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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 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 11,677.0 $8.0M 6.89% NEW $684.92 +7.6%
2 OEF ISHARES TR 15,296.0 $5.2M 4.52% NEW $342.97 +6.8%
3 ACWX ISHARES TR 53,003.0 $3.6M 3.06% NEW $67.13 +9.5%
4 SPYM SPDR SERIES TRUST 41,623.0 $3.3M 2.88% NEW $80.22 +7.6%
5 IVW ISHARES TR 25,571.0 $3.2M 2.71% NEW $123.26 +9.1%
6 VUG VANGUARD INDEX FDS 6,359.0 $3.1M 2.67% NEW $487.83 -82.3%
7 ILCG ISHARES TR 24,216.0 $2.5M 2.17% NEW $104.04 +9.1%
8 IWF ISHARES TR 5,094.0 $2.4M 2.08% NEW $473.25 -74.0%
9 VTV VANGUARD INDEX FDS 12,421.0 $2.4M 2.04% NEW $190.98 +8.4%
10 ITOT ISHARES TR 15,896.0 $2.4M 2.04% NEW $148.69 +7.5%
11 EFV ISHARES TR 33,093.0 $2.4M 2.04% NEW $71.41 +8.8%
12 IWD ISHARES TR 10,881.0 $2.3M 1.97% NEW $210.33 +10.2%
13 QUAL ISHARES TR 11,114.0 $2.2M 1.90% NEW $198.63 +5.5%
14 VV VANGUARD INDEX FDS 6,217.0 $2.0M 1.69% NEW $314.82 +7.2%
15 IWB ISHARES TR 5,237.0 $2.0M 1.69% NEW $373.45 +7.1%
16 VIG VANGUARD SPECIALIZED FUNDS 8,223.0 $1.8M 1.56% NEW $219.78 +4.4%
17 HD HOME DEPOT INC Consumer Cyclical 5,192.0 $1.8M 1.54% NEW $344.12 -12.9%
18 MSFT MICROSOFT CORP Technology 3,547.0 $1.7M 1.48% NEW $483.55 -12.4%
19 ILCV ISHARES TR 17,873.0 $1.7M 1.45% NEW $94.36 +5.9%
20 IYW ISHARES TR 7,900.0 $1.6M 1.36% NEW $199.67 +17.5%
Page 1 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%