Wagner Wealth Management, Corp - Portfolio overview

Wagner Wealth Management, Corp has 103 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. FTCB - FIRST TR EXCHANGE-TRADED FD, 6.22%
  2. PYLD - PIMCO ETF TR, 6.13%
  3. UCON - FIRST TR EXCHNG TRADED FD VI, 3.17%

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

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