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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 1 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 11,387.0 $8.5M 6.36% -290.0 -2.5% $748.91 +3.4%
2 OEF ISHARES TR 15,459.0 $5.7M 4.22% +163.0 +1.1% $365.87 +4.1%
3 ACWX ISHARES TR 72,557.0 $5.5M 4.12% +20K +36.9% $76.11 +2.4%
4 SPYM SPDR SERIES TRUST 58,066.0 $5.1M 3.81% +16K +39.5% $87.88 +3.3%
5 IVW ISHARES TR 28,909.0 $4.0M 2.96% +3K +13.1% $137.53 +2.4%
6 ILCG ISHARES TR 26,560.0 $3.1M 2.32% +2K +9.7% $117.02 -0.5%
7 VUG VANGUARD INDEX FDS 34,901.0 $3.0M 2.24% +29K +448.8% $86.14 +3.2%
8 ITOT ISHARES TR 16,773.0 $2.8M 2.06% +877.0 +5.5% $164.27 +2.9%
9 VTV VANGUARD INDEX FDS 11,938.0 $2.6M 1.94% -483.0 -3.9% $217.93 +3.5%
10 GOVT ISHARES TR 114,069.0 $2.6M 1.94% +53K +85.3% $22.78 -1.1%
11 EFV ISHARES TR 30,723.0 $2.4M 1.75% -2K -7.2% $76.55 +6.8%
12 QUAL ISHARES TR 10,344.0 $2.3M 1.69% -770.0 -6.9% $219.43 +2.4%
13 IWB ISHARES TR 5,169.0 $2.1M 1.58% -68.0 -1.3% $409.52 +3.1%
14 VV VANGUARD INDEX FDS 5,921.0 $2.0M 1.52% -296.0 -4.8% $343.92 +3.3%
15 DYNF BLACKROCK ETF TRUST 29,557.0 $2.0M 1.50% +4K +17.0% $68.01 +2.5%
16 IYW ISHARES TR 7,573.0 $1.9M 1.43% -327.0 -4.1% $252.22 +0.6%
17 IWF ISHARES TR 14,823.0 $1.8M 1.37% +10K +191.0% $124.17 -0.2%
18 HD HOME DEPOT INC Consumer Cyclical 5,192.0 $1.8M 1.37% $352.70 -6.8%
19 ILCV ISHARES TR 17,168.0 $1.7M 1.30% -705.0 -3.9% $101.24 +6.9%
20 VEU VANGUARD INTL EQUITY INDEX F 19,994.0 $1.7M 1.25% -1K -5.5% $83.75 +2.5%
Page 1 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%