NAPA WEALTH MANAGEMENT - Portfolio overview

NAPA WEALTH MANAGEMENT has 148 reported holdings in this dataset, with the latest filing dated 2025-11-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PWS - PACER FDS TR, 4.44%
2. QQQM - INVESCO EXCH TRADED FD TR II, 4.15%
3. BOXX - EA SERIES TRUST, 3.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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