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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 3 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY CALL STATE STR SPDR S&P 500 ETF T Financial Services 1,500.0 $1.1M 0.84% NEW $746.77 +3.3%
42 SPMO INVESCO EXCH TRADED FD TR II 6,703.0 $1.1M 0.81% +1K +17.7% $161.53 -8.0%
43 THRO BLACKROCK ETF TRUST 24,557.0 $1.1M 0.79% +2K +10.5% $43.11 +2.0%
44 IGM ISHARES TR 6,372.0 $1.0M 0.78% -71.0 -1.1% $163.57 -0.6%
45 EFG ISHARES TR 8,172.0 $1.0M 0.76% -675.0 -7.6% $124.42 +1.0%
46 VYM VANGUARD WHITEHALL FDS 6,148.0 $972K 0.72% $158.03 +4.0%
47 CAT CATERPILLAR INC Industrials 900.0 $958K 0.71% $1064.90 -23.3%
48 IAT ISHARES TR 15,144.0 $942K 0.70% -149.0 -1.0% $62.21 +0.1%
49 IEI ISHARES TR 7,881.0 $926K 0.69% +118.0 +1.5% $117.45 -0.7%
50 IVLU ISHARES TR 22,039.0 $922K 0.69% -4K -16.4% $41.82 +5.8%
51 AMZN AMAZON COM INC Consumer Cyclical 3,847.0 $917K 0.68% -43.0 -1.1% $238.34 +7.5%
52 BLACKROCK ETF TRUST 11,393.0 $913K 0.68% $80.16
53 GOOGL ALPHABET INC Communication Services 2,445.0 $874K 0.65% $357.34 -4.7%
54 AVEM AMERICAN CENTY ETF TR 8,814.0 $850K 0.63% -3K -27.7% $96.48 -1.3%
55 VEA VANGUARD TAX-MANAGED FDS 11,716.0 $835K 0.62% +144.0 +1.2% $71.25 +3.0%
56 IDV ISHARES TR 20,019.0 $829K 0.62% +464.0 +2.4% $41.43 +7.8%
57 USXF ISHARES TR 11,548.0 $802K 0.60% $69.45 -0.5%
58 MGK VANGUARD WORLD FD 8,799.0 $774K 0.58% +7K +409.5% $87.91 +2.9%
59 SPYV SPDR SERIES TRUST 12,719.0 $773K 0.58% -4K -23.6% $60.79 +4.4%
60 INTC INTEL CORP Technology 5,394.0 $753K 0.56% NEW $139.62 -34.0%
Page 3 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%