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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 29 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 APP APPLOVIN CORP Technology 14.0 $7K 0.00% NEW $515.29 -40.4%
562 WRB BERKLEY W R CORP Financial Services 101.0 $7K 0.00% $70.53 -0.5%
563 TTC TORO CO Industrials 73.0 $7K 0.00% $97.42 -1.1%
564 EIX EDISON INTL Utilities 95.0 $7K 0.00% $74.45 -1.0%
565 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 24.0 $7K 0.00% $293.21 +3.4%
566 LSCC LATTICE SEMICONDUCTOR CORP Technology 46.0 $7K 0.00% $152.98 -18.8%
567 SCHF SCHWAB STRATEGIC TR 254.0 $7K 0.00% -36.0 -12.4% $27.70 +1.3%
568 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 28.0 $7K 0.00% -1.0 -3.5% $250.00 -3.0%
569 LPG DORIAN LPG LTD Energy 200.0 $7K 0.00% $34.78 +40.2%
570 DXJ WISDOMTREE TR 40.0 $7K 0.00% $173.53 +2.4%
571 BOX BOX INC Technology 259.0 $7K 0.00% $26.54 +22.2%
572 VPL VANGUARD INTL EQUITY INDEX F 59.0 $7K 0.00% $115.69 -2.2%
573 FNDC SCHWAB STRATEGIC TR 140.0 $7K 0.00% $48.56 +3.9%
574 SPIB SPDR SERIES TRUST 202.0 $7K 0.00% $33.46 -1.0%
575 BIO BIO RAD LABS INC Healthcare 23.0 $7K 0.00% $293.65 +20.1%
576 APPF APPFOLIO INC Technology 42.0 $7K 0.00% -1.0 -2.3% $160.36 +27.2%
577 AVEX AEVEX CORP Industrials 320.0 $7K 0.00% NEW $20.89 -4.7%
578 ULS UL SOLUTIONS INC Industrials 65.0 $7K 0.00% $101.86 -25.4%
579 QTUM ETF SER SOLUTIONS 40.0 $7K 0.00% $165.40 -8.0%
580 INDA ISHARES TR 133.0 $7K 0.00% $49.39 -0.0%
Page 29 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%