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Funds / Wagner Wealth Management, Corp
Institutional Fund

Wagner Wealth Management, Corp

Conyngham, PACIK 21098672 filings on record

Portfolio Value
$111.40M
Q1 2026
Holdings
103
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+9.9%
from $101.35M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • First Tr Exchange-Traded Fd6.2%
  • Pimco ETF Tr6.1%
  • First Tr Exchng Traded Fd Vi3.2%
  • First Tr Exchng Traded Fd Vi3.1%
  • Invesco Exch Traded Fd Tr II2.7%
  • Spdr Series Trust2.7%
  • Other76.0%

Portfolio Holdings

103 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1First Tr Exchange-Traded Fd330.7K$6.93M6.2%+135.8KAdded
2Pimco ETF Tr260.8K$6.83M6.1%+182.2KAdded
3First Tr Exchng Traded Fd Vi142.4K$3.53M3.2%+58.9KAdded
4First Tr Exchng Traded Fd Vi89.8K$3.46M3.1%+26.1KAdded
5Invesco Exch Traded Fd Tr II61.4K$3.04M2.7%+6.0KAdded
6Spdr Series Trust38.8K$2.97M2.7%+13.1KAdded
7First Tr Exch Trd Alphdx Fd92.3K$2.77M2.5%+92.3KNew
8Microsoft Corp7.5K$2.76M2.5%+101Added
9Dbx ETF Tr55.1K$2.72M2.4%+32.1KAdded
10Invesco Exch Traded Fd Tr II11.3K$2.69M2.4%+3.7KAdded

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