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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 4 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCK MCKESSON CORP Healthcare 1,527.0 $1.2M 0.53% -26.0 -1.7% $755.63 +13.8%
62 TXN TEXAS INSTRS INC Technology 3,669.0 $1.1M 0.50% +57.0 +1.6% $298.06 -5.1%
63 IEMG ISHARES INC 12,468.0 $1.0M 0.47% +970.0 +8.4% $82.84 -1.1%
64 XLF SELECT SECTOR SPDR TR 18,033.0 $967K 0.45% -708.0 -3.8% $53.61 +7.4%
65 WM WASTE MGMT INC DEL Industrials 4,131.0 $921K 0.42% $222.88 +0.5%
66 SGOL ETFS GOLD TR Financial Services 23,856.0 $912K 0.42% -164.0 -0.7% $38.23 +10.1%
67 ANET ARISTA NETWORKS INC Technology 5,333.0 $906K 0.42% -165.0 -3.0% $169.88 +18.8%
68 BONDBLOXX ETF TRUST 17,531.0 $874K 0.40% -514.0 -2.9% $49.88
69 SNOW SNOWFLAKE INC Technology 3,160.0 $804K 0.37% -116.0 -3.5% $254.50 +29.7%
70 GOOG ALPHABET INC Communication Services 2,020.0 $714K 0.33% -365.0 -15.3% $353.33 -3.4%
71 LRCX LAM RESEARCH CORP Technology 1,524.0 $660K 0.30% -180.0 -10.6% $433.33 -20.7%
72 CEG CONSTELLATION ENERGY CORP Utilities 2,634.0 $654K 0.30% +20.0 +0.8% $248.37 +12.0%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 14,888.0 $630K 0.29% +13K +747.4% $42.34 +13.5%
74 FTCS FIRST TR EXCHANGE-TRADED FD 6,666.0 $626K 0.29% -296.0 -4.2% $93.91 +6.6%
75 CCJ CAMECO CORP Energy 5,163.0 $526K 0.24% $101.86 -3.2%
76 IXUS ISHARES TR 5,439.0 $519K 0.24% $95.44 +2.8%
77 INTC INTEL CORP Technology 3,567.0 $498K 0.23% $139.63 -25.9%
78 ADI ANALOG DEVICES INC Technology 1,201.0 $477K 0.22% $397.17 -1.7%
79 BROS DUTCH BROS INC Consumer Cyclical 6,235.0 $448K 0.21% +2K +46.6% $71.81 -29.8%
80 EFA ISHARES TR 4,250.0 $441K 0.20% -3K -44.2% $103.88 +4.4%
Page 4 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%