Schorn Wealth LLC: 13F holdings
CIK 17928512026Q2
| Positions | 80 |
|---|
| Reported value | $382.3m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 80 (+4 vs prior quarter) |
|---|
| Reported value | $382.3m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DGRW WISDOMTREE TR | 622,496 | $59.5m | 15.6% |
| FFEB FIRST TR EXCHNG TRADED FD VI | 497,888 | $30.4m | 7.9% |
| SMH VANECK ETF TRUST | 42,107 | $27.6m | 7.2% |
| VTIP VANGUARD MALVERN FDS | 506,031 | $25.4m | 6.6% |
| VRIG INVESCO ACTIVELY MANAGED EXC | 1,001,872 | $25.1m | 6.6% |
| TRPA HARTFORD FDS EXCHANGE TRADED | 641,399 | $24.9m | 6.5% |
| XLK SELECT SECTOR SPDR TR | 110,809 | $21.1m | 5.5% |
| EQWL INVESCO EXCHANGE TRADED FD T | 138,770 | $17.9m | 4.7% |
| FFLC FIDELITY COVINGTON TRUST | 281,873 | $16.6m | 4.3% |
| VTI ISHARES TR | 36,274 | $13.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1792851")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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