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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPY STATE STR SPDR S&P 500 ETF T Financial Services 730.0 $545K 0.41% -9.0 -1.2% $746.89 +3.0%
82 VOE VANGUARD INDEX FDS 2,703.0 $534K 0.40% -497.0 -15.5% $197.57 +5.2%
83 GNR SPDR INDEX SHS FDS 7,810.0 $526K 0.39% -96.0 -1.2% $67.31 +15.6%
84 IJR ISHARES TR 3,505.0 $520K 0.39% $148.30 -1.8%
85 EMGF ISHARES INC 6,959.0 $510K 0.38% +152.0 +2.2% $73.26 -1.7%
86 EFA CALL ISHARES TR 4,600.0 $478K 0.36% NEW $103.88 +3.7%
87 LQD ISHARES TR 4,314.0 $470K 0.35% NEW $109.06 -2.5%
88 WMT WALMART INC Consumer Defensive 4,100.0 $464K 0.35% +608.0 +17.4% $113.25 -9.0%
89 SGOV ISHARES TR 3,945.0 $397K 0.30% +160.0 +4.2% $100.68 +0.0%
90 FBCG FIDELITY COVINGTON TRUST 6,376.0 $396K 0.29% $62.11 -0.5%
91 GD GENERAL DYNAMICS CORP Industrials 1,088.0 $385K 0.29% $354.24 +7.1%
92 IFRA ISHARES TR 5,890.0 $371K 0.28% $63.04 -6.1%
93 DIS DISNEY WALT CO Communication Services 3,741.0 $360K 0.27% $96.24 +12.3%
94 GGOV BLACKROCK ETF TRUST II 7,159.0 $360K 0.27% NEW $50.29 -0.2%
95 MCD MCDONALDS CORP Consumer Cyclical 1,282.0 $347K 0.26% $270.38 -2.0%
96 VOO VANGUARD INDEX FDS 495.0 $340K 0.25% +41.0 +9.0% $687.18 +2.9%
97 LMT LOCKHEED MARTIN CORP Industrials 636.0 $324K 0.24% $509.46 +10.7%
98 GLDM WORLD GOLD TR Financial Services 4,035.0 $320K 0.24% +268.0 +7.1% $79.42 +11.1%
99 RTX RTX CORPORATION Industrials 1,683.0 $319K 0.24% $189.73 +11.6%
100 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,195.0 $306K 0.23% +3K +40.7% $33.29 +31.9%
Page 5 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%