Wagner Wealth Management, Corp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$111.4M
Q ending 2026-03-31
Prior quarter
$101.3M
Q ending 2025-12-31
Change
+9.9% QoQ
Positions
103
reported holdings

Largest positions

Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
First Tr Exchange-Traded FdFTCBShares$6.9M331K
Pimco Etf TrPYLDShares$6.8M261K
First Tr Exchng Traded Fd ViUCONShares$3.5M142K
First Tr Exchng Traded Fd ViAFLGShares$3.5M90K
Invesco Exch Traded Fd Tr IiPIZShares$3.0M61K
Spdr Series TrustSPYMShares$3.0M39K
First Tr Exch Trd Alphdx FdFEMShares$2.8M92K
Microsoft CorpMSFTShares$2.8M7K
Dbx Etf TrDBEFShares$2.7M55K
Invesco Exch Traded Fd Tr IiQQQMShares$2.7M11K
First Tr Exchange Traded FdRDVYShares$2.5M37K
Invesco Exch Traded Fd Tr IiIPKWShares$2.4M43K
Ishares TrEEMShares$2.2M39K
Ishares TrIYZShares$2.1M54K
Fidelity Covington TrustFBCGShares$2.1M42K
Invesco Exch Trd Slf Idx FdBSCQShares$2.1M108K
Invesco Exch Trd Slf Idx FdBSCRShares$2.1M105K
First Tr Exchange-Traded FdFDLShares$2.0M40K
Ishares TrACWXShares$1.9M28K
Invesco Exch Trd Slf Idx FdBSCSShares$1.9M92K
Ishares TrIBBShares$1.8M11K
Apple IncAAPLShares$1.8M7K
Nvidia CorporationNVDAShares$1.8M10K
First Tr Exchange-Traded FdLMBSShares$1.7M35K
Invesco Exch Trd Slf Idx FdBSCTShares$1.7M91K
Ishares TrITAShares$1.7M8K
Ishares TrIEZShares$1.7M58K
First Tr Exchange Traded FdFTXLShares$1.3M9K
Invesco Exchange Traded Fd TXMHQShares$1.2M12K
First Tr Exchange Traded FdSDVYShares$1.2M30K
Spdr Series TrustSPYVShares$1.2M20K
Select Sector Spdr TrXLKShares$1.1M9K
Amazon Com IncAMZNShares$971K5K
Invesco Exch Trd Slf Idx FdBSJQShares$902K39K
Invesco Exch Trd Slf Idx FdBSJRShares$887K40K
First Tr Exchange-Traded FdEMLPShares$854K20K
Invesco Exch Trd Slf Idx FdBSJSShares$823K38K
Alphabet IncGOOGShares$815K3K
First Tr Exchange Traded FdFVShares$766K13K
First Tr Exchange Traded FdAIRRShares$761K7K
Chevron CorporationCVXShares$751K4K
Invesco Exch Trd Slf Idx FdBSJTShares$745K35K
Caterpillar IncCATShares$721K1K
Invesco Exchange Traded Fd TPDPShares$711K6K
Exxon Mobil CorpXOMShares$684K4K
Jpmorgan Chase & CoJPMShares$681K2K
Ishares TrEFAShares$627K6K
Ishares TrMUBShares$608K6K
Ishares TrSOXXShares$592K2K
Meta Platforms IncMETAShares$574K1K
Chubb Ltd SwitzShares$570K2K
Linde PlcShares$550K1K
Broadcom IncAVGOShares$548K2K
Johnson & JohnsonJNJShares$535K2K
Target CorpTGTShares$522K4K
T Rowe Price Etf IncTCHPShares$518K12K
Ishares TrIVEShares$512K2K
Atmos Energy CorpATOShares$511K3K
Archer Daniels Midland CoADMShares$509K7K
Walmart IncWMTShares$502K4K
Coca Cola CoKOShares$495K7K
Ishares TrIVVShares$493K754
Abbvie IncABBVShares$490K2K
Ishares TrIVWShares$478K4K
Nextera Energy IncNEEShares$474K5K
General Dynamics CorpGDShares$465K1K
Cardinal Health IncCAHShares$461K2K
Cincinnati Finl CorpCINFShares$457K3K
Emerson Elec CoEMRShares$450K3K
Ecolab IncECLShares$443K2K
Nucor CorpNUEShares$441K3K
Dover CorpDOVShares$435K2K
Expeditors Intl Wash IncEXPDShares$429K3K
Franklin Resources IncBENShares$429K18K
J P Morgan Exchange Traded FJGROShares$419K5K
Nordson CorpNDSNShares$413K2K
Ishares TrSGOVShares$409K4K
Ishares TrIGSBShares$406K8K
Stanley Black & Decker IncSWKShares$405K6K
Ishares TrHYGShares$402K5K
Ishares IncEUHYShares$399K8K
Ishares TrEMBShares$399K4K
Ishares IncGHYGShares$398K9K
C H Robinson Worldwide InCHRWShares$364K2K
Tesla IncTSLAShares$346K930
Visa IncVShares$306K1K
Carvana CoCVNAShares$305K969
Spdr Series TrustEBNDShares$304K15K
Ishares TrIJSShares$284K2K
Eli Lilly & CoLLYShares$264K287
Spdr Series TrustIBNDShares$260K8K
Bank America CorpBACShares$260K5K
First Tr Exchange-Traded FdHYLSShares$251K6K
First Tr Exch Traded Fd IiiFPEShares$249K14K
First Tr Exch Traded Fd IiiFEMBShares$246K9K
Mastercard IncorporatedMAShares$234K469
First Tr Exchange-Traded FdFCVTShares$232K5K
Invesco Exch Trd Slf Idx FdBSMSShares$219K9K
Pnc Finl Svcs Group IncPNCShares$218K1K
Invesco Exch Trd Slf Idx FdBSMRShares$216K9K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.