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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  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,847.0 $917K 0.68% -43.0 -1.1% $238.34 +11.8%
22 AVEM AMERICAN CENTY ETF TR 8,814.0 $850K 0.63% -3K -27.7% $96.48 -1.8%
23 SPYV SPDR SERIES TRUST 12,719.0 $773K 0.58% -4K -23.6% $60.79 +4.5%
24 IYH ISHARES TR 11,022.0 $739K 0.55% -2K -12.3% $67.01 +7.9%
25 ACWI ISHARES TR 4,569.0 $717K 0.54% -690.0 -13.1% $156.97 +2.6%
26 ESGU ISHARES TR 4,274.0 $700K 0.52% -375.0 -8.1% $163.67 +3.1%
27 IJH ISHARES TR 8,977.0 $692K 0.52% -438.0 -4.7% $77.11 -1.8%
28 IWP ISHARES TR 4,383.0 $642K 0.48% -4K -48.5% $146.41 -3.8%
29 BINC BLACKROCK ETF TRUST II 10,538.0 $552K 0.41% -3K -20.1% $52.34 -0.7%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 730.0 $545K 0.41% -9.0 -1.2% $746.89 +3.0%
31 VOE VANGUARD INDEX FDS 2,703.0 $534K 0.40% -497.0 -15.5% $197.57 +5.2%
32 GNR SPDR INDEX SHS FDS 7,810.0 $526K 0.39% -96.0 -1.2% $67.31 +15.6%
33 ESGE ISHARES INC 5,479.0 $300K 0.22% -47.0 -0.8% $54.69 -1.3%
34 SUSC ISHARES TR 12,354.0 $286K 0.21% -14K -53.8% $23.15 -1.9%
35 VWO VANGUARD INTL EQUITY INDEX F 4,599.0 $275K 0.20% -444.0 -8.8% $59.69 +1.8%
36 EWJ ISHARES INC 2,904.0 $271K 0.20% -58.0 -2.0% $93.27 +2.8%
37 TLH ISHARES TR 2,457.0 $247K 0.18% -189.0 -7.1% $100.34 -3.0%
38 SHLD GLOBAL X FDS 4,114.0 $246K 0.18% -3K -40.6% $59.71 +10.8%
39 VGK VANGUARD INTL EQUITY INDEX F 2,395.0 $212K 0.16% -632.0 -20.9% $88.55 +3.9%
Page 2 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%