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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 15 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CF CF INDUSTRIES HOLD Basic Materials 332.0 $36K 0.02% $108.26 +11.3%
282 KEY KEYCORP Financial Services 1,542.0 $36K 0.02% $23.05 -1.1%
283 NKE NIKE INC Consumer Cyclical 865.0 $36K 0.02% -15.0 -1.7% $41.05 -2.2%
284 CIEN CIENA CORP Technology 71.0 $35K 0.02% NEW $490.56 -19.0%
285 FCFS FIRSTCASH HOLDINGS INC Financial Services 161.0 $35K 0.02% $216.32 -1.8%
286 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 1,690.0 $35K 0.02% -1K -45.3% $20.56 +1.0%
287 VLO VALERO ENERGY CORP Energy 133.0 $35K 0.02% +91.0 +216.7% $260.44 +33.8%
288 VST VISTRA CORP Utilities 218.0 $35K 0.02% +160.0 +275.9% $158.63 -9.7%
289 ITW ILLINOIS TOOL WKS INC Industrials 125.0 $34K 0.02% $270.47 +5.4%
290 SKYY FIRST TR EXCHANGE-TRADED FD 250.0 $34K 0.01% $134.56 +20.5%
291 RGA REINSURANCE GROUP AMER INC Financial Services 158.0 $34K 0.01% $212.65 +15.6%
292 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 723.0 $33K 0.01% $45.52 +10.0%
293 CMI CUMMINS INC Industrials 46.0 $33K 0.01% -2.0 -4.2% $713.22 -12.9%
294 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 2,975.0 $33K 0.01% $10.99 -3.1%
295 VCSH VANGUARD SCOTTSDALE FDS 414.0 $33K 0.01% $78.97 -0.5%
296 AHRT AH RLTY TR INC Financial Services 4,615.0 $33K 0.01% +77.0 +1.7% $7.08 -5.5%
297 BSJR INVESCO EXCH TRD SLF IDX FD 1,445.0 $32K 0.01% $22.35 +0.3%
298 CEREBRAS SYSTEMS INC 146.0 $32K 0.01% NEW $221.00
299 LRGF ISHARES TR 420.0 $32K 0.01% $75.63 +3.7%
300 AOM ISHARES TR 635.0 $32K 0.01% $49.91 -0.4%
Page 15 of 52  ·  1,027 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%