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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 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 11,798.0 $1.6M 1.20% +120.0 +1.0% $136.72 +14.4%
22 BAI BLACKROCK ETF TRUST 30,440.0 $1.6M 1.20% +11K +57.7% $52.72 -14.3%
23 VIG VANGUARD SPECIALIZED FUNDS 6,749.0 $1.6M 1.19% -1K -17.9% $236.61 +2.8%
24 VB VANGUARD INDEX FDS 5,216.0 $1.6M 1.18% +61.0 +1.2% $303.13 +0.4%
25 IVE ISHARES TR 6,742.0 $1.5M 1.14% +2K +35.7% $227.07 +4.4%
26 IEV ISHARES TR 20,737.0 $1.5M 1.13% -207.0 -1.0% $72.85 +3.7%
27 AAPL APPLE INC Technology 4,956.0 $1.4M 1.07% $289.36 +8.7%
28 IWD ISHARES TR 5,905.0 $1.4M 1.07% -5K -45.7% $242.41 +6.3%
29 IUSB ISHARES TR 29,869.0 $1.4M 1.03% +7K +32.1% $46.15 -1.1%
30 IWS ISHARES TR 8,172.0 $1.3M 1.00% -340.0 -4.0% $164.60 +4.4%
31 MSFT MICROSOFT CORP Technology 3,517.0 $1.3M 0.98% -30.0 -0.8% $373.03 +35.4%
32 VONV VANGUARD SCOTTSDALE FDS 11,974.0 $1.3M 0.95% +549.0 +4.8% $106.31 +6.3%
33 IYE ISHARES TR 22,356.0 $1.3M 0.94% +447.0 +2.0% $56.59 +16.5%
34 IEMG ISHARES INC 14,793.0 $1.2M 0.91% -2K -11.5% $82.84 -0.5%
35 IAU ISHARES GOLD TR Financial Services 16,205.0 $1.2M 0.91% -1K -6.7% $75.51 +14.7%
36 BLACKROCK ETF TRUST 32,942.0 $1.2M 0.90% NEW $36.60
37 HD PUT HOME DEPOT INC Consumer Cyclical 3,400.0 $1.2M 0.89% NEW $352.68 -6.8%
38 IXN ISHARES TR 8,106.0 $1.2M 0.87% $144.48 -1.3%
39 VBR VANGUARD INDEX FDS 4,781.0 $1.2M 0.87% $242.99 +2.2%
40 FBND FIDELITY MERRIMACK STR TR 25,399.0 $1.2M 0.86% $45.49 -0.9%
Page 2 of 6  ·  119 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%