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Portfolio (Quarterly) Guide ↗

Cooke Wealth Management, LLC

· CIK 0002093659
13F Portfolio $113M AUM 37 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 15 Added 7 Reduced 1 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSCO TRACTOR SUPPLY CO Consumer Cyclical 21,369.0 $968K 0.86% $45.30 -30.0%
22 SCHH SCHWAB STRATEGIC TR 43,831.0 $942K 0.83% $21.49 +10.1%
23 ASML ASML HLDG NV Technology 700.0 $925K 0.82% $1320.83 +20.5%
24 SPGI S&P GLOBAL INC Financial Services 2,000.0 $851K 0.75% $425.34 -2.0%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,302.0 $847K 0.75% $650.34 +14.2%
26 ITOT ISHARES TR 5,358.0 $763K 0.68% -840.0 -13.6% $142.43 +13.8%
27 FAST FASTENAL CO Industrials 9,886.0 $459K 0.41% $46.40 -6.2%
28 SCHC SCHWAB STRATEGIC TR 9,239.0 $432K 0.38% $46.74 +7.5%
29 JPM JPMORGAN CHASE & CO Financial Services 1,468.0 $432K 0.38% $294.16 +3.0%
30 CVX CHEVRON CORPORATION Energy 2,064.0 $427K 0.38% $206.90 -7.7%
31 SCHE SCHWAB STRATEGIC TR 12,488.0 $411K 0.36% -827.0 -6.2% $32.95 +8.0%
32 SCHA SCHWAB STRATEGIC TR 12,350.0 $359K 0.32% -946.0 -7.1% $29.08 +14.1%
33 SCHB SCHWAB STRATEGIC TR 13,972.0 $351K 0.31% +6K +76.9% $25.10 +13.9%
34 DFUS DIMENSIONAL ETF TRUST 4,840.0 $343K 0.30% +154.0 +3.3% $70.91 +13.9%
35 IVV ISHARES TR 512.0 $334K 0.30% +19.0 +3.9% $653.21 +14.2%
36 DFIV DIMENSIONAL ETF TRUST 4,375.0 $231K 0.20% NEW $52.78 +5.7%
37 CWI SPDR INDEX SHS FDS 5,757.0 $211K 0.19% $36.59 +9.8%
Page 2 of 2  ·  37 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
Healthcare 37.5%
Financial Services 29.3%
Technology 17.1%
Consumer Cyclical 8.4%
Industrials 4.0%
Energy 3.7%