Foguth Wealth Management, LLC.

CIK

2016322

Location

BRIGHTON, MI

Portfolio Value

Micro $82,343,769

Diversification

Diversified

Filing Date

Global Rank

#6,086 / 8,605 ▲ 95 · as of Mar 2026

Top Industry

Semiconductors 15.5%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed Jun 1, 2026 · 38d

8 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.2%

SPY

+44.6%

Annualised alpha

+1.7%

Max drawdown

−16.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

−13.6 pts

Top 5

42.8%

−11.8 pts

Top 10

54.5%

−12.8 pts

HHI

542

Diversified−577

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$25,895,759	22
Unclassified	25.3%	$20,871,266	7
Consumer Cyclical	10.5%	$8,622,258	5
Consumer Defensive	6.6%	$5,429,447	8
Healthcare	5.4%	$4,485,068	9
Communication Services	5.4%	$4,445,891	7
Financial Services	5.1%	$4,210,697	10
Industrials	4.2%	$3,475,516	8
Energy	2.5%	$2,066,355	4
Basic Materials	2.1%	$1,731,950	2
Utilities	1.3%	$1,109,562	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	+16,834	56,232	$648,917
NVDA	Nvidia Corp	+9,645	40,579	$7,076,977
T	At&T Inc.	+7,635	21,753	$630,619
AAPL	Apple Inc.	+3,986	34,238	$8,689,262
CSCO	Cisco Systems, Inc.	+3,454	12,355	$958,624
PLTR	Palantir Technologies Inc.	+3,451	4,987	$729,498
NFLX	Netflix Inc	+2,303	4,862	$467,481
AMZN	Amazon Com Inc	+2,132	7,967	$1,659,287
SLV	iShares Silver Trust	+2,121	19,779	$1,347,741
WMT	Walmart Inc.	+1,943	12,143	$1,509,132
ASTS	AST SpaceMobile, Inc.	+1,923	10,099	$836,904
ABT	Abbott Laboratories	+1,655	3,690	$378,852
TSLA	Tesla, Inc.	+971	9,254	$3,440,174
NEE	Nextera Energy Inc	+810	3,900	$362,232
GOOGL	Alphabet Inc.	+607	5,293	$1,522,055
META	Meta Platforms, Inc.	+523	1,318	$754,067
SANA	Sana Biotechnology, Inc.	+429	10,831	$31,193
JPM	Jpmorgan Chase & Co	+330	2,419	$711,573
CAT	Caterpillar Inc	+305	750	$531,345
DIS	Walt Disney Co	+303	3,469	$334,342
KO	Coca Cola Co	+274	16,146	$1,227,903
IAU	Ishares Gold Trust	+253	15,544	$1,370,359
IBM	International Business Machines Corp	+236	2,603	$630,941
ORCL	Oracle Corp	+225	1,275	$187,565
DTE	Dte Energy Co	+146	5,111	$747,330
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−16,633	20,332	$13,222,712
DNP	Dnp Select Income Fund Inc	−4,431	82,618	$850,965
MCD	Mcdonalds Corp	−1,527	7,300	$2,268,767
PM	Philip Morris International Inc.	−743	2,055	$339,773
QQQ	Invesco Qqq Trust, Series 1	−452	4,934	$2,847,806
GLDM	World Gold Trust	−442	2,453	$227,368
ATKR	Atkore Inc.	−313	9,477	$558,290
AVGO	Broadcom Inc.	−296	1,970	$609,734
PG	PROCTER & GAMBLE Co	−293	3,376	$487,629
MO	Altria Group, Inc.	−268	5,009	$330,543
GLD	Spdr Gold Trust	−94	3,480	$1,497,409
UNH	Unitedhealth Group Inc	−88	661	$178,859
MSFT	Microsoft Corp	−42	7,159	$2,650,047
ROK	Rockwell Automation, Inc	−36	576	$206,714
TMUS	T-Mobile US, Inc.	−21	1,995	$419,009
LLY	ELI LILLY & Co	−20	659	$606,128
JNJ	Johnson & Johnson	−14	1,896	$463,458
ADP	Automatic Data Processing Inc	−9	1,167	$237,111
MRSH	Marsh & Mclennan Companies, Inc.	−7	2,472	$428,768
NSC	Norfolk Southern Corp	−5	847	$243,089
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
RPM	Rpm International Inc/De/	11,449	$1,138,030
TXN	Texas Instruments Inc	4,567	$886,637
LOW	Lowes Companies Inc	2,561	$605,113
AXON	Axon Enterprise, Inc.	1,205	$511,751
AMGN	Amgen Inc	1,448	$509,478
AFL	Aflac Inc	4,153	$455,625
SYK	Stryker Corp	1,284	$421,909
ABBV	AbbVie Inc.	1,691	$367,775
GBTC	Grayscale Bitcoin Trust ETF	6,783	$357,871
VZ	Verizon Communications Inc	6,341	$318,318
CRWD	CrowdStrike Holdings, Inc.	794	$309,985
MS	Morgan Stanley	1,848	$304,125
C	Citigroup Inc	2,204	$249,955
AMAT	Applied Materials Inc /De	685	$234,126
INTC	Intel Corp	5,079	$224,136
TSM	Taiwan Semiconductor Manufacturing Co Ltd	656	$221,695
UCTT	Ultra Clean Holdings, Inc.	3,460	$215,142
BAC	Bank Of America Corp /De/	4,369	$212,988
GEV	GE Vernova Inc.	241	$210,368
LRCX	Lam Research Corp	946	$202,122
MSTR	Strategy Inc	1,356	$169,228
PANW	Palo Alto Networks Inc	1,049	$168,175
TER	Teradyne, Inc	543	$160,977
ADI	Analog Devices Inc	485	$154,297
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,023	$514,210
SRE	Sempra	5,261	$464,493
ASML	Asml Holding NV	363	$388,359
GE	General Electric Co	675	$207,920
MELI	Mercadolibre Inc	103	$207,468
DIA	Spdr Dow Jones Industrial Average ETF Trust	429	$206,164
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $82,343,769 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	20,332	-16,633	$13,222,712	−47.5%	16.06%
AAPL	Apple Inc. Technology	Added	34,238	+3,986	$8,689,262	+5.7%	10.55%
NVDA	Nvidia Corp Technology	Added	40,579	+9,645	$7,076,977	+22.7%	8.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,254	+971	$3,440,174	−7.6%	4.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,934	-452	$2,847,806	−13.9%	3.46%
MSFT	Microsoft Corp Technology	Reduced	7,159	-42	$2,650,047	−23.9%	3.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	7,300	-1,527	$2,268,767	−15.9%	2.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,967	+2,132	$1,659,287	+23.2%	2.02%
WAT	Waters Corp /De/ Healthcare	Added	5,129	+15	$1,527,416	−21.4%	1.85%
GOOGL	Alphabet Inc. Communication Services	Added	5,293	+607	$1,522,055	+3.8%	1.85%
WMT	Walmart Inc. Consumer Defensive	Added	12,143	+1,943	$1,509,132	+32.8%	1.83%
GLD	Spdr Gold Trust	Reduced	3,480	-94	$1,497,409	+5.7%	1.82%
IAU	Ishares Gold Trust	Added	15,544	+253	$1,370,359	+10.4%	1.66%
SLV	iShares Silver Trust	Added	19,779	+2,121	$1,347,741	+18.5%	1.64%
KO	Coca Cola Co Consumer Defensive	Added	16,146	+274	$1,227,903	+10.7%	1.49%
RPM	Rpm International Inc/De/ Basic Materials	NEW	11,449	NEW	$1,138,030	NEW	1.38%
WM	Waste Management Inc Industrials	Added	4,886	+93	$1,122,753	+6.6%	1.36%
CSCO	Cisco Systems, Inc. Technology	Added	12,355	+3,454	$958,624	+39.8%	1.16%
TXN	Texas Instruments Inc Technology	NEW	4,567	NEW	$886,637	NEW	1.08%
DNP	Dnp Select Income Fund Inc Financial Services	Reduced	82,618	-4,431	$850,965	−2.1%	1.03%
ASTS	AST SpaceMobile, Inc. Technology	Added	10,099	+1,923	$836,904	+40.9%	1.02%
META	Meta Platforms, Inc. Communication Services	Added	1,318	+523	$754,067	+43.7%	0.92%
BX	Blackstone Inc. Financial Services	Added	6,512	+56	$748,814	−24.8%	0.91%
DTE	Dte Energy Co Utilities	Added	5,111	+146	$747,330	+16.7%	0.91%
PLTR	Palantir Technologies Inc. Technology	Added	4,987	+3,451	$729,498	+167.2%	0.89%
CVX	Chevron Corp Energy	Added	3,517	+37	$727,667	+37.2%	0.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,419	+330	$711,573	+5.7%	0.86%
F	Ford Motor Co Consumer Cyclical	Added	56,232	+16,834	$648,917	+25.5%	0.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	648	+56	$645,686	+26.5%	0.78%
IBM	International Business Machines Corp Technology	Added	2,603	+236	$630,941	−10.0%	0.77%
T	At&T Inc. Communication Services	Added	21,753	+7,635	$630,619	+79.8%	0.77%
AVGO	Broadcom Inc. Technology	Reduced	1,970	-296	$609,734	−22.3%	0.74%
LLY	ELI LILLY & Co Healthcare	Reduced	659	-20	$606,128	−16.9%	0.74%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	2,561	NEW	$605,113	NEW	0.73%
LIN	Linde PLC Basic Materials	Added	1,198	+17	$593,920	+17.9%	0.72%
MZTI	Marzetti Co Consumer Defensive	Added	4,181	+30	$578,357	−15.3%	0.70%
ATKR	Atkore Inc. Industrials	Reduced	9,477	-313	$558,290	−9.8%	0.68%
CAT	Caterpillar Inc Industrials	Added	750	+305	$531,345	+108.4%	0.65%
AXON	Axon Enterprise, Inc. Industrials	NEW	1,205	NEW	$511,751	NEW	0.62%
AMGN	Amgen Inc Healthcare	NEW	1,448	NEW	$509,478	NEW	0.62%
DTM	DT Midstream, Inc. Energy	Added	3,702	+131	$498,548	+16.7%	0.61%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,376	-293	$487,629	−7.3%	0.59%
ET	Energy Transfer LP Energy	Held	24,323	0	$469,433	+17.0%	0.57%
NFLX	Netflix Inc Communication Services	Added	4,862	+2,303	$467,481	+94.8%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	1,896	-14	$463,458	+17.2%	0.56%
AFL	Aflac Inc Financial Services	NEW	4,153	NEW	$455,625	NEW	0.55%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	2,472	-7	$428,768	−6.8%	0.52%
SYK	Stryker Corp Healthcare	NEW	1,284	NEW	$421,909	NEW	0.51%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	1,995	-21	$419,009	+2.4%	0.51%
ABT	Abbott Laboratories Healthcare	Added	3,690	+1,655	$378,852	+48.6%	0.46%