Mascagni Wealth Management, Inc. Reduced Holdings in Q2 2025

Mascagni Wealth Management, Inc.

  • $117 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-9.31K
- 68.34%
$54.28 - $67.95 $505K - $632K
4.31K $293M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.42K
- 26.64%
$162.76 - $195.77 $394K - $474K
6.66K $1.3B
IOO
Ishares Tr Global 100 ETF

ETFs
-2.83K
- 42.0%
$84.95 - $107.81 $240K - $305K
3.9K $421M
OEF
Ishares S&P 100 ETF

ETFs
-887
- 46.81%
N/A
1.01K $307M
CGUS
Capital Group Core Equity ETF
-7.75K
- 29.72%
$29.93 - $36.93 $232K - $286K
18.3K $677M
SPYG
Spdr Portfolio

ETFs
-6.38K
- 22.98%
$71.83 - $95.32 $459K - $609K
21.4K $2.04B
Capital Group Core Balanced ETF
-9.89K
- 12.85%
N/A
67.1K $2.24B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-2.39K
- 8.84%
$56.84 - $65.5 $136K - $157K
24.7K $1.62B
XOM
Exxon Mobil Corp

Energy
-18
- 0.21%
$99.93 - $119.04 $1.8K - $2.14K
8.62K $929M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.63K
- 8.96%
$90.56 - $109.49 $148K - $179K
16.6K $1.81B
XLE
Energy Sector Spdr

ETFs
-364
- 6.47%
$76.44 - $94.13 $27.8K - $34.3K
5.26K $446M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.8K
- 2.69%
$44.68 - $45.96 $80.5K - $82.8K
65.3K $2.99B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.25K
- 10.93%
$51.14 - $57.0 $64.1K - $71.5K
10.2K $581M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.2K
- 25.2%
$32.0 - $39.87 $70.5K - $87.9K
6.54K $261M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.63K
- 13.79%
$45.88 - $54.4 $74.9K - $88.8K
10.2K $555M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.01K
- 17.59%
$47.42 - $51.67 $47.8K - $52.1K
4.72K $240M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.77K
- 19.04%
$25.27 - $27.14 $44.6K - $47.9K
7.51K $204M
VHT
Vanguard Health Care ETF

ETFs
-23
- 1.39%
$236.71 - $261.92 $5.44K - $6.02K
1.63K $406M
JPIE
J P Morgan Exchange Traded Fd
-688
- 6.11%
$45.12 - $46.32 $31K - $31.9K
10.6K $490M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-1.67K
- 11.17%
$36.36 - $41.4 $60.6K - $69K
13.3K $549M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-420
- 12.95%
$86.58 - $104.98 $36.4K - $44.1K
2.82K $296M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-418
- 1.28%
$50.36 - $50.68 $21.1K - $21.2K
32.1K $1.63B
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-544
- 6.05%
$34.58 - $34.88 $18.8K - $19K
8.45K $295M
Jpmorgan U.S. Tech Leaders ETF
-1.24K
- 23.68%
N/A
3.99K $337M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-471
- 9.69%
$49.07 - $59.23 $23.1K - $27.9K
4.39K $260M
CADE
Cadence Bank

Financial Services
-1.32K
- 5.72%
$26.42 - $32.41 $34.9K - $42.8K
21.7K $695M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.76K
- 10.74%
$17.76 - $22.1 $120K - $149K
56.2K $1.24B
IBB
Ishares Biotechnology ETF

ETFs
-2
- 0.12%
$112.02 - $129.0 $224 - $258
1.62K $205M
TY
Tri Continental Corp

Financial Services
-270
- 4.07%
$27.37 - $31.84 $7.39K - $8.6K
6.36K $201M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-355
- 11.16%
$63.36 - $80.23 $22.5K - $28.5K
2.83K $227M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-659
- 11.73%
$42.95 - $53.21 $28.3K - $35.1K
4.96K $264M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-285
- 4.87%
$33.13 - $40.67 $9.44K - $11.6K
5.56K $226M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-345
- 14.4%
$416.06 - $551.64 $144K - $190K
2.05K $1.13B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-29
- 1.07%
$72.61 - $88.75 $2.11K - $2.57K
2.67K $237M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-79
- 1.87%
$71.86 - $82.66 $5.68K - $6.53K
4.15K $343M
CGXU
Capital Group Intl Focus Equit

ETFs
-714
- 4.41%
$21.44 - $27.35 $15.3K - $19.5K
15.5K $419M
GLD
Spdr Gold Trust

ETFs
-28
- 1.43%
$273.71 - $316.29 $7.66K - $8.86K
1.92K $586M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-151
- 1.42%
$114.78 - $133.31 $17.3K - $20.1K
10.5K $1.39B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-343
- 3.59%
$65.84 - $80.81 $22.6K - $27.7K
9.21K $738M
VIG
Vanguard Dividend Appreciation

ETFs
-28
- 0.41%
N/A
6.87K $1.41B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-195
- 9.75%
$141.37 - $228.57 $27.6K - $44.6K
1.81K $409M
Roundhill Magnificent Seven ETF
-279
- 2.54%
N/A
10.7K $593M
VO
Vanguard Mid Cap ETF

ETFs
-100
- 1.65%
$228.54 - $279.83 $22.9K - $28K
5.97K $1.67B
VUG
Vanguard Growth ETF

ETFs
-122
- 5.05%
$329.49 - $438.4 $40.2K - $53.5K
2.3K $1.01B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-54
- 2.44%
$320.42 - $424.58 $17.3K - $22.9K
2.16K $917M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.28K
- 17.5%
$179.95 - $278.88 $230K - $356K
6.02K $1.68B
NFLX
Netflix Inc

Communication Services
-129
- 13.48%
$855.86 - $1339.13 $110K - $173K
828 $1.11B
VOT
Vanguard Mid Cap Growth Index

ETFs
-121
- 1.82%
$216.28 - $284.39 $26.2K - $34.4K
6.54K $1.86B
AVGO
Broadcom Inc.

Technology
-55
- 1.16%
$146.29 - $275.65 $8.05K - $15.2K
4.69K $1.29B
Activity Summary
Buys All Purchases 61 New Holdings 16 Increased Positions 45 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mascagni Wealth Management, Inc. Portfolio

Follow Mascagni Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascagni Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mascagni Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email