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Portfolio (Quarterly) Guide ↗

Asempa Wealth Advisors

· CIK 0002099967
13F Portfolio $134M AUM 125 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 36 Added 39 Reduced 8 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OEF ISHARES TR 15,459.0 $5.7M 4.22% +163.0 +1.1% $365.87 +4.1%
2 ACWX ISHARES TR 72,557.0 $5.5M 4.12% +20K +36.9% $76.11 +2.4%
3 SPYM SPDR SERIES TRUST 58,066.0 $5.1M 3.81% +16K +39.5% $87.88 +3.3%
4 IVW ISHARES TR 28,909.0 $4.0M 2.96% +3K +13.1% $137.53 +2.4%
5 ILCG ISHARES TR 26,560.0 $3.1M 2.32% +2K +9.7% $117.02 -0.5%
6 VUG VANGUARD INDEX FDS 34,901.0 $3.0M 2.24% +29K +448.8% $86.14 +3.2%
7 ITOT ISHARES TR 16,773.0 $2.8M 2.06% +877.0 +5.5% $164.27 +2.9%
8 GOVT ISHARES TR 114,069.0 $2.6M 1.94% +53K +85.3% $22.78 -1.1%
9 DYNF BLACKROCK ETF TRUST 29,557.0 $2.0M 1.50% +4K +17.0% $68.01 +2.5%
10 IWF ISHARES TR 14,823.0 $1.8M 1.37% +10K +191.0% $124.17 -0.2%
11 XOM EXXON MOBIL CORP Energy 11,798.0 $1.6M 1.20% +120.0 +1.0% $136.72 +14.4%
12 BAI BLACKROCK ETF TRUST 30,440.0 $1.6M 1.20% +11K +57.7% $52.72 -14.3%
13 VB VANGUARD INDEX FDS 5,216.0 $1.6M 1.18% +61.0 +1.2% $303.13 +0.4%
14 IVE ISHARES TR 6,742.0 $1.5M 1.14% +2K +35.7% $227.07 +4.4%
15 IUSB ISHARES TR 29,869.0 $1.4M 1.03% +7K +32.1% $46.15 -1.1%
16 VONV VANGUARD SCOTTSDALE FDS 11,974.0 $1.3M 0.95% +549.0 +4.8% $106.31 +6.3%
17 IYE ISHARES TR 22,356.0 $1.3M 0.94% +447.0 +2.0% $56.59 +16.5%
18 SPMO INVESCO EXCH TRADED FD TR II 6,703.0 $1.1M 0.81% +1K +17.7% $161.53 -8.0%
19 THRO BLACKROCK ETF TRUST 24,557.0 $1.1M 0.79% +2K +10.5% $43.11 +2.0%
20 IEI ISHARES TR 7,881.0 $926K 0.69% +118.0 +1.5% $117.45 -0.7%
Page 1 of 2  ·  36 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 21.7%
Consumer Cyclical 19.2%
Financial Services 19.2%
Industrials 12.3%
Energy 10.0%
Communication Services 8.8%
Consumer Defensive 4.5%
Healthcare 4.3%