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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $217M AUM 1,027 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 140 Added 137 Reduced 34 Exited
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEG CONSTELLATION ENERGY CORP Utilities 2,634.0 $654K 0.30% +20.0 +0.8% $248.37 +12.0%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 14,888.0 $630K 0.29% +13K +747.4% $42.34 +13.5%
23 BROS DUTCH BROS INC Consumer Cyclical 6,235.0 $448K 0.21% +2K +46.6% $71.81 -29.8%
24 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,609.0 $438K 0.20% +2K +5263.3% $271.95 +4.0%
25 SYK STRYKER CORPORATION Healthcare 1,378.0 $434K 0.20% +16.0 +1.2% $314.84 +5.3%
26 NOW SERVICENOW INC Technology 3,995.0 $397K 0.18% +1K +39.0% $99.28 +18.6%
27 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.17% +60.0 +20.3% $1011.37 +3.9%
28 DEA EASTERLY GOVT PPTYS INC Real Estate 13,461.0 $336K 0.15% +316.0 +2.4% $24.93 -1.6%
29 IMMUNITYBIO INC 37,774.0 $331K 0.15% +8K +24.8% $8.76
30 SCHD SCHWAB STRATEGIC TR 10,429.0 $331K 0.15% +56.0 +0.5% $31.71 +8.1%
31 ARM ARM HOLDINGS PLC Technology 932.0 $330K 0.15% +648.0 +228.2% $354.57 -23.4%
32 VGT VANGUARD WORLD FD 2,544.0 $304K 0.14% +2K +700.0% $119.52 +2.5%
33 IWF ISHARES TR 2,424.0 $301K 0.14% +2K +300.0% $124.17 +0.7%
34 RDDT REDDIT INC Communication Services 1,666.0 $289K 0.13% +57.0 +3.5% $173.58 -5.2%
35 UBER UBER TECHNOLOGIES INC Technology 3,802.0 $274K 0.13% +149.0 +4.1% $72.16 +3.9%
36 GEV GE VERNOVA INC Utilities 202.0 $237K 0.11% +11.0 +5.8% $1175.29 -8.2%
37 AIRR FIRST TR EXCHANGE TRADED FD 1,687.0 $225K 0.10% +38.0 +2.3% $133.25 -6.3%
38 PLTR PALANTIR TECHNOLOGIES INC Technology 1,738.0 $203K 0.09% +76.0 +4.6% $116.67 +47.9%
39 BSX BOSTON SCIENTIFIC CORP Healthcare 4,655.0 $199K 0.09% +78.0 +1.7% $42.68 +20.5%
40 RDNT RADNET INC Healthcare 3,216.0 $198K 0.09% +230.0 +7.7% $61.67 +23.1%
Page 2 of 7  ·  140 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 40.6%
Financial Services 17.3%
Healthcare 11.1%
Industrials 7.9%
Consumer Defensive 6.2%
Consumer Cyclical 5.4%
Communication Services 4.0%
Real Estate 3.8%
Utilities 2.2%
Energy 1.3%