13F Insight
DOSSIER · 13F-HR · Q1 2026

Contango Wealth Management LLC

Contango Wealth's asset manager based in San Francisco, CA — $86M in tracked AUM across 52 positions as of Q1 2026.

CW
Contango Wealth·San Francisco, CA·Asset Manager
CIK 0002137383 · last filed Mar 31, 2026
Total AUM
$86M
▼ 14.0%
vs prior
Holdings
52
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Contango Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$12M18K13.6%
02
JCPB
J P MORGAN EXCHANGE TRADED F
$10M222K12.2%
03
DYNF
BLACKROCK ETF TRUST
$8M138K9.4%
04
TWLO
TWILIO INC
$5M40K5.8%
05
BRTR
BLACKROCK ETF TRUST II
$5M93K5.5%
06
JQUA
J P MORGAN EXCHANGE TRADED F
$4M66K4.7%
07
VOTE
TCW ETF TRUST
$4M50K4.5%
08
IVLU
ISHARES TR
$3M70K3.2%
09
JPEF
J P MORGAN EXCHANGE TRADED F
$3M39K3.2%
10
OEF
ISHARES TR
$2M6K2.3%

Filing history

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