Wick Capital Partners, LLC - Portfolio overview

Wick Capital Partners, LLC has 233 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 24.16%
2. VTI - VANGUARD INDEX FDS, 7.89%
3. IVVB - BLACKROCK ETF TRUST II, 6.39%

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

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