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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 11,716.0 $835K 0.62% +144.0 +1.2% $71.25 +2.5%
22 IDV ISHARES TR 20,019.0 $829K 0.62% +464.0 +2.4% $41.43 +7.8%
23 MGK VANGUARD WORLD FD 8,799.0 $774K 0.58% +7K +409.5% $87.91 +2.7%
24 SCHZ SCHWAB STRATEGIC TR 31,984.0 $740K 0.55% +9K +38.5% $23.13 -1.5%
25 JMOM J P MORGAN EXCHANGE TRADED F 8,127.0 $695K 0.52% +564.0 +7.5% $85.46 -3.3%
26 VIGI VANGUARD WHITEHALL FDS 6,729.0 $628K 0.47% +57.0 +0.8% $93.38 +5.4%
27 VO VANGUARD INDEX FDS 6,830.0 $550K 0.41% +5K +306.8% $80.57 +2.3%
28 EMGF ISHARES INC 6,959.0 $510K 0.38% +152.0 +2.2% $73.26 -1.6%
29 WMT WALMART INC Consumer Defensive 4,100.0 $464K 0.35% +608.0 +17.4% $113.25 -9.2%
30 SGOV ISHARES TR 3,945.0 $397K 0.30% +160.0 +4.2% $100.68 +0.0%
31 VOO VANGUARD INDEX FDS 495.0 $340K 0.25% +41.0 +9.0% $687.18 +3.0%
32 GLDM WORLD GOLD TR Financial Services 4,035.0 $320K 0.24% +268.0 +7.1% $79.42 +11.6%
33 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,195.0 $306K 0.23% +3K +40.7% $33.29 +32.3%
34 EFA ISHARES TR 2,558.0 $266K 0.20% +35.0 +1.4% $103.86 +3.7%
35 ITA ISHARES TR 1,045.0 $253K 0.19% +65.0 +6.6% $242.42 -4.2%
36 MBB ISHARES TR 2,611.0 $247K 0.18% +368.0 +16.4% $94.52 -1.4%
Page 2 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%