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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 3 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,575.0 $1.9M 0.88% $746.77 +3.5%
42 PANW PALO ALTO NETWORKS INC Technology 5,524.0 $1.9M 0.87% -62.0 -1.1% $341.02 +10.2%
43 ABT ABBOTT LABORATORIES Healthcare 19,829.0 $1.8M 0.83% -551.0 -2.7% $90.74 +21.6%
44 META META PLATFORMS INC Communication Services 3,173.0 $1.8M 0.82% -333.0 -9.5% $563.35 +1.0%
45 MRVL MARVELL TECHNOLOGY INC Technology 5,988.0 $1.8M 0.82% -845.0 -12.4% $297.89 -21.3%
46 QQQ INVESCO QQQ TR Financial Services 2,350.0 $1.7M 0.80% +150.0 +6.8% $736.49 -0.9%
47 MTB M & T BK CORP Financial Services 7,226.0 $1.7M 0.79% +7K +10000.0% $238.01 +6.2%
48 PWR QUANTA SVCS INC Industrials 2,356.0 $1.7M 0.78% -13.0 -0.6% $720.04 +0.3%
49 MOAT VANECK ETF TRUST 15,455.0 $1.6M 0.74% +682.0 +4.6% $103.96 +7.6%
50 ITOT ISHARES TR 9,553.0 $1.6M 0.72% $164.27 +3.3%
51 CRWD CROWDSTRIKE HLDGS INC Technology 1,974.0 $1.5M 0.69% -87.0 -4.2% $190.79 +12.1%
52 GBIL GOLDMAN SACHS ETF TR 14,715.0 $1.5M 0.68% -2K -9.5% $100.16 -0.1%
53 SHOP SHOPIFY INC Technology 12,715.0 $1.5M 0.67% +7K +138.4% $114.18 +30.2%
54 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 82,681.0 $1.4M 0.64% +81K +3818.5% $16.95 -16.0%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,404.0 $1.3M 0.60% -9.0 -0.6% $935.47 +1.9%
56 MCD MCDONALDS CORP Consumer Cyclical 4,839.0 $1.3M 0.60% +46.0 +1.0% $270.32 -1.8%
57 URI UNITED RENTALS INC Industrials 1,153.0 $1.3M 0.60% -20.0 -1.7% $1132.89 +2.8%
58 GE GE AEROSPACE Industrials 3,465.0 $1.3M 0.59% $373.68 -1.1%
59 PG PROCTER & GAMBLE CO Consumer Defensive 8,447.0 $1.2M 0.57% $146.63 -2.4%
60 TSLA TESLA INC Consumer Cyclical 2,924.0 $1.2M 0.57% -83.0 -2.8% $420.60 -19.3%
Page 3 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%