Foguth Wealth Management, LLC.
Top Portfolio Positions
84 positions ·
$82,343,769 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
20,332 | $13,222,712 | 16.06% | |
| AAPL |
Apple Inc.
Technology
|
34,238 | $8,689,262 | 10.55% | |
| NVDA |
Nvidia Corp
Technology
|
40,579 | $7,076,977 | 8.59% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,254 | $3,440,174 | 4.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,934 | $2,847,806 | 3.46% | |
| MSFT |
Microsoft Corp
Technology
|
7,159 | $2,650,047 | 3.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
7,300 | $2,268,767 | 2.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,967 | $1,659,287 | 2.02% | |
| WAT |
Waters Corp /De/
Healthcare
|
5,129 | $1,527,416 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,293 | $1,522,055 | 1.85% |
Portfolio Trend
Holdings in STKE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $17,914 | 11,709 | Shares | Sole | 2026-01-05 | |
| 2026-03-31 | $11,533 | 11,709 | Shares | Sole | 2026-06-01 | |
| No 13F history on record for this holder in this stock. | ||||||