Wagner Wealth Management
$541M 13F equity value
301 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Wagner Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | 1,034,574 | $48M | 8.8% |
| SYFI | AB ACTIVE ETFS INC | 1,243,510 | $44M | 8.2% |
| JMEE | J P MORGAN EXCHANGE TRADED F | 440,073 | $34M | 6.4% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 482,619 | $27M | 5.0% |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 4,848,488 | $24M | 4.5% |
| SDVY | FIRST TR EXCHANGE TRADED FD | 501,563 | $22M | 4.0% |
| UCON | FIRST TR EXCHNG TRADED FD VI | 859,217 | $21M | 4.0% |
| KNG | FIRST TR EXCHANGE-TRADED FD | 420,348 | $21M | 3.9% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 208,278 | $21M | 3.8% |
| PYLD | PIMCO ETF TR | 711,351 | $19M | 3.5% |
Track Wagner Wealth Management's 13F portfolio: $541M in reported holdings, 301 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}