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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJR ISHARES TR 3,497.0 $420K 0.36% NEW $120.16 +10.8%
82 EMGF ISHARES INC 6,807.0 $394K 0.34% NEW $57.85 +19.3%
83 MCD MCDONALDS CORP Consumer Cyclical 1,281.0 $392K 0.34% NEW $305.63 -7.6%
84 WMT WALMART INC Consumer Defensive 3,492.0 $389K 0.34% NEW $111.41 +19.7%
85 SGOV ISHARES TR 3,785.0 $380K 0.33% NEW $100.38 +0.2%
86 GD GENERAL DYNAMICS CORP Industrials 1,088.0 $366K 0.32% NEW $336.66 +1.9%
87 FBCG FIDELITY COVINGTON TRUST 6,371.0 $349K 0.30% NEW $54.84 +9.1%
88 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,537.0 $325K 0.28% NEW $49.65 -12.4%
89 GLDM WORLD GOLD TR Financial Services 3,767.0 $322K 0.28% NEW $85.37 +3.9%
90 RTX RTX CORPORATION Industrials 1,683.0 $309K 0.27% NEW $183.40 -4.1%
91 IFRA ISHARES TR 5,866.0 $309K 0.27% NEW $52.62 +13.8%
92 LMT LOCKHEED MARTIN CORP Industrials 636.0 $308K 0.27% NEW $483.67 +9.2%
93 BERKSHIRE HATHAWAY INC DEL 608.0 $306K 0.26% NEW $502.65
94 VOO VANGUARD INDEX FDS 454.0 $285K 0.24% NEW $626.96 +7.6%
95 TMUS T-MOBILE US INC Communication Services 1,382.0 $281K 0.24% NEW $203.08 -6.1%
96 VWO VANGUARD INTL EQUITY INDEX F 5,043.0 $271K 0.23% NEW $53.76 +7.6%
97 TLH ISHARES TR 2,646.0 $269K 0.23% NEW $101.66 -4.5%
98 XLG INVESCO EXCHANGE TRADED FD T 4,353.0 $258K 0.22% NEW $59.28 +6.3%
99 VGK VANGUARD INTL EQUITY INDEX F 3,027.0 $253K 0.22% NEW $83.61 +3.3%
100 ESGE ISHARES INC 5,526.0 $244K 0.21% NEW $44.17 +16.4%
Page 5 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%