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Portfolio (Quarterly) Guide ↗

Asempa Wealth Advisors

· CIK 0002099967
13F Portfolio $116M AUM 113 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 113 New
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPYV SPDR SERIES TRUST 16,640.0 $945K 0.81% NEW $56.81 +5.8%
42 AVEM AMERICAN CENTY ETF TR 12,187.0 $939K 0.81% NEW $77.02 +17.5%
43 IEI ISHARES TR 7,763.0 $926K 0.80% NEW $119.34 -2.2%
44 AMZN AMAZON COM INC Consumer Cyclical 3,890.0 $898K 0.77% NEW $230.82 +12.4%
45 VYM VANGUARD WHITEHALL FDS 6,130.0 $880K 0.76% NEW $143.53 +8.6%
46 THRO BLACKROCK ETF TRUST 22,216.0 $857K 0.74% NEW $38.56 +8.6%
47 IXN ISHARES TR 8,114.0 $852K 0.73% NEW $104.99 +23.7%
48 BLACKROCK ETF TRUST 11,412.0 $846K 0.73% NEW $74.09
49 IAT ISHARES TR 15,293.0 $843K 0.73% NEW $55.15 +1.0%
50 IGM ISHARES TR 6,443.0 $832K 0.72% NEW $129.16 +17.4%
51 IYH ISHARES TR 12,569.0 $818K 0.70% NEW $65.10 -5.0%
52 AJG GALLAGHER ARTHUR J & CO Financial Services 3,026.0 $783K 0.68% NEW $258.83 -21.4%
53 IDV ISHARES TR 19,555.0 $771K 0.67% NEW $39.45 +13.4%
54 GOOGL ALPHABET INC Communication Services 2,444.0 $765K 0.66% NEW $312.99 +26.8%
55 ACWI ISHARES TR 5,259.0 $744K 0.64% NEW $141.49 +8.2%
56 AGG ISHARES TR 7,361.0 $735K 0.63% NEW $99.88 -2.2%
57 VEA VANGUARD TAX-MANAGED FDS 11,572.0 $723K 0.62% NEW $62.47 +10.4%
58 MGK VANGUARD WORLD FD 1,727.0 $713K 0.61% NEW $412.84 -78.8%
59 BINC BLACKROCK ETF TRUST II 13,198.0 $696K 0.60% NEW $52.77 -1.6%
60 ESGU ISHARES TR 4,649.0 $693K 0.60% NEW $148.98 +7.3%
Page 3 of 6  ·  113 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
Financial Services 22.2%
Consumer Cyclical 20.4%
Technology 20.4%
Industrials 9.9%
Communication Services 9.8%
Energy 9.3%
Consumer Defensive 4.0%
Healthcare 4.0%