Mascagni Wealth Management, Inc. - Portfolio overview

Mascagni Wealth Management, Inc. has 142 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. ICVT - ISHARES CONVERTIBLE BOND ETF, 5.70%
  2. NVDA - NVIDIA CORP, 4.13%
  3. CGDV - CAPITAL GROUP DIVIDEND VALUE ETF, 3.95%

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

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