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Portfolio (Quarterly) Guide ↗

Gunpowder Capital Management, LLC dba Oliver Wealth Management

· CIK 0002114795
13F Portfolio $142M AUM 408 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 408 New
Page 7 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEMG ISHARES INCORPORATED CORE MSCI EMKT 806.0 $67K 0.05% NEW $82.84 -1.2%
122 SCZ ISHARES TR EAFE SML CP ETF 802.0 $66K 0.05% NEW $82.27 +5.7%
123 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 3,418.0 $65K 0.05% NEW $19.12 +11.5%
124 T AT&T INCORPORATED Communication Services 3,067.0 $63K 0.04% NEW $20.70 +25.6%
125 BA BOEING COMPANY Industrials 290.0 $63K 0.04% NEW $216.47 -3.1%
126 AMLP ALERIAN MLP ETF 1,203.0 $62K 0.04% NEW $51.85 +6.5%
127 MCD MCDONALDS CORPORATION Consumer Cyclical 223.0 $60K 0.04% NEW $270.31 -2.0%
128 VTV VANGUARD VALUE ETF 274.0 $60K 0.04% NEW $217.93 +3.4%
129 MACH NATURAL RESOURCES LP COM UN LT PA IN 4,718.0 $60K 0.04% NEW $12.64
130 IVE ISHARES TR S&P 500 VAL ETF 261.0 $59K 0.04% NEW $227.06 +4.5%
131 PH PARKER-HANNIFIN CORPORATION Industrials 60.0 $59K 0.04% NEW $978.12 +1.7%
132 INTC INTEL CORPORATION Technology 414.0 $58K 0.04% NEW $139.67 -35.9%
133 EBND SPDR BLOOMBERG EMERGING MARKETS LOCAL BO 2,707.0 $57K 0.04% NEW $20.92 +1.0%
134 APH AMPHENOL CORPORATION CLASS A Technology 318.0 $56K 0.04% NEW $176.32 -10.5%
135 APLD APPLIED DIGITAL CORPORATION COM NEW Technology 1,500.0 $56K 0.04% NEW $37.30 -32.1%
136 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 105.0 $55K 0.04% NEW $522.39 +2.4%
137 CGMS CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF 1,994.0 $54K 0.04% NEW $27.33 -0.6%
138 ENTERGY CORPORATION NEW 472.0 $54K 0.04% NEW $114.86
139 ETHW BITWISE ETHEREUM ETF Financial Services 4,716.0 $53K 0.04% NEW $11.28 +54.3%
140 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 383.0 $52K 0.04% NEW $136.81 -10.6%
Page 7 of 21  ·  408 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 46.7%
Technology 28.2%
Communication Services 6.9%
Consumer Defensive 6.0%
Consumer Cyclical 3.2%
Industrials 2.8%
Healthcare 2.2%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%