Long-term investor
Wagner Wealth Management, Corp. @wagnerwealthmanagementco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109867).
Record
- Tracked since 2025-12-31 (250 days), 104 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PYLD · 6.0% · long · since 2025-12-31
- FTCB · 5.9% · long · since 2025-12-31
- AFLG · 3.3% · long · since 2025-12-31
- UCON · 3.0% · long · since 2025-12-31
- SPYM · 2.9% · long · since 2025-12-31
- QQQM · 2.9% · long · since 2025-12-31
- PIZ · 2.8% · long · since 2025-12-31
- DBEF · 2.6% · long · since 2025-12-31
- RDVY · 2.6% · long · since 2025-12-31
- PIE · 2.5% · long · since 2026-06-30
- EEM · 2.3% · long · since 2025-12-31
- FBCG · 2.2% · long · since 2025-12-31