Foguth Wealth Management, LLC.: 13F holdings
CIK 20163222026Q2
| Positions | 213 |
|---|---|
| Reported value | $878.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JEPI J P MORGAN EXCHANGE TRADED F | 998,741 | $56.3m | 6.4% |
| NEOS ETF TRUST | 1,010,999 | $53.6m | 6.1% |
| NEOS ETF TRUST | 735,478 | $39.9m | 4.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 137,553 | $39.4m | 4.5% |
| ISHARES TR | 1,506,792 | $32.7m | 3.7% |
| SPYG SPDR SERIES TRUST | 261,755 | $30.5m | 3.5% |
| XLK SELECT SECTOR SPDR TR | 166,200 | $29.2m | 3.3% |
| ISHARES TR | 352,106 | $22.4m | 2.5% |
| SPYV SPDR SERIES TRUST | 348,042 | $21.4m | 2.4% |
| PGIM ETF TR | 210,432 | $20.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2016322")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.