Foguth Wealth Management, LLC.

CIK: 0002016322Latest portfolio: $645.1M · Q4 2025

Holdings

175

Total Value

$645.1M

New Positions

175

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
QQQMINVESCO EXCH TRADED FD TR II
145,552$36.7M5.70%+40K
2
DIVBISHARES TR
504,245$27.0M4.18%-9,918
3
SPYSPDR S&P 500 ETF TR
36,965$25.3M3.91%-5,239
4
XLKSELECT SECTOR SPDR TR
173,275$25.0M3.88%+148K
5
QYLDGLOBAL X FDS
1,244,664$22.0M3.41%-475,844
6
SPYVSPDR SERIES TRUST
381,304$21.7M3.37%+112K
7
AGGISHARES TR
204,503$20.4M3.17%+12K
8
MOATVANECK ETF TRUST
176,868$18.3M2.84%-76,714
9
SPSMSPDR SERIES TRUST
357,830$16.9M2.62%+107K
10
SPYGSPDR SERIES TRUST
152,437$16.3M2.52%+46K
11
PJFVPGIM ETF TR
187,635$15.7M2.43%NEW
12
XLUSELECT SECTOR SPDR TR
354,482$15.3M2.37%+263K
13
JANPPGIM ROCK ETF TR
399,843$13.1M2.03%NEW
14
PBJLPGIM ROCK ETF TR
431,350$12.9M2.00%NEW
15
PBOCPGIM ROCK ETF TR
432,355$12.6M1.96%NEW
16
PBQQPGIM ROCK ETF TR
429,134$12.4M1.92%NEW
17
JUNPPGIM ROCK ETF TR
391,332$12.0M1.86%NEW
18
XLCSELECT SECTOR SPDR TR
101,483$11.9M1.84%+66K
19
JEPIJ P MORGAN EXCHANGE TRADED F
197,028$11.3M1.75%+43K
20
LQDISHARES TR
90,829$10.0M1.55%+4K
21
KNGFIRST TR EXCHANGE-TRADED FD
197,740$9.8M1.51%-129,791
22
SDIVGLOBAL X FDS
395,917$9.6M1.49%-140,359
23
OMFLINVESCO EXCH TRD SLF IDX FD
151,824$9.4M1.45%+97K
24
SPHDINVESCO EXCH TRADED FD TR II
185,506$8.9M1.39%+68K
25
AAPLAPPLE INC
30,252$8.2M1.27%+10K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SPYV381K+112K
SPSM358K+107K
SPHD186K+68K
XLE177K+64K
XLRE187K+56K
AIQ86K+51K
SPYG152K+46K
JEPI197K+43K
XLF146K+40K
QQQM146K+40K

Decreased Positions

NameSharesChange
QYLD1.2M-475844
QCJA10K-236966
DOCT117K-170126
FJAN126K-167959
XFEB114K-159361
SDIV396K-140359
KNG198K-129791
MOAT177K-76714
UFIV110K-14726
UTEN105K-11888

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($1.3078129261261313e+60T)
Technology0.0% ($8.198584134051163e+33T)
Industrials0.0% ($104663029726624.5T)
Consumer Defensive0.0% ($11501097683520.5T)
Communication Services0.0% ($1476998517402.4T)
Healthcare0.0% ($195373339.5T)
Consumer Cyclical0.0% ($362826.8T)
Energy0.0% ($542.4T)
Utilities0.0% ($647.5B)
Basic Materials0.0% ($506K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 5, 2026$645.1M175
Q2 2025Jul 22, 2025$467.4B139
Q1 2025May 15, 2025$412.1B149

Fund Information

CIK0002016322
Most Recent FilingJan 5, 2026
Number of Filings3

Foguth Wealth Management, LLC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $645.1M across 175 holdings. The largest position is INVESCO EXCH TRADED FD TR II (QQQM), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 43 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.