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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MAKX PROSHARES TR 500.0 $37K 0.02% NEW $74.19 -2.2%
22 CIEN CIENA CORP Technology 71.0 $35K 0.02% NEW $490.56 -9.3%
23 CEREBRAS SYSTEMS INC 146.0 $32K 0.01% NEW $221.00
24 FPS FORGENT POWER SOLUTIONS INC Industrials 500.0 $28K 0.01% NEW $55.86 -30.5%
25 NOV NOV INC Energy 1,350.0 $25K 0.01% NEW $18.55 +16.4%
26 TWO HARBORS INVENTMENT CORPO 2,000.0 $25K 0.01% NEW $12.41
27 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 10,000.0 $19K 0.01% NEW $1.92 -16.1%
28 HOOD ROBINHOOD MKTS INC Financial Services 159.0 $16K 0.01% NEW $100.28 -4.0%
29 EWY ISHARES INC 68.0 $14K 0.01% NEW $201.91 -8.3%
30 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,225.0 $12K 0.01% NEW $9.81 +1.9%
31 GFS GLOBALFOUNDRIES INC Technology 122.0 $10K 0.01% NEW $82.42 -35.2%
32 TMFC RBB FD INC 127.0 $10K 0.00% NEW $76.17 +4.5%
33 QBTS D-WAVE QUANTUM INC Technology 377.0 $9K 0.00% NEW $23.99 -13.0%
34 EVRG EVERGY INC Utilities 101.0 $9K 0.00% NEW $86.44 -2.9%
35 APP APPLOVIN CORP Technology 14.0 $7K 0.00% NEW $515.29 -39.5%
36 AVEX AEVEX CORP Industrials 320.0 $7K 0.00% NEW $20.89 -3.2%
37 DUPONT DE NEMOURS INC 43.0 $6K 0.00% NEW $135.65
38 TER TERADYNE INC Technology 12.0 $6K 0.00% NEW $483.92 -8.4%
39 FG F&G ANNUITIES & LIFE INC Financial Services 217.0 $6K 0.00% NEW $26.59 -0.4%
40 XE X-ENERGY INC Industrials 300.0 $6K 0.00% NEW $18.36 +11.4%
Page 2 of 4  ·  78 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%