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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  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 6,768.0 $2.4M 1.11% -607.0 -8.2% $357.37 -3.7%
22 MRK MERCK & CO INC Healthcare 18,367.0 $2.4M 1.08% -797.0 -4.2% $128.50 +5.8%
23 UNP UNION PAC CORP Industrials 8,616.0 $2.3M 1.08% -125.0 -1.4% $271.99 +10.3%
24 GLD SPDR GOLD TR Financial Services 5,534.0 $2.0M 0.94% -133.0 -2.4% $368.38 +10.1%
25 PANW PALO ALTO NETWORKS INC Technology 5,524.0 $1.9M 0.87% -62.0 -1.1% $341.02 +10.2%
26 ABT ABBOTT LABORATORIES Healthcare 19,829.0 $1.8M 0.83% -551.0 -2.7% $90.74 +21.6%
27 META META PLATFORMS INC Communication Services 3,173.0 $1.8M 0.82% -333.0 -9.5% $563.35 +1.0%
28 MRVL MARVELL TECHNOLOGY INC Technology 5,988.0 $1.8M 0.82% -845.0 -12.4% $297.89 -21.3%
29 PWR QUANTA SVCS INC Industrials 2,356.0 $1.7M 0.78% -13.0 -0.6% $720.04 +0.3%
30 CRWD CROWDSTRIKE HLDGS INC Technology 1,974.0 $1.5M 0.69% -87.0 -4.2% $190.79 +12.1%
31 GBIL GOLDMAN SACHS ETF TR 14,715.0 $1.5M 0.68% -2K -9.5% $100.16 -0.1%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,404.0 $1.3M 0.60% -9.0 -0.6% $935.47 +1.9%
33 URI UNITED RENTALS INC Industrials 1,153.0 $1.3M 0.60% -20.0 -1.7% $1132.89 +2.8%
34 TSLA TESLA INC Consumer Cyclical 2,924.0 $1.2M 0.57% -83.0 -2.8% $420.60 -19.3%
35 MCK MCKESSON CORP Healthcare 1,527.0 $1.2M 0.53% -26.0 -1.7% $755.63 +13.8%
36 XLF SELECT SECTOR SPDR TR 18,033.0 $967K 0.45% -708.0 -3.8% $53.61 +7.4%
37 SGOL ETFS GOLD TR Financial Services 23,856.0 $912K 0.42% -164.0 -0.7% $38.23 +10.1%
38 ANET ARISTA NETWORKS INC Technology 5,333.0 $906K 0.42% -165.0 -3.0% $169.88 +18.8%
39 BONDBLOXX ETF TRUST 17,531.0 $874K 0.40% -514.0 -2.9% $49.88
40 SNOW SNOWFLAKE INC Technology 3,160.0 $804K 0.37% -116.0 -3.5% $254.50 +29.7%
Page 2 of 7  ·  137 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%