Mascagni Wealth Management, Inc.: 13F holdings
CIK 20630742026Q2
| Positions | 142 |
|---|
| Reported value | $161.0m |
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| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 142 (+15 vs prior quarter) |
|---|
| Reported value | $161.0m (+14.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ICVT ISHARES CONVERTIBLE BOND ETF | 81,824 | $10.0m | 6.2% |
| NVDA NVIDIA CORP | 34,519 | $6.9m | 4.3% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 133,244 | $6.6m | 4.1% |
| XMHQ INVESCO S&P MIDCAP QUALITY ETF | 54,169 | $6.1m | 3.8% |
| AAPL APPLE INC COM | 20,077 | $5.8m | 3.6% |
| SPMO INVESCO S&P 500 MOMENTUM ETF | 34,854 | $5.6m | 3.5% |
| HYDB ISHARES HIGH YIELD BOND ETF | 97,118 | $4.5m | 2.8% |
| SCHF SCHWAB INTERNATIONAL EQUITY ETF | 156,841 | $4.3m | 2.7% |
| SMH VANECK SEMICONDUCTOR ETF | 6,207 | $4.1m | 2.5% |
| MSFT MICROSOFT CORP | 9,406 | $3.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063074")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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