Wagner Wealth Management, Corp has filed its Form 13F-HR report with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing, signed by Kyle Wagner, the company's Chief Compliance Officer, lists a total of 127,779,557 shares held across 100 different positions.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which account for the majority of the total share count. Among the individual stock positions, the largest holdings include Apple Inc., with 4,940 shares; Visa Inc. Class A, with 833 shares; and Tesla Inc., with 787 shares. The filing indicates that all positions are held in a sole voting capacity.
- Top Individual Stock Holdings: Apple, Visa, Tesla, Microsoft, and Johnson & Johnson.
- Major ETF Holders: The portfolio includes significant stakes in the Invesco Exchange Traded Fund Series, the iShares Core Investment ETF, and the PIMCO Multi-Sector Bond ETF.
- Company Details: The filer is located at 314 S Main Street, Suite A, Conyngham, PA.
