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Portfolio (Quarterly) Guide ↗

Foguth Wealth Management, LLC.

· CIK 0002016322
13F Portfolio $645M AUM 175 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q2 2025 · All 43 New 74 Added 47 Reduced 7 Exited
Page 1 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 145,552.0 $36.7M 5.70% +40K +37.7% $252.44 +14.7%
2 XLK SELECT SECTOR SPDR TR 173,275.0 $25.0M 3.88% +148K +590.6% $144.30 +20.2%
3 SPYV SPDR SERIES TRUST 381,304.0 $21.7M 3.37% +112K +41.6% $56.96 +5.3%
4 AGG ISHARES TR 204,503.0 $20.4M 3.17% +12K +6.5% $99.85 -1.8%
5 SPSM SPDR SERIES TRUST 357,830.0 $16.9M 2.62% +107K +42.9% $47.30 +10.4%
6 SPYG SPDR SERIES TRUST 152,437.0 $16.3M 2.52% +46K +43.2% $106.75 +9.9%
7 XLU SELECT SECTOR SPDR TR 354,482.0 $15.3M 2.37% +263K +287.2% $43.18 +1.0%
8 XLC SELECT SECTOR SPDR TR 101,483.0 $11.9M 1.84% +66K +187.9% $116.90 +0.3%
9 JEPI J P MORGAN EXCHANGE TRADED F 197,028.0 $11.3M 1.75% +43K +27.9% $57.32 -2.3%
10 LQD ISHARES TR 90,829.0 $10.0M 1.55% +4K +4.8% $110.16 -2.2%
11 OMFL INVESCO EXCH TRD SLF IDX FD 151,824.0 $9.4M 1.45% +97K +176.1% $61.67 +9.1%
12 SPHD INVESCO EXCH TRADED FD TR II 185,506.0 $8.9M 1.39% +68K +58.2% $48.23 +2.7%
13 AAPL APPLE INC Technology 30,252.0 $8.2M 1.27% +10K +47.6% $271.01 +9.2%
14 XLE SELECT SECTOR SPDR TR 176,683.0 $8.1M 1.25% +64K +56.8% $45.65 +32.4%
15 XLF SELECT SECTOR SPDR TR 146,042.0 $8.0M 1.24% +40K +37.8% $54.93 -6.2%
16 XLRE SELECT SECTOR SPDR TR 187,220.0 $7.6M 1.17% +56K +42.7% $40.38 +8.0%
17 SPYI NEOS ETF TRUST 118,184.0 $6.2M 0.96% +113K +1996.2% $52.59 +1.6%
18 BOTZ GLOBAL X FDS 166,808.0 $6.1M 0.95% +124K +291.2% $36.71 +8.4%
19 PHYL PGIM ETF TR 170,817.0 $6.1M 0.94% +10K +6.1% $35.49 -1.6%
20 IBLC ISHARES TR 132,787.0 $5.9M 0.91% +70K +110.5% $44.10 +8.6%
Page 1 of 4  ·  74 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
Financial Services 42.3%
Technology 25.2%
Consumer Cyclical 9.8%
Consumer Defensive 5.8%
Communication Services 5.1%
Healthcare 4.2%
Industrials 3.6%
Energy 1.9%
Utilities 1.6%
Basic Materials 0.6%