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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 4 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EEM ISHARES TR 10,829.0 $741K 0.55% $68.41 -1.9%
62 SCHZ SCHWAB STRATEGIC TR 31,984.0 $740K 0.55% +9K +38.5% $23.13 -1.5%
63 IYH ISHARES TR 11,022.0 $739K 0.55% -2K -12.3% $67.01 +7.7%
64 EMXC ISHARES INC 7,182.0 $735K 0.55% $102.30 -4.1%
65 ACWI ISHARES TR 4,569.0 $717K 0.54% -690.0 -13.1% $156.97 +2.6%
66 ESGU ISHARES TR 4,274.0 $700K 0.52% -375.0 -8.1% $163.67 +3.1%
67 AJG GALLAGHER ARTHUR J & CO Financial Services 3,026.0 $695K 0.52% $229.61 +16.5%
68 JMOM J P MORGAN EXCHANGE TRADED F 8,127.0 $695K 0.52% +564.0 +7.5% $85.46 -3.3%
69 IJH ISHARES TR 8,977.0 $692K 0.52% -438.0 -4.7% $77.11 -1.7%
70 BLCR BLACKROCK ETF TRUST 13,010.0 $655K 0.49% NEW $50.37 -1.8%
71 IWP ISHARES TR 4,383.0 $642K 0.48% -4K -48.5% $146.41 -3.7%
72 VIGI VANGUARD WHITEHALL FDS 6,729.0 $628K 0.47% +57.0 +0.8% $93.38 +5.4%
73 LLY ELI LILLY & CO Healthcare 515.0 $618K 0.46% $1200.52 -2.7%
74 IAGG ISHARES TR 11,680.0 $591K 0.44% NEW $50.60 -1.7%
75 IALT BLACKROCK ETF TRUST 21,018.0 $590K 0.44% NEW $28.05 +3.1%
76 XAR SPDR SERIES TRUST 2,009.0 $570K 0.42% NEW $283.79 -7.8%
77 SUSA ISHARES TR 3,660.0 $565K 0.42% $154.30 +2.9%
78 BINC BLACKROCK ETF TRUST II 10,538.0 $552K 0.41% -3K -20.1% $52.34 -0.7%
79 VO VANGUARD INDEX FDS 6,830.0 $550K 0.41% +5K +306.8% $80.57 +2.4%
80 VBK VANGUARD INDEX FDS 1,502.0 $549K 0.41% $365.67 -3.7%
Page 4 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%