CIK 1728657
Wagner Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
266
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 266
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR II | 56K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| RY | ROYAL BK CDA | 7K | $1M+ | SH |
| ROUS | LATTICE STRATEGIES TR | 20K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 9K | $1M+ | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 11K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 17K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| SO | SOUTHERN CO | 10K | $500K+ | SH |
| IJK | ISHARES TR | 8K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 12K | $500K+ | SH |
| MGV | VANGUARD WORLD FD | 5K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| PHB | INVESCO EXCH TRADED FD TR II | 37K | $500K+ | SH |
| NOBL | PROSHARES TR | 7K | $500K+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 16K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 13K | $500K+ | SH |
| FRA | BLACKROCK FLOATING RATE INCO | 56K | $500K+ | SH |
| PGX | INVESCO EXCH TRADED FD TR II | 57K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 616 | $500K+ | SH |
| TRGP | TARGA RES CORP | 3K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| FDM | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 411 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 722 | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| SFST | SOUTHERN FIRST BANCSHARES | 8K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 662 | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 19K | $100K–$500K | SH |
| IDLV | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 736 | $100K–$500K | SH |
| IJJ | ISHARES TR | 3K | $100K–$500K | SH |
| AEE | AMEREN CORP | 3K | $100K–$500K | SH |
| FEMB | FIRST TR EXCH TRADED FD III | 12K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |