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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 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BERKSHIRE HATHAWAY INC DEL 608.0 $304K 0.23% $500.39
102 ESGE ISHARES INC 5,479.0 $300K 0.22% -47.0 -0.8% $54.69 -0.6%
103 SUSC ISHARES TR 12,354.0 $286K 0.21% -14K -53.8% $23.15 -1.6%
104 ISCG ISHARES TR 4,305.0 $282K 0.21% $65.54 -0.6%
105 IWO ISHARES TR 711.0 $280K 0.21% $393.73 -1.7%
106 IMCG ISHARES TR 2,797.0 $275K 0.20% $98.30 +0.3%
107 VWO VANGUARD INTL EQUITY INDEX F 4,599.0 $275K 0.20% -444.0 -8.8% $59.69 +2.2%
108 EWJ ISHARES INC 2,904.0 $271K 0.20% -58.0 -2.0% $93.27 +2.8%
109 EFA ISHARES TR 2,558.0 $266K 0.20% +35.0 +1.4% $103.86 +4.0%
110 ITA ISHARES TR 1,045.0 $253K 0.19% +65.0 +6.6% $242.42 -3.4%
111 KO COCA COLA CO Consumer Defensive 3,112.0 $253K 0.19% $81.27 +9.6%
112 MBB ISHARES TR 2,611.0 $247K 0.18% +368.0 +16.4% $94.52 -1.1%
113 TLH ISHARES TR 2,457.0 $247K 0.18% -189.0 -7.1% $100.34 -2.7%
114 SHLD GLOBAL X FDS 4,114.0 $246K 0.18% -3K -40.6% $59.71 +12.0%
115 VGK VANGUARD INTL EQUITY INDEX F 2,395.0 $212K 0.16% -632.0 -20.9% $88.55 +4.2%
116 IEF ISHARES TR 2,221.0 $210K 0.16% NEW $94.57 -1.4%
117 LUMN LUMEN TECHNOLOGIES INC Communication Services 23,207.0 $178K 0.13% NEW $7.68 -20.1%
118 EEM CALL ISHARES TR 2,500.0 $171K 0.13% NEW $68.41 -1.2%
119 PGEN PRECIGEN INC Healthcare 11,601.0 $66K 0.05% $5.70 +26.1%
Page 6 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%