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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 6 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LITE LUMENTUM HLDGS INC Technology 352.0 $302K 0.14% -103.0 -22.6% $858.06 +12.9%
102 IWF ISHARES TR 2,424.0 $301K 0.14% +2K +300.0% $124.17 +0.7%
103 RDDT REDDIT INC Communication Services 1,666.0 $289K 0.13% +57.0 +3.5% $173.58 -5.2%
104 UBER UBER TECHNOLOGIES INC Technology 3,802.0 $274K 0.13% +149.0 +4.1% $72.16 +3.9%
105 AGG ISHARES TR 2,727.0 $270K 0.12% $98.98 -1.7%
106 IJK ISHARES TR 2,285.0 $268K 0.12% $117.50 +1.4%
107 NFLX NETFLIX INC. Communication Services 3,497.0 $250K 0.12% $71.40 +6.5%
108 BLK BLACKROCK INC Financial Services 248.0 $238K 0.11% -6.0 -2.4% $961.56 +19.3%
109 GEV GE VERNOVA INC Utilities 202.0 $237K 0.11% +11.0 +5.8% $1175.29 -8.2%
110 CAT CATERPILLAR INC Industrials 218.0 $232K 0.11% -21.0 -8.8% $1064.90 -17.2%
111 AIRR FIRST TR EXCHANGE TRADED FD 1,687.0 $225K 0.10% +38.0 +2.3% $133.25 -6.3%
112 LUMN LUMEN TECHNOLOGIES INC Communication Services 28,767.0 $221K 0.10% NEW $7.68 -14.3%
113 MUB ISHARES TR 1,896.0 $204K 0.09% -31.0 -1.6% $107.62 -1.9%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 1,738.0 $203K 0.09% +76.0 +4.6% $116.67 +47.9%
115 VTI VANGUARD INDEX FDS 538.0 $199K 0.09% $370.00 +3.3%
116 BSX BOSTON SCIENTIFIC CORP Healthcare 4,655.0 $199K 0.09% +78.0 +1.7% $42.68 +20.5%
117 RDNT RADNET INC Healthcare 3,216.0 $198K 0.09% +230.0 +7.7% $61.67 +23.1%
118 CRM SALESFORCE INC Technology 1,243.0 $195K 0.09% -66.0 -5.0% $156.68 +21.9%
119 VRT VERTIV HOLDINGS CO Industrials 574.0 $192K 0.09% -8.0 -1.4% $334.82 -12.7%
120 IVV ISHARES TR 251.0 $188K 0.09% $748.89 +3.7%
Page 6 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%