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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPMO INVESCO EXCH TRADED FD TR II 5,697.0 $680K 0.59% NEW $119.33 +17.9%
62 USXF ISHARES TR 11,548.0 $665K 0.57% NEW $57.58 +12.7%
63 BAI BLACKROCK ETF TRUST 19,297.0 $643K 0.55% NEW $33.30 +35.1%
64 SUSC ISHARES TR 26,709.0 $625K 0.54% NEW $23.38 -2.5%
65 IJH ISHARES TR 9,415.0 $621K 0.54% NEW $66.00 +8.3%
66 VIGI VANGUARD WHITEHALL FDS 6,672.0 $610K 0.53% NEW $91.45 +1.8%
67 EEM ISHARES TR 10,831.0 $593K 0.51% NEW $54.71 +17.5%
68 VOE VANGUARD INDEX FDS 3,200.0 $568K 0.49% NEW $177.36 +7.8%
69 LLY ELI LILLY & CO Healthcare 514.0 $553K 0.48% NEW $1075.70 -8.1%
70 SCHZ SCHWAB STRATEGIC TR 23,086.0 $540K 0.47% NEW $23.37 -2.3%
71 EMXC ISHARES INC 7,173.0 $521K 0.45% NEW $72.68 +26.7%
72 CAT CATERPILLAR INC Industrials 900.0 $516K 0.44% NEW $572.87 +50.1%
73 JMOM J P MORGAN EXCHANGE TRADED F 7,563.0 $515K 0.44% NEW $68.15 +14.4%
74 SUSA ISHARES TR 3,660.0 $510K 0.44% NEW $139.35 +6.8%
75 SPY SPDR S&P 500 ETF TR Financial Services 739.0 $504K 0.43% NEW $681.81 +7.6%
76 GNR SPDR INDEX SHS FDS 7,906.0 $491K 0.42% NEW $62.14 +18.6%
77 VO VANGUARD INDEX FDS 1,679.0 $487K 0.42% NEW $290.28 -73.7%
78 VBK VANGUARD INDEX FDS 1,502.0 $454K 0.39% NEW $302.02 +10.0%
79 SHLD GLOBAL X FDS 6,931.0 $449K 0.39% NEW $64.79 -1.2%
80 DIS DISNEY WALT CO Communication Services 3,738.0 $425K 0.37% NEW $113.76 -8.6%
Page 4 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%