Foguth Wealth Management, Llc. Portfolio Holdings

Foguth Wealth Management, Llc.

  • $412 Billion
  • Q1 2025

Foguth Wealth Management, Llc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $412 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr U S Divid & Buyback with a value of $31.2B, Spdr S&P 500 ETF Trust with a value of $28.8B, Vaneck Morningstar Wide Moat E with a value of $26.8B, Spdr Portfolio S&P 500 Value E with a value of $24.3B, and Ishares Core U.S. Aggregate Bo with a value of $23.8B.

Examining the 13F form we can see an increase of $30.2B in the current position value, from $382B to 412B.

Foguth Wealth Management, Llc. is based out at Brighton, MI

Below you can find more details about Foguth Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $412 Billion
ETFs: $328 Billion
Technology: $6.11 Billion
Consumer Cyclical: $5.14 Billion
Consumer Defensive: $3.28 Billion
Healthcare: $3.18 Billion
Financial Services: $3.05 Billion
Communication Services: $2.33 Billion
Industrials: $2.07 Billion
Other: $1.83 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$923 Million 0.22% of portfolio
93,326
Q1 2025 Reduced 10.86%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $412 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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