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Foguth Wealth Management - Q1 2026 13F Filings

FO

Foguth Wealth Management, Llc.

CIK: 0002016322
Address: Michigan Brighton 325 W. Main St.
$857.26 M
Portfolio Value
211
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 06/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. SPYI Neos S&P 500 High Income Etf
+$59.07 M
2. TLTW Ishares 20+ Bond Buywrite
+$49.42 M
3. JEPI Jpmorgan Equity Premium Income Etf
+$40.49 M
4. SDIV Global X Superdividend Etf
+$21.84 M
5. QQQI Neos Nasdaq 100 High Income Etf
+$20.97 M

Top Sells

Q1 2026
1. MOAT Vaneck Morningstar Wide Moat Etf
−$16.18 M
2. QQQM Invesco Nasdaq 100 Etf
−$15.29 M
3. SPY Spdr S&P 500 Etf Trust
−$12.58 M
4. PBQQ Pgim Laddered Nasdaq-100 Buffer 12 Etf
−$12.45 M
5. DIVB Ishares Core Dividend Etf
−$11.65 M

Asset Allocation

Stocks/ETFs
+37.05%
$857.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Foguth Wealth Management Q1 2026 Filing Summary

Foguth Wealth Management, Llc. filed its 13F report for Q1 2026 on June 01, 2026. The portfolio totaled 857.26 M reflecting a +32.88% change from the prior quarter, spanning 211 assets. The top 10 holdings comprised 42.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 56 new positions and 10 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Foguth Wealth Management’s Q1 2026 Filing

Foguth Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 06/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Foguth Wealth Management reported a managed portfolio value of 857.26 M, consisting of 211 individual positions.

This page displays the raw filing documents. To see which stocks Foguth Wealth Management bought or sold during Q1 2026, please visit Foguth Wealth Management's Portfolio Analysis page.