Wagner Wealth Management, LLC - Portfolio overview

Wagner Wealth Management, LLC has 291 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SYFI - AB ACTIVE ETFS INC, 8.84%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 8.39%
3. JMEE - J P MORGAN EXCHANGE TRADED F, 5.79%

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

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