Foguth Wealth Management, LLC. - Portfolio overview

Foguth Wealth Management, LLC. has 183 reported holdings in this dataset, with the latest filing dated 2026-01-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. QQQM - INVESCO EXCH TRADED FD TR II, 5.60%
  2. DIVB - ISHARES TR, 4.11%
  3. SPY - SPDR S&P 500 ETF TR, 3.85%

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

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