Wagner Wealth Management, Corp

CIK: 0002109867Latest portfolio: $101.3M · Q4 2025

Holdings

114

Total Value

$101.3M

New Positions

114

Closed Positions

0

#StockSharesValue% PortfolioType
1
FTCBFIRST TR EXCHANGE-TRADED FD
194,878$4.1M4.08%
2
MSFTMICROSOFT CORP
7,349$3.6M3.51%
3
SPYVSPDR SERIES TRUST
56,101$3.2M3.14%
4
PIZINVESCO EXCH TRADED FD TR II
55,450$2.7M2.68%
5
AFLGFIRST TR EXCHNG TRADED FD VI
63,704$2.5M2.46%
6
LMBSFIRST TR EXCHANGE-TRADED FD
42,153$2.1M2.08%
7
UCONFIRST TR EXCHNG TRADED FD VI
83,526$2.1M2.07%
8
PYLDPIMCO ETF TR
78,571$2.1M2.07%
9
SPYMSPDR SERIES TRUST
25,655$2.1M2.03%
10
AAPLAPPLE INC
7,178$2.0M1.93%
11
QQQMINVESCO EXCH TRADED FD TR II
7,653$1.9M1.91%
12
BSCQINVESCO EXCH TRD SLF IDX FD
97,577$1.9M1.88%
13
FAIFIRST TR EXCHANGE TRADED FD
30,134$1.9M1.87%
14
NVDANVIDIA CORPORATION
10,051$1.9M1.85%
15
RDVYFIRST TR EXCHANGE TRADED FD
26,289$1.8M1.80%
16
BSCRINVESCO EXCH TRD SLF IDX FD
89,271$1.8M1.74%
17
PDPINVESCO EXCHANGE TRADED FD T
14,467$1.7M1.66%
18
ITA*ISHARES TR
7,657$1.6M1.62%
19
IYZISHARES TR
47,474$1.6M1.59%
20
IFVFIRST TR EXCHANGE TRADED FD
63,644$1.6M1.56%
21
FBCGFIDELITY COVINGTON TRUST
28,380$1.6M1.54%
22
IAIISHARES TR
8,596$1.5M1.52%
23
IYCISHARES TR
14,583$1.5M1.48%
24
FTXLFIRST TR EXCHANGE TRADED FD
10,787$1.4M1.38%
25
SLVISHARES SILVER TR
20,675$1.3M1.31%

Sector Breakdown

Financial Services0.0% ($4.13731872716249e+236T)
Technology0.0% ($3554195118741.3T)
Industrials0.0% ($779509489484.5T)
Unknown0.0% ($18961643964.5T)
Healthcare0.0% ($611570472.5T)
Consumer Cyclical0.0% ($1.1T)
Communication Services0.0% ($866.7B)
Basic Materials0.0% ($542.5B)
Consumer Defensive0.0% ($530.5B)
Utilities0.0% ($457.4B)
Energy0.0% ($233K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$101.3M114

Fund Information

CIK0002109867
Most Recent FilingFeb 12, 2026
Number of Filings1

Wagner Wealth Management, Corp 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 $101.3M across 114 holdings. The largest position is FIRST TR EXCHANGE-TRADED FD (FTCB), representing 4.1% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.