Wagner Wealth Management, LLC
CIK 0001728657 · GREENVILLE, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$540.6M
2026 Q2
Positions
282
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.1%
Est. Net Flow (Q)
—
2026 Q2
Portfolio Composition
Sector Allocation
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Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.