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Portfolio (Quarterly) Guide ↗

Manske Wealth Management

· CIK 0002095143
13F Portfolio $403M AUM 226 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 226 New
Page 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PAA PLAINS ALL AMERN PIPELINE L Energy 34,055.0 $758K 0.19% NEW $22.26 +14.2%
102 STLA STELLANTIS N.V Consumer Cyclical 127,317.0 $731K 0.18% NEW $5.74 -7.2%
103 MA MASTERCARD INCORPORATED Financial Services 1,394.0 $716K 0.18% NEW $513.60 +15.3%
104 O REALTY INCOME CORP Real Estate 11,397.0 $706K 0.17% NEW $61.96 +0.0%
105 VNO VORNADO RLTY TR Real Estate 17,903.0 $704K 0.17% NEW $39.30 -0.9%
106 MU MICRON TECHNOLOGY INC Technology 597.0 $689K 0.17% NEW $1154.29 -20.8%
107 V VISA INC Financial Services 1,982.0 $680K 0.17% NEW $343.09 +11.0%
108 DNL WISDOMTREE TR 14,662.0 $677K 0.17% NEW $46.18 +1.3%
109 BWA BORGWARNER INC Consumer Cyclical 10,070.0 $669K 0.17% NEW $66.40 -2.1%
110 MFC MANULIFE FINL CORP Financial Services 16,365.0 $663K 0.17% NEW $40.51 +6.6%
111 PGR PROGRESSIVE CORP Financial Services 3,027.0 $661K 0.16% NEW $218.45 -0.4%
112 ENTERGY CORP NEW 5,734.0 $659K 0.16% NEW $114.86
113 LLY ELI LILLY & CO Healthcare 549.0 $658K 0.16% NEW $1199.43 -1.3%
114 DEO DIAGEO PLC Consumer Defensive 8,146.0 $655K 0.16% NEW $80.38 +15.1%
115 SPYM SPDR SERIES TRUST 7,320.0 $643K 0.16% NEW $87.88 +3.2%
116 PWR QUANTA SVCS INC Industrials 880.0 $634K 0.16% NEW $720.04 -13.7%
117 ENB ENBRIDGE INC Energy 11,608.0 $629K 0.16% NEW $54.21 -8.1%
118 DWX SPDR INDEX SHS FDS 13,392.0 $616K 0.15% NEW $45.96 +4.5%
119 IVV ISHARES TR 821.0 $615K 0.15% NEW $748.89 +3.4%
120 TD TORONTO DOMINION BK ONT Financial Services 5,021.0 $610K 0.15% NEW $121.43 -1.3%
Page 6 of 12  ·  226 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 25.9%
Financial Services 15.4%
Consumer Cyclical 11.0%
Energy 9.7%
Consumer Defensive 9.3%
Healthcare 8.6%
Communication Services 6.0%
Industrials 4.4%
Basic Materials 4.0%
Utilities 2.9%