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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 5 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,609.0 $438K 0.20% +2K +5263.3% $271.95 +4.0%
82 SYK STRYKER CORPORATION Healthcare 1,378.0 $434K 0.20% +16.0 +1.2% $314.84 +5.3%
83 IWM ISHARES TR 1,348.0 $405K 0.19% -48.0 -3.4% $300.45 +1.2%
84 CFR CULLEN FROST BANKERS INC Financial Services 2,606.0 $403K 0.18% NEW $154.52 +8.8%
85 BAC BANK OF AMER CORP Financial Services 6,961.0 $397K 0.18% $56.98 +12.1%
86 NOW SERVICENOW INC Technology 3,995.0 $397K 0.18% +1K +39.0% $99.28 +18.6%
87 SLV ISHARES SILVER TR Financial Services 7,018.0 $375K 0.17% $53.47 +11.4%
88 AXP AMERICAN EXPRESS CO Financial Services 1,068.0 $361K 0.17% -9K -89.3% $338.20 -0.6%
89 GS GOLDMAN SACHS GROUP INC Financial Services 356.0 $360K 0.17% +60.0 +20.3% $1011.37 +3.9%
90 DEA EASTERLY GOVT PPTYS INC Real Estate 13,461.0 $336K 0.15% +316.0 +2.4% $24.93 -1.6%
91 PDBC INVESCO ACTVELY MNGD ETC FD 20,836.0 $331K 0.15% -2K -9.0% $15.88 +14.7%
92 IMMUNITYBIO INC 37,774.0 $331K 0.15% +8K +24.8% $8.76
93 SCHD SCHWAB STRATEGIC TR 10,429.0 $331K 0.15% +56.0 +0.5% $31.71 +8.1%
94 ARM ARM HOLDINGS PLC Technology 932.0 $330K 0.15% +648.0 +228.2% $354.57 -23.4%
95 CVX CHEVRON CORPORATION Energy 1,951.0 $323K 0.15% -414.0 -17.5% $165.76 +22.3%
96 OUNZ VANECK MERK GOLD ETF Financial Services 8,236.0 $318K 0.15% $38.59 +10.1%
97 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,908.0 $312K 0.14% $45.11 +27.7%
98 VIG VANGUARD SPECIALIZED FUNDS 1,315.0 $311K 0.14% $236.62 +3.3%
99 VGT VANGUARD WORLD FD 2,544.0 $304K 0.14% +2K +700.0% $119.52 +2.5%
100 GCAL GOLDMAN SACHS ETF TR 5,900.0 $302K 0.14% $51.20 -1.2%
Page 5 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%