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Filers›Asset Manager›Foguth Wealth Management, LLC.
DOSSIER · 13F-HR · Q1 2026

Foguth Wealth Management, LLC.

Foguth Wealth's asset manager based in Stamford, CT — $857M in tracked AUM across 211 positions as of Q1 2026.

FW
Foguth Wealth·Stamford, CT·Asset Manager
CIK 0002016322 · last filed Mar 31, 2026
Total AUM
$857M
▲ 16.7%
vs prior
Holdings
211
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
44% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Foguth 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
SPYI
NEOS ETF TRUST
$65M1.2M7.6%
02
JEPI
J P MORGAN EXCHANGE TRADED F
$52M920K6.0%
03
TLTW
ISHARES TR
$49M2.2M5.8%
04
QYLD
GLOBAL X FDS
$38M2.1M4.4%
05
SDIV
GLOBAL X FDS
$32M1.3M3.7%
06
QQQM
INVESCO EXCH TRADED FD TR II
$29M95K3.4%
07
QQQI
NEOS ETF TRUST
$28M486K3.2%
08
XLK
SELECT SECTOR SPDR TR
$27M143K3.2%
09
SPYG
SPDR SERIES TRUST
$24M194K2.7%
10
SPYV
SPDR SERIES TRUST
$20M328K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Foguth
haiku-4-5 · 211 positions indexed
Sector mix
  • Tech44%
  • Financials8%
  • Health Care9%
  • Cons. Disc.6%
  • Industrials24%
  • Energy17%
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