Mascagni Wealth Management, Inc. Reduced Holdings in Q3 2025

Mascagni Wealth Management, Inc.

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Jpmorgan Hedged Equity Laddered Overlay ETF
-6.78K
- 33.53%
N/A
13.4K $874M
CGUS
Capital Group Core Equity ETF
-11K
- 60.2%
$36.89 - $39.72 $407K - $439K
7.3K $289M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.03K
- 18.29%
$108.46 - $120.63 $329K - $366K
13.5K $1.61B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.26K
- 29.17%
$85.01 - $90.35 $107K - $113K
3.05K $272M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.02K
- 19.74%
$53.81 - $57.52 $108K - $116K
8.19K $471M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.32K
- 7.8%
$98.53 - $107.1 $425K - $462K
51K $5.36B
VBR
Vanguard Small Cap Value ETF

ETFs
-745
- 11.18%
$195.41 - $212.37 $146K - $158K
5.92K $1.24B
Jpmorgan U.S. Tech Leaders ETF
-929
- 23.3%
N/A
3.06K $281M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-931
- 9.11%
$55.61 - $57.37 $51.8K - $53.4K
9.29K $530M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.91K
- 7.74%
$64.75 - $69.05 $124K - $132K
22.8K $1.57B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.41K
- 2.17%
$45.26 - $46.63 $64K - $65.9K
63.9K $2.95B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-677
- 2.11%
$50.47 - $50.74 $34.2K - $34.4K
31.5K $1.6B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-428
- 15.16%
$105.03 - $112.54 $45K - $48.2K
2.4K $264M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-503
- 6.0%
$67.48 - $71.55 $33.9K - $36K
7.87K $558M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-675
- 14.84%
$70.51 - $77.82 $47.6K - $52.5K
3.88K $300M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.09K
- 19.6%
$40.68 - $46.33 $44.3K - $50.5K
4.47K $203M
DIS
Walt Disney CO

Communication Services
-34
- 1.7%
$112.25 - $124.0 $3.82K - $4.22K
1.97K $225M
VHT
Vanguard Health Care ETF

ETFs
-140
- 8.57%
$239.12 - $259.95 $33.5K - $36.4K
1.49K $388M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-330
- 2.46%
$76.16 - $78.59 $25.1K - $25.9K
13.1K $1.02B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-588
- 8.98%
$52.12 - $55.33 $30.6K - $32.5K
5.96K $330M
OEF
Ishares S&P 100 ETF

ETFs
-123
- 12.2%
N/A
885 $295M
JPIE
J P Morgan Exchange Traded Fd
-260
- 2.46%
$46.01 - $46.55 $12K - $12.1K
10.3K $479M
VOT
Vanguard Mid Cap Growth Index

ETFs
-246
- 3.76%
$282.75 - $294.19 $69.6K - $72.4K
6.3K $1.85B
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-107
- 2.16%
$49.34 - $53.96 $5.28K - $5.77K
4.85K $254M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-232
- 8.68%
$87.69 - $96.0 $20.3K - $22.3K
2.44K $230M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-200
- 10.08%
$111.77 - $121.28 $22.4K - $24.3K
1.78K $215M
VFH
Vanguard Financial ETF

ETFs
-113
- 5.52%
$125.23 - $132.78 $14.2K - $15K
1.93K $254M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-432
- 10.02%
$68.27 - $75.58 $29.5K - $32.7K
3.88K $288M
VB
Vanguard Small Cap ETF

ETFs
-206
- 7.21%
$237.58 - $259.17 $48.9K - $53.4K
2.65K $675M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-264
- 3.52%
$26.88 - $27.78 $7.1K - $7.33K
7.24K $201M
UNP
Union Pacific Corp

Industrials
-47
- 3.3%
$214.91 - $237.16 $10.1K - $11.1K
1.38K $326M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-95
- 4.85%
$121.81 - $137.24 $11.6K - $13K
1.86K $246M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-123
- 10.18%
$284.45 - $324.95 $35K - $40K
1.09K $347M
CSX
Csx Corp

Industrials
-638
- 6.66%
$32.05 - $36.52 $20.4K - $23.3K
8.94K $317M
VO
Vanguard Mid Cap ETF

ETFs
-261
- 4.37%
$279.83 - $293.74 $73K - $76.7K
5.71K $1.68B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-259
- 6.24%
$82.29 - $90.77 $21.3K - $23.5K
3.89K $352M
TY
Tri Continental Corp

Financial Services
-159
- 2.5%
$31.7 - $34.11 $5.04K - $5.42K
6.2K $211M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-165
- 3.49%
$50.7 - $54.86 $8.37K - $9.05K
4.56K $250M
SQ
Block, Inc.

Technology
-50
- 1.49%
N/A
3.32K $240M
IBB
Ishares Biotechnology ETF

ETFs
-115
- 7.11%
$127.63 - $144.37 $14.7K - $16.6K
1.5K $217M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15
- 0.54%
$72.65 - $78.68 $1.09K - $1.18K
2.74K $214M
XLU
Utilities Sector Spdr

ETFs
-151
- 2.96%
$81.14 - $87.32 $12.3K - $13.2K
4.94K $431M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-229
- 3.5%
$39.37 - $44.24 $9.02K - $10.1K
6.31K $276M
PEP
Pepsico Inc

Consumer Defensive
-19
- 0.85%
$133.81 - $152.16 $2.54K - $2.89K
2.22K $311M
XLE
Energy Sector Spdr

ETFs
-65
- 1.24%
$84.25 - $91.99 $5.48K - $5.98K
5.2K $464M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-414
- 3.96%
$132.9 - $142.03 $55K - $58.8K
10.1K $1.42B
VIG
Vanguard Dividend Appreciation

ETFs
-186
- 2.71%
N/A
6.69K $1.44B
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.53%
$620.67 - $670.08 $3.1K - $3.35K
933 $624M
Roundhill Magnificent Seven ETF
-759
- 7.1%
N/A
9.93K $644M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 56 Reductions 56 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