Wagner Wealth Management, LLC Portfolio Holdings
Wagner Wealth Management, LLC
- $349 Million
- Q4 2025
Wagner Wealth Management, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $349 Million distributed in 266 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $40.4M, First Tr ETF Viii Tcw Unconstr with a value of $28.1M, Ft Cboe Vest S&P 500 Dividend with a value of $26M, J P Morgan Exchange Traded Fd with a value of $25.9M, and J P Morgan Exchange Traded Fd with a value of $25.5M.
Examining the 13F form we can see an increase of $22M in the current position value, from $327M to 349M.
Wagner Wealth Management, LLC is based out at Greenville, SC
Below you can find more details about Wagner Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 266
- Current Value $349 Million
- Prior Value $327 Million
- Filing
- Period Q4 2025
- Filing Date January 30, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 28 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks