Mascagni Wealth Management, Inc. Portfolio Holdings

Mascagni Wealth Management, Inc.

  • $117 Billion
  • Q2 2025

Mascagni Wealth Management, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Convertible Bond Et with a value of $6.28B, Invesco Exchange Traded Fd Tr with a value of $5.44B, Nvidia Corp with a value of $4.6B, Ishares Tr Edge High Yield Def with a value of $4.54B, and Microsoft Corp with a value of $4.28B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $101B to 117B.

Mascagni Wealth Management, Inc. is based out at Clinton, MS

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

Portfolio value $117 Billion
ETFs: $78 Billion
Technology: $17.7 Billion
Communication Services: $4.48 Billion
Consumer Cyclical: $2.23 Billion
Energy: $1.82 Billion
Financial Services: $1.52 Billion
Consumer Defensive: $1.33 Billion
Healthcare: $1.28 Billion
Other: $640 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $117 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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