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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 11,387.0 $8.5M 6.36% -290.0 -2.5% $748.91 +3.4%
2 VTV VANGUARD INDEX FDS 11,938.0 $2.6M 1.94% -483.0 -3.9% $217.93 +3.5%
3 EFV ISHARES TR 30,723.0 $2.4M 1.75% -2K -7.2% $76.55 +6.8%
4 QUAL ISHARES TR 10,344.0 $2.3M 1.69% -770.0 -6.9% $219.43 +2.4%
5 IWB ISHARES TR 5,169.0 $2.1M 1.58% -68.0 -1.3% $409.52 +3.1%
6 VV VANGUARD INDEX FDS 5,921.0 $2.0M 1.52% -296.0 -4.8% $343.92 +3.3%
7 IYW ISHARES TR 7,573.0 $1.9M 1.43% -327.0 -4.1% $252.22 +0.6%
8 ILCV ISHARES TR 17,168.0 $1.7M 1.30% -705.0 -3.9% $101.24 +6.9%
9 VEU VANGUARD INTL EQUITY INDEX F 19,994.0 $1.7M 1.25% -1K -5.5% $83.75 +2.5%
10 VIG VANGUARD SPECIALIZED FUNDS 6,749.0 $1.6M 1.19% -1K -17.9% $236.61 +2.8%
11 IEV ISHARES TR 20,737.0 $1.5M 1.13% -207.0 -1.0% $72.85 +3.7%
12 IWD ISHARES TR 5,905.0 $1.4M 1.07% -5K -45.7% $242.41 +6.3%
13 IWS ISHARES TR 8,172.0 $1.3M 1.00% -340.0 -4.0% $164.60 +4.4%
14 MSFT MICROSOFT CORP Technology 3,517.0 $1.3M 0.98% -30.0 -0.8% $373.03 +35.4%
15 IEMG ISHARES INC 14,793.0 $1.2M 0.91% -2K -11.5% $82.84 -0.5%
16 IAU ISHARES GOLD TR Financial Services 16,205.0 $1.2M 0.91% -1K -6.7% $75.51 +14.7%
17 IGM ISHARES TR 6,372.0 $1.0M 0.78% -71.0 -1.1% $163.57 -0.6%
18 EFG ISHARES TR 8,172.0 $1.0M 0.76% -675.0 -7.6% $124.42 +1.0%
19 IAT ISHARES TR 15,144.0 $942K 0.70% -149.0 -1.0% $62.21 +0.1%
20 IVLU ISHARES TR 22,039.0 $922K 0.69% -4K -16.4% $41.82 +5.8%
Page 1 of 2  ·  39 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%