Mascagni Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationclinton, MS
- Num holdings
124
- Value ($000)
$129,397
- Date Filed10/15/2025
- Form type13F-HR
- CIK0002063074
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES CONVERTIBLE BOND ETF | ETF | 46435G102 | $7.25M | 6 % | 72,453 | ||
NVIDIA CORP | STOCK | 67066G104 | $5.61M | 4 % | 30,068 | ||
INVESCO S&P MIDCAP QUALITY ETF | ETF | 46137V472 | $5.36M | 4 % | 51,036 | ||
APPLE INC COM | STOCK | 037833100 | $5.15M | 4 % | 20,217 | ||
ISHARES HIGH YIELD BOND ETF | ETF | 46435G250 | $4.71M | 4 % | 98,398 | ||
CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $4.59M | 4 % | 109,211 | ||
MICROSOFT CORP | STOCK | 594918104 | $4.5M | 4 % | 8,698 | ||
INVESCO S&P 500 MOMENTUM ETF | ETF | 46138E339 | $3.35M | 3 % | 27,686 | ||
FIDELITY TOTAL BOND IDX ETF | ETF | 316188309 | $2.95M | 2 % | 63,886 | ||
META PLATFORMS INC CL A | STOCK | 30303M102 | $2.74M | 2 % | 3,730 |
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