6,829.0 $560K 0.46% +2K +41.1% $81.94 +2.1%
28 JPM JPMORGAN CHASE & CO Financial Services 1,468.0 $481K 0.39% $327.33 +8.9%
29 FAST FASTENAL CO Industrials 9,886.0 $475K 0.39% $48.03 +6.5%
30 SCHA SCHWAB STRATEGIC TR 12,976.0 $469K 0.38% +626.0 +5.1% $36.13 -3.9%
31 SCHE SCHWAB STRATEGIC TR 12,828.0 $465K 0.38% +340.0 +2.7% $36.26 +2.3%
32 SCHC SCHWAB STRATEGIC TR 9,243.0 $445K 0.36% $48.12 +7.1%
33 SCHB SCHWAB STRATEGIC TR 15,247.0 $442K 0.36% +1K +9.1% $28.96 +2.2%
34 IVV ISHARES TR 503.0 $377K 0.31% -9.0 -1.8% $748.89 +2.8%
35 CVX CHEVRON CORPORATION Energy 1,954.0 $324K 0.27% -110.0 -5.3% $165.76 +20.8%
36 CWI SPDR INDEX SHS FDS 7,007.0 $285K 0.23% +1K +21.7% $40.67 +2.1%
37 DFIV DIMENSIONAL ETF TRUST 4,375.0 $236K 0.19% $54.02 +7.8%
38 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 301.0 $212K 0.17% NEW $703.34 -0.7%
39 HD HOME DEPOT INC Consumer Cyclical 570.0 $201K 0.17% NEW $352.54 -5.0%
Page 2 of 2  ·  39 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
Healthcare 34.4%
Financial Services 31.6%
Technology 20.2%
Consumer Cyclical 7.2%
Industrials 3.9%
Energy 2.7%