Institutions / Mascagni Wealth Management, Inc.
Mascagni Wealth Management, Inc.
CIK 2063074 · Institution · as of Dec 31, 2025
Portfolio value
$134.17M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Convertible Bond ETF | $7.32M | 5.5% |
| NVIDIA Corp | $6.19M | 4.6% |
| Apple Inc. | $5.56M | 4.1% |
| Capital Group Dividend Value ETF | $5.49M | 4.1% |
| Invesco S&P Midcap Quality ETF | $5.19M | 3.9% |
| iShares High Yield Bond ETF | $4.83M | 3.6% |
| Microsoft Corp | $4.25M | 3.2% |
| Invesco S&P 500 Momentum ETF | $3.96M | 3.0% |
| Fidelity Total Bond Idx ETF | $2.96M | 2.2% |
| Capital Group Core Balanced ETF | $2.58M | 1.9% |
| Meta Platforms Inc | $2.50M | 1.9% |
| Invesco S&P Smallcap Momentum ETF | $2.25M | 1.7% |
| VanEck Semiconductor ETF | $2.23M | 1.7% |
| Capital Group U.S. Multi-Sector Income ETF | $2.19M | 1.6% |
| SPDR S&P 500 Growth ETF | $2.07M | 1.5% |
| Amazon.com Inc | $2.07M | 1.5% |
| Palantir Technologies Inc | $1.90M | 1.4% |
| Vanguard Mid-Cap Growth Index ETF | $1.76M | 1.3% |
| Schwab International Equity ETF | $1.67M | 1.2% |
| Broadcom Inc. | $1.66M | 1.2% |
| Vanguard Mid-Cap Index ETF | $1.65M | 1.2% |
| JPMorgan Active Value ETF | $1.55M | 1.2% |
| SPDR S&P 500 Index ETF | $1.55M | 1.2% |
| Vanguard Ftse Europe ETF | $1.51M | 1.1% |
| iShares S&P Small Cap ETF | $1.49M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.