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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 34 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LII LENNOX INTL INC Industrials 8.0 $5K 0.00% $573.00 -28.3%
662 IREN IREN LIMITED Financial Services 100.0 $5K 0.00% $45.73 -8.2%
663 ESAB ESAB CORPORATION Industrials 46.0 $5K 0.00% $98.63 -19.9%
664 ENFR ALPS ETF TR 118.0 $4K 0.00% $38.10 +5.5%
665 VSAT VIASAT INC Technology 50.0 $4K 0.00% $89.82 -15.3%
666 HODL VANECK BITCOIN ETF 269.0 $4K 0.00% $16.61 +10.0%
667 MTUM ISHARES TR 13.0 $4K 0.00% $342.85 -9.1%
668 BKNG BOOKING HOLDINGS INC Consumer Cyclical 25.0 $4K 0.00% +24.0 +2400.0% $178.24 +16.8%
669 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 57.0 $4K 0.00% $77.88 -9.2%
670 TTAN SERVICETITAN INC Technology 62.0 $4K 0.00% $70.73 +28.8%
671 EWJ ISHARES INC 47.0 $4K 0.00% $93.28 +2.2%
672 OUSTER INC 70.0 $4K 0.00% NEW $62.53
673 ARKK ARK ETF TR 54.0 $4K 0.00% $80.83 -2.1%
674 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 366.0 $4K 0.00% -84.0 -18.7% $11.84 -0.5%
675 COOPER COS INC 60.0 $4K 0.00% $71.72
676 DFH DREAM FINDERS HOMES INC Consumer Cyclical 249.0 $4K 0.00% $17.26 -17.2%
677 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 35.0 $4K 0.00% $122.60 +28.3%
678 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 151.0 $4K 0.00% $28.25 -7.3%
679 IWV ISHARES TR 10.0 $4K 0.00% $426.40 +2.5%
680 FIGS FIGS INC Consumer Cyclical 410.0 $4K 0.00% $10.23 +38.4%
Page 34 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%