account_balance
Investment manager · 13F filer · SEC CIK 1728657
Wagner Wealth Management, LLC
Reported value$541Mas of Jun 30, 2026
Positions282 22 new, 19 sold out
Top 10 weight52.1%JPIE alone is 9%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JPIEJ P Morgan Exchange Traded F
8.8%Added +14%
SYFIAb Active Etfs Inc
8.2%
JMEEJ P Morgan Exchange Traded F
6.4%Added +2%
JEPIJ P Morgan Exchange Traded F
5.0%Added +4%
FSCOFs Credit Opportunities Corp
4.5%Added +40%
SDVYFirst Tr Exchange Traded Fd
4.0%Added +3%
UCONFirst Tr Exchng Traded Fd Vi
4.0%Trimmed −17%
KNGFirst Tr Exchange-traded Fd
3.9%Trimmed −18%
JGROJ P Morgan Exchange Traded F
3.8%Added +7%
PYLDPimco ETF Tr
3.5%Added +354%
FIDFirst Tr Exchange Traded Fd
3.3%
RDVYFirst Tr Exchange Traded Fd
2.7%
JPIEJ P Morgan Exchange Traded F
8.8%Added +14%
SYFIAb Active Etfs Inc
8.2%
JMEEJ P Morgan Exchange Traded F
6.4%Added +2%
JEPIJ P Morgan Exchange Traded F
5.0%Added +4%
FSCOFs Credit Opportunities Corp
4.5%Added +40%
SDVY4.0%
UCON4.0%
KNG3.9%
JGRO3.8%
PYLD3.5%
FID3.3%
RDVY2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPIE J P Morgan Exchange Traded F 8.8% Added +14%
SYFI Ab Active Etfs Inc 8.2% Held
JMEE J P Morgan Exchange Traded F 6.4% Added +2%
JEPI J P Morgan Exchange Traded F 5.0% Added +4%
FSCO Fs Credit Opportunities Corp 4.5% Added +40%SDVY First Tr Exchange Traded Fd 4.0% Added +3%
UCON First Tr Exchng Traded Fd Vi 4.0% Trimmed −17%
KNG First Tr Exchange-traded Fd 3.9% Trimmed −18%
JGRO J P Morgan Exchange Traded F 3.8% Added +7%
PYLD Pimco ETF Tr 3.5% Added +354%
FID First Tr Exchange Traded Fd 3.3% Held
RDVY First Tr Exchange Traded Fd 2.7% Held
What changed