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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 9 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JNJ JOHNSON & JOHNSON Healthcare 470.0 $119K 0.06% +62.0 +15.2% $253.76 +3.4%
162 EFG ISHARES TR 935.0 $116K 0.05% $124.42 +2.1%
163 IQVIA HLDGS INC 600.0 $116K 0.05% -5.0 -0.8% $193.22
164 RSP INVESCO EXCHANGE TRADED FD T 541.0 $115K 0.05% $212.77 +3.8%
165 VIRTUS EQUITY & CONV INCM FD 4,248.0 $114K 0.05% $26.86
166 EPD ENTERPRISE PRODS PARTNERS L Energy 2,998.0 $110K 0.05% $36.75 +5.0%
167 IDV ISHARES TR 2,650.0 $110K 0.05% $41.43 +7.7%
168 FNF FIDELITY NATL FINL INC Financial Services 2,301.0 $109K 0.05% NEW $47.16 +4.2%
169 SOFI SOFI TECHNOLOGIES INC Financial Services 6,000.0 $108K 0.05% -600.0 -9.1% $17.93 +2.1%
170 STRL STERLING INFRASTRUCTURE INC Industrials 127.0 $107K 0.05% +37.0 +41.1% $839.36 -28.1%
171 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 106.0 $102K 0.05% $965.00 +3.1%
172 BUFQ FIRST TR EXCHNG TRADED FD VI 2,600.0 $102K 0.05% +2K +393.4% $39.27 +1.3%
173 GPIQ GOLDMAN SACHS ETF TR 1,719.0 $102K 0.05% NEW $59.31 -2.9%
174 EMXC ISHARES INC 991.0 $101K 0.05% $102.30 -3.9%
175 LEU CENTRUS ENERGY CORP Energy 594.0 $100K 0.05% $167.87 +9.7%
176 PFE PFIZER INC Healthcare 3,854.0 $93K 0.04% +878.0 +29.5% $24.08 +11.6%
177 CACI CACI INTL INC Technology 199.0 $92K 0.04% $463.26 +40.2%
178 NVTS NAVITAS SEMICONDUCTOR CORP Technology 5,000.0 $90K 0.04% $17.92 -18.6%
179 PM PHILIP MORRIS INTL INC Consumer Defensive 480.0 $87K 0.04% $180.94 +2.0%
180 MO ALTRIA GROUP INC Consumer Defensive 1,192.0 $86K 0.04% +10.0 +0.8% $71.93 -11.1%
Page 9 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%