Immaculate Wealth Management LLC - Portfolio overview

Immaculate Wealth Management LLC has 14 reported holdings in this dataset, with the latest filing dated 2026-05-29.

Its largest classified asset exposures are funds.

Largest reported holdings by portfolio allocation

1. PYLD - PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND, 16.50%
2. DGRO - ISHARES CORE DIVIDEND GROWTH ETF, 9.89%
3. HEFA - ISHARES CURRENCY HEDGED MSCI EAFE ETF, 9.17%

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

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