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WOLFF WIESE MAGANA LLC

Q2 2026 13F filing

Updated 59 days ago

1,027 disclosed positions worth $217.5M

Portfolio value
$217.5M
Total holdings
1,027
New positions
78
Closed positions
34
Increased
155
Decreased
148
Turnover
10.9%
Filed
2026-07-13

Full holdings

Every line item disclosed in Q2 2026

M
1.MU

MICRON TECHNOLOGY INC

-1.9%
Value
$9.4M
Shares
8.1K
% Port
4.32%
N

NVIDIA CORPORATION

-8.9%
Value
$7.2M
Shares
36.2K
% Port
3.33%
A

APPLE INC

+30.4%
Value
$6.2M
Shares
21.6K
% Port
2.87%
E

ISHARES TR

+1.0%
Value
$5.9M
Shares
40.0K
% Port
2.73%
C

CISCO SYS INC

+12.4%
Value
$5.8M
Shares
49.1K
% Port
2.65%
A

BROADCOM INC

-2.5%
Value
$5M
Shares
13.3K
% Port
2.31%
A

ABBVIE INC

-3.8%
Value
$4.6M
Shares
18.3K
% Port
2.11%
M

MICROSOFT CORP

-2.4%
Value
$4.5M
Shares
12.2K
% Port
2.09%
V

VANGUARD INDEX FDS

+7.3%
Value
$4.5M
Shares
46.8K
% Port
2.08%
V
10.V

VISA INC

-3.0%
Value
$4.4M
Shares
12.8K
% Port
2.02%
V
11.VGES

VANGUARD INDEX FDS

+12.5%
Value
$4.3M
Shares
6.2K
% Port
1.97%
J

JPMORGAN CHASE & CO

-1.2%
Value
$4M
Shares
12.2K
% Port
1.84%
A
13.AMGN

AMGEN INC

-1.4%
Value
$4M
Shares
10.9K
% Port
1.82%
D
14.DOC

HEALTHPEAK PROPERTIES INC

-1.4%
Value
$3.7M
Shares
174.7K
% Port
1.72%
E
15.ETHA

ISHARES TR

-0.6%
Value
$3.4M
Shares
22.0K
% Port
1.58%
R
16.RTX

RTX CORPORATION

-3.0%
Value
$3.3M
Shares
17.5K
% Port
1.52%
A
17.AMZN

AMAZON COM INC

-1.7%
Value
$3.3M
Shares
13.7K
% Port
1.51%
M

MORGAN STANLEY

-1.1%
Value
$3.3M
Shares
15.6K
% Port
1.50%
L
19.LLY

ELI LILLY & CO

-1.6%
Value
$3M
Shares
2.5K
% Port
1.39%
Q
20.QCOM

QUALCOMM INC

+11.6%
Value
$2.9M
Shares
15.9K
% Port
1.36%
A
21.AMAT

APPLIED MATLS INC

-2.2%
Value
$2.9M
Shares
4.0K
% Port
1.33%
A
22.AMD

ADVANCED MICRO DEVICES INC

-12.2%
Value
$2.8M
Shares
4.9K
% Port
1.31%
H

HUNTINGTON BANCSHARES INC

-1.2%
Value
$2.7M
Shares
154.6K
% Port
1.26%
W
24.WMT

WALMART INC

-6.2%
Value
$2.6M
Shares
22.9K
% Port
1.19%
K
25.KO

COCA COLA CO

-0.8%
Value
$2.6M
Shares
31.9K
% Port
1.19%
P
26.PEP

PEPSICO INC

-1.7%
Value
$2.5M
Shares
18.3K
% Port
1.14%
G

ALPHABET INC

-8.2%
Value
$2.4M
Shares
6.8K
% Port
1.11%
E
28.ETHA

ISHARES TR

+11.9%
Value
$2.4M
Shares
24.5K
% Port
1.09%
M
29.MRK

MERCK & CO INC

-4.2%
Value
$2.4M
Shares
18.4K
% Port
1.09%
?
30.N/A

FIRST TR EXCHNG TRADED FD VI

Unchanged
Value
$2.3M
Shares
83.9K
% Port
1.08%
U
31.UNP

UNION PAC CORP

-1.4%
Value
$2.3M
Shares
8.6K
% Port
1.08%
D

DUKE ENERGY CORP NEW

-0.3%
Value
$2.3M
Shares
18.3K
% Port
1.06%
K
33.KLAC

KLA CORP

+866.4%
Value
$2.3M
Shares
7.6K
% Port
1.06%
H
34.HD

HOME DEPOT INC

-0.3%
Value
$2.3M
Shares
6.5K
% Port
1.05%
E
35.ETHA

ISHARES TR

+7.9%
Value
$2.2M
Shares
28.6K
% Port
1.01%
I
36.IBM

INTERNATIONAL BUSINESS MACHS

+242.5%
Value
$2.2M
Shares
7.7K
% Port
1.00%
S

SCHWAB CHARLES CORP

-0.3%
Value
$2.1M
Shares
22.5K
% Port
0.95%
F
38.FPF

FIRST TR EXCHNG TRADED FD VI

+1.3%
Value
$2.1M
Shares
56.4K
% Port
0.95%
G
39.GLD

SPDR GOLD TR

-2.4%
Value
$2M
Shares
5.5K
% Port
0.94%
G
40.GLW

CORNING INC

+1666.7%
Value
$2M
Shares
8.0K
% Port
0.93%
S
41.SPY

STATE STR SPDR S&P 500 ETF T

-0.2%
Value
$1.9M
Shares
2.6K
% Port
0.88%
P
42.PANW

PALO ALTO NETWORKS INC

-1.1%
Value
$1.9M
Shares
5.5K
% Port
0.87%
A
43.ABT

ABBOTT LABORATORIES

-2.7%
Value
$1.8M
Shares
19.8K
% Port
0.83%
M
44.META

META PLATFORMS INC

-9.5%
Value
$1.8M
Shares
3.2K
% Port
0.82%
?
45.N/A

MARVELL TECHNOLOGY INC

-12.4%
Value
$1.8M
Shares
6.0K
% Port
0.82%
Q
46.QQQ

INVESCO QQQ TR

+6.8%
Value
$1.7M
Shares
2.4K
% Port
0.80%
M

M & T BK CORP

+10077.5%
Value
$1.7M
Shares
7.2K
% Port
0.79%
P
48.PWR

QUANTA SVCS INC

-0.6%
Value
$1.7M
Shares
2.4K
% Port
0.78%
?
49.N/A

VANECK ETF TRUST

+4.6%
Value
$1.6M
Shares
15.5K
% Port
0.74%
E
50.ETHA

ISHARES TR

Unchanged
Value
$1.6M
Shares
9.6K
% Port
0.72%