What does Mascagni Wealth Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Mascagni Wealth Management, Inc. 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES CONVERTIBLE BOND ETF

$8M81K5.9%

NVIDIA CORP

$6M34K4.3%

CAPITAL GROUP DIVIDEND VALUE ETF

$6M135K4.1%

INVESCO S&P MIDCAP QUALITY ETF

$6M55K4.1%

APPLE INC COM

$5M20K3.7%

ISHARES HIGH YIELD BOND ETF

$5M105K3.5%

INVESCO S&P 500 MOMENTUM ETF

$4M34K2.7%

SCHWAB INTERNATIONAL EQUITY ETF

$4M155K2.7%

MICROSOFT CORP

$3M9K2.5%

FIDELITY TOTAL BOND ETF

$3M63K2.0%

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