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Portfolio (Quarterly) Guide ↗

Mascagni Wealth Management, Inc.

· CIK 0002063074
13F Portfolio $140M AUM 127 positions Filed May 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 127 New
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMI CUMMINS INC COM Industrials 400.0 $215K 0.15% NEW $538.02 +18.7%
122 NEE NEXTERA ENERGY INC COM Utilities 2,280.0 $212K 0.15% NEW $92.88 -3.4%
123 SO SOUTHERN CO COM Utilities 2,186.0 $211K 0.15% NEW $96.51 -3.0%
124 VIGI VANGUARD INTL DIVIDEND APPRECIATION ETF 2,369.0 $210K 0.15% NEW $88.45 +6.2%
125 JNJ JOHNSON & JOHNSON Healthcare 853.0 $209K 0.15% NEW $244.49 -5.2%
126 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,594.0 $204K 0.15% NEW $128.12 +7.6%
127 FWD AB DISRUPTORS ETF 1,881.0 $204K 0.14% NEW $108.56 +24.9%
Page 7 of 7  ·  127 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 47.9%
Financial Services 15.2%
Communication Services 12.5%
Energy 7.7%
Consumer Cyclical 5.9%
Industrials 3.7%
Healthcare 3.2%
Consumer Defensive 2.8%
Utilities 1.1%