Wagner Wealth Management, LLC: 13F holdings
CIK 17286572026Q2
| Positions | 282 |
|---|
| Reported value | $540.6m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 282 (+3 vs prior quarter) |
|---|
| Reported value | $540.6m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JPIE J P MORGAN EXCHANGE TRADED F | 1,034,574 | $47.6m | 8.8% |
| SYFI AB ACTIVE ETFS INC | 1,243,510 | $44.4m | 8.2% |
| IJH J P MORGAN EXCHANGE TRADED F | 440,073 | $34.3m | 6.4% |
| JEPI J P MORGAN EXCHANGE TRADED F | 482,619 | $27.3m | 5.0% |
| FSCO FS CREDIT OPPORTUNITIES CORP | 4,848,488 | $24.2m | 4.5% |
| SDVY FIRST TR EXCHANGE TRADED FD | 501,563 | $21.6m | 4.0% |
| UCON FIRST TR EXCHNG TRADED FD VI | 859,217 | $21.4m | 4.0% |
| KNG FIRST TR EXCHANGE-TRADED FD | 420,348 | $21.2m | 3.9% |
| JGRO J P MORGAN EXCHANGE TRADED F | 208,278 | $20.5m | 3.8% |
| PYLD PIMCO ETF TR | 711,351 | $18.9m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1728657")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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